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10-QPeriod: Q1 FY2019

WELLTOWER INC. Quarterly Report for Q1 Ended Mar 31, 2019

Filed April 30, 2019For Securities:WELL

Summary

For the first quarter of 2019, Welltower Inc. (WELL) demonstrated steady performance, driven by growth in its Seniors Housing Operating and Outpatient Medical segments, which together represented over 60% of consolidated Net Operating Income (NOI). Total revenues increased by approximately 16% year-over-year, reaching $1.27 billion, primarily fueled by higher resident fees and services and rental income. While net income decreased by 36% to $292.3 million, largely due to a significant gain on real estate dispositions in the prior year's quarter, Funds from Operations (FFO) remained robust, increasing by 1% to $358.4 million, indicating stable underlying operational cash flow. The company actively managed its capital structure during the quarter, establishing a commercial paper program, issuing new senior unsecured notes, and converting preferred stock to common stock. Investment activity remained strong with $258.7 million in property acquisitions and $293.3 million in book value of acquired assets. Dispositions also continued, with $602.7 million in proceeds from real estate sales, primarily in the Triple-net segment. Welltower maintained a healthy liquidity position with $249.1 million in cash and cash equivalents and significant available borrowing capacity under its credit facilities. The company also continued its commitment to shareholders with a quarterly dividend of $0.87 per common share. Overall, the report indicates a well-managed REIT with solid operational performance and strategic capital deployment, navigating a dynamic market.

Financial Statements
Beta
Revenue$1.27B
Cost of Revenue$670.81M
Gross Profit$601.44M
SG&A Expenses$35.28M
Operating Expenses$1.14B
Interest Expense$145.23M
Net Income$292.30M
EPS (Basic)$0.72
EPS (Diluted)$0.71
Shares Outstanding (Basic)391.47M
Shares Outstanding (Diluted)393.45M

Key Highlights

  • 1Total revenues increased by 16% year-over-year to $1.27 billion, driven by growth in resident fees and services and rental income.
  • 2Funds from Operations (FFO) remained stable, increasing by 1% to $358.4 million, signaling consistent operational cash flow.
  • 3Net income saw a year-over-year decrease of 36% to $292.3 million, largely influenced by a significant gain on real estate dispositions in the prior year's quarter.
  • 4The company established a $1 billion unsecured Commercial Paper Program and issued $1.04 billion in senior unsecured notes, while also converting all Series I Preferred Stock to common stock.
  • 5Investment activity was robust, with $258.7 million in property acquisitions and $293.3 million in acquired asset book value.
  • 6Welltower generated $602.7 million in proceeds from real estate dispositions, primarily in the Triple-net segment.
  • 7The company maintained strong liquidity with $249.1 million in cash and cash equivalents and $2.58 billion in available borrowing capacity.

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