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Ventas

Full company profile

uuid00025th

Namestring
Ventas
Legal namestring
Ventas, Inc.
Company typeenum
Public
Founded yearint
1983
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersChicago, United States
HQ citystring
Chicago
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
healthcare real estate, senior housing, outpatient medical facilities, real estate investment trust, triple-net leases
NAICS code1 code
  • Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly62331
SIC code1 code
  • Real Estate Investment Trusts6798
Product category
Healthcare REIT (Real Estate Investment Trust)
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model4 records
1Rental Income - Senior Housing Operating Portfolio (SHOP)
TypeSubscription Recurring
Description

Revenue from operating senior housing communities where Ventas owns the real estate and partners with operators. Includes resident fees covering independent living, assisted living, and memory care services.

finance.yahoo.com
2Rental Income - Triple-Net Healthcare Properties
TypeSubscription Recurring
Description

Long-term lease agreements with healthcare operators for hospitals, skilled nursing, and specialized care facilities on triple-net basis

finance.yahoo.com
3Rental Income - Outpatient Medical and Research
TypeSubscription Recurring
Description

Medical office building and research facility leases with health systems, hospitals, and university-affiliated research institutions

ventasreit.com
4Asset Management and Institutional Private Capital Fees
TypeManaged Services
Description

Management fees from Ventas Investment Management platform managing approximately $5 billion in assets across core fund, GIC joint venture, and state pension fund joint venture

ventasreit.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Operations, Personnel, Infrastructure, Technology or R&D, Marketing or Sales, Others
Pricing details1 tier
1Quarterly dividend distribution to shareholders
ModelSubscriptionBilling cadenceQuarterly
Notes

Quarterly cash dividend of $0.52 per common share (8% increase from prior $0.48), representing approximately 2.4% dividend yield

finance.yahoo.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 2 records shown
1Ventas OI (Operational Intelligence)
Description

Proprietary data and analytics platform that powers advanced analytics and insights across the company's extensive portfolio and operator relationships.

ventasreit.com
+1 more record
Core offering1 text field

Ventas is an S&P 500 healthcare REIT that owns and operates senior housing, outpatient medical, research, and triple-net healthcare real estate across North America and the United Kingdom. The company generates revenue primarily through rental income from approximately 1,400 properties, resident fees from operating senior housing communities, and institutional asset management fees via its VIM platform. It complements real estate ownership with a proprietary Ventas OI™ analytics platform that supports investment decisions and operator partnerships.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • 19% annualized total shareholder return since 2000
+4 more records
Product overview1 text field

Ventas is an S&P 500 healthcare REIT and the world's second largest owner of senior housing, operating a diversified portfolio of approximately 1,400 properties across North America and the United Kingdom. The company operates through three core segments: the Senior Housing Operating Portfolio (SHOP), which owns approximately 900 senior housing communities serving nearly 100,000 residents; the Outpatient Medical and Research Portfolio, encompassing ~21M sq ft of medical office space and ~10M sq ft of research facilities affiliated with leading health systems and universities; and the Triple-Net Healthcare Portfolio, comprising hospitals, skilled nursing, and specialized healthcare facilities. The company also operates Ventas Investment Management (VIM), a $5B institutional private capital platform. A key differentiator is Ventas OI™, a proprietary analytics platform leveraging over 1 billion data points to drive investment decisions and operational performance. The portfolio benefits from secular demographic demand as 70 million Baby Boomers enter ages requiring greater healthcare and housing services.

Product and service5 records
1Senior Housing Operating Portfolio (SHOP)
CategorySenior Housing Real Estate
Description

Approximately 900 senior housing communities serving 96,000+ seniors across the U.S., Canada, and the U.K., operated by 40+ senior housing operators and offering independent living, assisted living, and memory care services. Ventas's primary growth driver delivering double-digit same-store cash NOI growth.

2Outpatient Medical and Research Portfolio
CategoryOutpatient Medical and Research Real Estate
Description

Approximately 21 million sq ft of outpatient medical building space and 10 million sq ft of research space, with 96% of buildings affiliated with health systems, hospitals, and universities. Serves 40M+ patient visits annually.

3Triple-Net Healthcare Portfolio
CategoryTriple-Net Healthcare Real Estate
Description

Long-term triple-net leased portfolio of approximately 200 properties including hospitals, long-term acute care, inpatient rehabilitation, and skilled nursing facilities, with approximately 8,000 patient beds and 1.9 million patient days annually; represents 13% of annualized NOI.

4Ventas Investment Management (VIM)
CategoryInstitutional Asset Management
Description

Third-party institutional private capital management platform with approximately $5 billion in AUM, offering co-investment opportunities in healthcare real estate for pensions, endowments, and government investment funds. Includes a core open-end fund, a life science development joint venture with GIC, and a senior housing development joint venture with a state pension plan.

5Lillibridge Healthcare Services
CategoryOutpatient Medical Property Management and Leasing
Description

Wholly-owned subsidiary providing property management and leasing excellence for Ventas's outpatient medical buildings, with expertise at the intersection of medicine, research, and universities; offers tenant-focused leasing and operational services.

Scale indicator16 records

Each record includes

Type, Value, Description, Source

Partnership9 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Long-term partnership for outpatient medical and research facilities affiliated with Duke University's academic medical center in Durham, NC.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Partnership for research facilities serving Johns Hopkins' life science and medical research operations in Baltimore.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Strategic relationship for outpatient medical facilities affiliated with one of the largest nonprofit health systems in the US.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Outpatient medical buildings and research facilities in Arizona, serving Banner's growing healthcare network.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Medical office building partnerships with Sutter Health's network in California.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Life science research facilities through uCity Square development partnership with Drexel University and Penn in Philadelphia.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Research and innovation development partnership through Aggie Square and other ASU facilities in Phoenix.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

The Assembly research and innovation development project serving Pitt's academic medical center.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Academic research buildings including Point 225 facility in Providence, RI.

Recent move12 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

The largest U.S. healthcare REIT and Ventas's closest competitor. Welltower operates a similar senior housing operating portfolio with third-party RIDEA-style operators and also invests in outpatient medical, making it the most directly comparable peer in business model and asset mix.

TypeDirect peer
Description

Diversified healthcare REIT spanning outpatient medical, lab/life science, and senior housing. Closely comparable to Ventas's outpatient medical and research portfolio and competes for similar outpatient medical and senior housing acquisitions.

TypeDirect peer
Description

Healthcare REIT focused on skilled nursing and assisted living facilities leased on triple-net basis. Comparable to Ventas's triple-net healthcare portfolio segment and competes for similar post-acute care assets.

TypeDirect peer
Description

Healthcare REIT investing in senior housing, skilled nursing, and triple-net healthcare properties. Comparable business model and asset mix, with prior executive overlap (Justin Hutchens, now Ventas CIO, was formerly NHI CEO).

TypeDirect peer
Description

Healthcare REIT with senior housing, skilled nursing, and behavioral health portfolios. Competes with Ventas for skilled nursing and senior housing triple-net investments.

TypeDirect peer
Description

Healthcare REIT primarily focused on skilled nursing, seniors housing, and medical office assets. Comparable to Ventas's senior housing and triple-net segments and is an active acquirer in the same asset classes.

TypeDirect peer
Description

Smaller healthcare REIT focused on senior housing and skilled nursing. Overlaps directly with Ventas's SHOP and triple-net senior housing portfolio.

TypeBroad incumbent
Description

Largest net-lease REIT globally with growing healthcare real estate exposure. Sits at board level with Ventas (CEO Sumit Roy) and competes for healthcare net-lease assets though its portfolio is much broader across retail and industrial.

TypeOthers
Description

Largest U.S. senior housing operator. Operates many Ventas-owned communities (it appears in Ventas's adjacent talent network) and represents both a customer and a relevant market signal for SHOP occupancy and labor dynamics.

TypeOthers
Description

Largest owner and operator of inpatient rehabilitation hospitals in the U.S. Tenant/operator in Ventas's triple-net healthcare portfolio; relevant for understanding demand and operator economics in Ventas's IRF asset segment.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers14 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI capability1 record

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles30 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds8 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Ventas

Healthcare REIT (Real Estate Investment Trust)ventasreit.com

Ventas firmographics

Firmographics
Name
Ventas
Legal name
Ventas, Inc.
Website
http://ventasreit.com
Company type
Public
Founded year
1983
Operating status
Operating
Headcount range
251–500 employees
Ownership category
akta.pro rank

Where Ventas is headquartered

Location

Headquarters

HQ city
Chicago
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Ventas business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Operations, Personnel, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

  1. Rental Income - Senior Housing Operating Portfolio (SHOP): Revenue from operating senior housing communities where Ventas owns the real estate and partners with operators. Includes resident fees covering independent living, assisted living, and memory care services.
  2. Rental Income - Triple-Net Healthcare Properties: Long-term lease agreements with healthcare operators for hospitals, skilled nursing, and specialized care facilities on triple-net basis
  3. Rental Income - Outpatient Medical and Research: Medical office building and research facility leases with health systems, hospitals, and university-affiliated research institutions
  4. Asset Management and Institutional Private Capital Fees: Management fees from Ventas Investment Management platform managing approximately $5 billion in assets across core fund, GIC joint venture, and state pension fund joint venture

Pricing tiers

ModelBillingPrice
SubscriptionQuarterlyQuarterly dividend distribution to shareholders

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Ventas product offering

Product offering

Core offering

Ventas is an S&P 500 healthcare REIT that owns and operates senior housing, outpatient medical, research, and triple-net healthcare real estate across North America and the United Kingdom. The company generates revenue primarily through rental income from approximately 1,400 properties, resident fees from operating senior housing communities, and institutional asset management fees via its VIM platform. It complements real estate ownership with a proprietary Ventas OI™ analytics platform that supports investment decisions and operator partnerships.

Product overview

Ventas is an S&P 500 healthcare REIT and the world's second largest owner of senior housing, operating a diversified portfolio of approximately 1,400 properties across North America and the United Kingdom. The company operates through three core segments: the Senior Housing Operating Portfolio (SHOP), which owns approximately 900 senior housing communities serving nearly 100,000 residents; the Outpatient Medical and Research Portfolio, encompassing ~21M sq ft of medical office space and ~10M sq ft of research facilities affiliated with leading health systems and universities; and the Triple-Net Healthcare Portfolio, comprising hospitals, skilled nursing, and specialized healthcare facilities. The company also operates Ventas Investment Management (VIM), a $5B institutional private capital platform. A key differentiator is Ventas OI™, a proprietary analytics platform leveraging over 1 billion data points to drive investment decisions and operational performance. The portfolio benefits from secular demographic demand as 70 million Baby Boomers enter ages requiring greater healthcare and housing services.

Differentiator

Problem solved

Functional benefit

Brands

  • Ventas OI (Operational Intelligence): Proprietary data and analytics platform that powers advanced analytics and insights across the company's extensive portfolio and operator relationships.
  • Ventas Investment Management (VIM)

Products and services

  • Senior Housing Operating Portfolio (SHOP) Approximately 900 senior housing communities serving 96,000+ seniors across the U.S., Canada, and the U.K., operated by 40+ senior housing operators and offering independent living, assisted living, and memory care services. Ventas's primary growth driver delivering double-digit same-store cash NOI growth.
  • Outpatient Medical and Research Portfolio Approximately 21 million sq ft of outpatient medical building space and 10 million sq ft of research space, with 96% of buildings affiliated with health systems, hospitals, and universities. Serves 40M+ patient visits annually.
  • Triple-Net Healthcare Portfolio Long-term triple-net leased portfolio of approximately 200 properties including hospitals, long-term acute care, inpatient rehabilitation, and skilled nursing facilities, with approximately 8,000 patient beds and 1.9 million patient days annually; represents 13% of annualized NOI.
  • Ventas Investment Management (VIM) Third-party institutional private capital management platform with approximately $5 billion in AUM, offering co-investment opportunities in healthcare real estate for pensions, endowments, and government investment funds. Includes a core open-end fund, a life science development joint venture with GIC, and a senior housing development joint venture with a state pension plan.
  • Lillibridge Healthcare Services Wholly-owned subsidiary providing property management and leasing excellence for Ventas's outpatient medical buildings, with expertise at the intersection of medicine, research, and universities; offers tenant-focused leasing and operational services.

Quantifiable outcome

  • 19% annualized total shareholder return since 2000
  • +4 more outcomes

Companies that use Ventas

Customer profile

Named customers14 records

Segments4 records

Ideal customer profiles5 records

Ventas technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Ventas partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered core.

  • Duke HealthcoreStrategic or Co-development PartnerLong-term partnership for outpatient medical and research facilities affiliated with Duke University's academic medical center in Durham, NC.
  • Johns Hopkins UniversitycoreStrategic or Co-development PartnerPartnership for research facilities serving Johns Hopkins' life science and medical research operations in Baltimore.
  • AscensioncoreStrategic or Co-development PartnerStrategic relationship for outpatient medical facilities affiliated with one of the largest nonprofit health systems in the US.
  • Banner HealthcoreStrategic or Co-development PartnerOutpatient medical buildings and research facilities in Arizona, serving Banner's growing healthcare network.
  • Sutter HealthcoreStrategic or Co-development PartnerMedical office building partnerships with Sutter Health's network in California.
  • University of PennsylvaniacoreStrategic or Co-development PartnerLife science research facilities through uCity Square development partnership with Drexel University and Penn in Philadelphia.
  • Arizona State UniversitycoreStrategic or Co-development PartnerResearch and innovation development partnership through Aggie Square and other ASU facilities in Phoenix.
  • University of PittsburghcoreStrategic or Co-development PartnerThe Assembly research and innovation development project serving Pitt's academic medical center.
  • Brown UniversitycoreStrategic or Co-development PartnerAcademic research buildings including Point 225 facility in Providence, RI.

Scale indicators16 records

Recent moves12 records

Expansion highlights6 records

Ventas competitors and assessment

Company assessment

Direct peers

  • Welltower Inc. The largest U.S. healthcare REIT and Ventas's closest competitor. Welltower operates a similar senior housing operating portfolio with third-party RIDEA-style operators and also invests in outpatient medical, making it the most directly comparable peer in business model and asset mix.
  • Healthpeak Properties: Diversified healthcare REIT spanning outpatient medical, lab/life science, and senior housing. Closely comparable to Ventas's outpatient medical and research portfolio and competes for similar outpatient medical and senior housing acquisitions.
  • Omega Healthcare Investors: Healthcare REIT focused on skilled nursing and assisted living facilities leased on triple-net basis. Comparable to Ventas's triple-net healthcare portfolio segment and competes for similar post-acute care assets.
  • National Health Investors: Healthcare REIT investing in senior housing, skilled nursing, and triple-net healthcare properties. Comparable business model and asset mix, with prior executive overlap (Justin Hutchens, now Ventas CIO, was formerly NHI CEO).
  • Sabra Health Care REIT: Healthcare REIT with senior housing, skilled nursing, and behavioral health portfolios. Competes with Ventas for skilled nursing and senior housing triple-net investments.
  • CareTrust REIT: Healthcare REIT primarily focused on skilled nursing, seniors housing, and medical office assets. Comparable to Ventas's senior housing and triple-net segments and is an active acquirer in the same asset classes.
  • LTC Properties: Smaller healthcare REIT focused on senior housing and skilled nursing. Overlaps directly with Ventas's SHOP and triple-net senior housing portfolio.

Broad incumbents

  • Realty Income Corporation: Largest net-lease REIT globally with growing healthcare real estate exposure. Sits at board level with Ventas (CEO Sumit Roy) and competes for healthcare net-lease assets though its portfolio is much broader across retail and industrial.

Others

  • Brookdale Senior Living: Largest U.S. senior housing operator. Operates many Ventas-owned communities (it appears in Ventas's adjacent talent network) and represents both a customer and a relevant market signal for SHOP occupancy and labor dynamics.
  • Encompass Health Corporation: Largest owner and operator of inpatient rehabilitation hospitals in the U.S. Tenant/operator in Ventas's triple-net healthcare portfolio; relevant for understanding demand and operator economics in Ventas's IRF asset segment.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Ventas social profiles

Digital presence

Ventas financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ventas leadership team

Management profile

Number of profiles

Profiles30 records

Ventas subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

Ventas funding detail

Funding detail

Funding overview

Funding rounds8 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Ventas M&A and investment

M&A and investment

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ventas

What does Ventas do?

Ventas is an S&P 500 healthcare REIT that owns and operates senior housing, outpatient medical, research, and triple-net healthcare real estate across North America and the United Kingdom. The company generates revenue primarily through rental income from approximately 1,400 properties, resident fees from operating senior housing communities, and institutional asset management fees via its VIM platform. It complements real estate ownership with a proprietary Ventas OI™ analytics platform that supports investment decisions and operator partnerships.

Is Ventas a public or private company?

Ventas is a public company. It is classified as public and is currently operating.

When was Ventas founded?

Ventas was founded in 1983. It employs 251 to 500 people.

Where is Ventas based?

Ventas is headquartered in Chicago, United States, in the North America region.

How does Ventas make money?

Four revenue lines are on record. Rental Income - Senior Housing Operating Portfolio (SHOP) is the primary driver. The others are rental Income - Triple-Net Healthcare Properties, rental Income - Outpatient Medical and Research and asset Management and Institutional Private Capital Fees.

Who are Ventas's main competitors?

Direct peers on record are Welltower Inc., Healthpeak Properties, Omega Healthcare Investors, National Health Investors, Sabra Health Care REIT, CareTrust REIT and LTC Properties. Realty Income Corporation is listed as a broad incumbent. Others are Brookdale Senior Living and Encompass Health Corporation.

Does Ventas have an API?

No public API is recorded for Ventas.

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Live signals
MarketWatchVentas Inc. stock outperforms competitors on strong trading dayVentas Inc. stock closed 19.53% below its 52-week high of $101.60, which the company achieved on July 28th. The stock outperformed competitors on a strong trading day, with shares gaining 2.15% while the DJIA rose 0.10% and the S&P 500 fell 0.47%.MarketWatchVentas Inc. stock underperforms Wednesday when compared to competitorsVentas Inc. stock closed 21.22% below its 52-week high of $101.60, which the company reached on July 28th. The stock underperformed Wednesday when compared to competitors.YahooWhy Ventas (VTR) is a Great Dividend Stock Right NowVentas (VTR) pays a $0.52 per share dividend with a 2.56% yield, up 8.3% annually. Its payout ratio is 57%, and earnings are expected to rise 11.78% to $3.89 per share in 2026. The stock carries a Zacks Rank of #3 (Hold).MarketBeat502,287 Shares in Ventas, Inc. $VTR Purchased by Congress Asset Management Co.Congress Asset Management Co. acquired a new position in Ventas, Inc., buying 502,287 shares valued at approximately $42.7 million in the third quarter. The fund now holds about 0.10% of the company, and analysts have a consensus "Moderate Buy" rating with an average price target of $99.39.Quiver QuantitativeVentas slips as REIT rate pressure and ex-dividend trading likely weigh on shares | VTR Stock NewsVentas shares fell 3.2% on September 30, trading through its ex-dividend date. The decline likely reflects pressure from rising long-term Treasury yields affecting healthcare REIT valuations, with no clear company-specific negative catalyst.MarketWatchVentas Inc. stock underperforms Monday when compared to competitorsVentas Inc. stock closed 19.92% below its 52-week high of $101.60, which the company reached on July 28th. The stock underperformed Monday when compared to competitors, with the company's shares down 3.15% while the S&P 500 rose 0.66%.Ticker ReportHead-To-Head Comparison: Alexandria Real Estate Equities (NYSE:ARE) versus Ventas (NYSE:VTR)Ventas and Alexandria Real Estate Equities are compared on dividends, earnings, analyst ratings, institutional ownership, profitability, and valuation. Ventas beats Alexandria on 11 of 17 factors, with higher revenue and earnings, but Alexandria offers a higher dividend yield and longer growth track record.247wallst4 Senior Housing REITs for Income Investors Betting on an Aging AmericaFour senior housing REITs—Welltower, Ventas, Omega Healthcare, and CareTrust—are analyzed for income investors, with Welltower and Ventas posting SHOP NOI growth of 20.5% and 16.3% year over year. CareTrust offers the strongest coverage at 76% FAD payout and 3.21x operator coverage, while Omega's 6% yield carries risk from Genesis Healthcare's Chapter 11.247wallstThe Senior Housing Boom Is Here. These 5 REITs Are Paying Investors to Ride ItFive senior housing REITs raised dividends in 2026, but cash-flow coverage varies widely. Welltower pays 53% of FFO, Ventas 80% with $4.2B equity raised, Omega 84% of AFFO, CareTrust 76% of FAD, and NHI 79% of FFO. Bickford Senior Living's going-concern uncertainty adds risk to NHI.247wallst4 Senior Housing REITs Betting Big on America’s Aging PopulationWelltower and Ventas reported Q2 2026 same-store NOI growth of 20.5% and 16.3% in senior housing operating, while Omega and CareTrust offer high-yield skilled nursing exposure. Omega's $2.72 annualized dividend is covered by AFFO, but Genesis Healthcare's Chapter 11 leaves $148.5 million in loans at risk. CareTrust maintains a fortress balance sheet with $605 million in revolver availability.