Welltower
Organization
Welltower Inc. is a publicly traded real estate investment trust focused on healthcare infrastructure and the broader aging-population, or “silver economy,” market. It invests in and operates healthcare real estate and rental housing for older adults across the United States, Canada, and the United Kingdom.
What experts have said about Welltower
2 statements · 2 positive
Welltower is the preferred five-year single-stock holding.
“I would do Welltower”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 40:52
Welltower offers substantially greater earnings durability and visibility than many stocks.
“I think think it's substantially higher in this stock than many others.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 42:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Welltower
The Rules of Investing
Dent sees room for equities despite late-cycle risks
The episode tests whether investors should stay exposed to expensive markets while AI spending, geopolitics and rising yields reshape the opportunity set.
Sep 25, 2026 · 44 min
The Rules of Investing
Value investors challenge AI-driven index concentration
The episode examines whether benchmark concentration and AI enthusiasm are obscuring mispriced opportunities—and risks—across the wider market.
Aug 28, 2026 · 60 min