Welltower Dilution Concerns Dampen REIT Appeal
23 days ago
"Welltower announces transformative new era to maximize long-term shareholder returns. Well tower announces 23 billion of transactions. Then I look at well tower and they have been growing till 215. Then they have stagnated. Then I look total shares. Total shares have been a 10x issued. So they are just issuing shares for capital."
The speaker criticizes Welltower by highlighting its aggressive share issuance and stagnant growth following a period of strong performance. This dilution strategy undermines shareholder value and contributes to an unattractive investment environment within the REIT sector.
Scores
Alpha Potential
6.0/10
Novelty
7.0/10
Credibility
8.0/10
Timeliness
6.0/10
Overall
7.0/10
Sentiment
Bearish
Conviction
High
Tier
Company Commentary
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Episode Information
Episode:
REITs & REAL ESTATE INVESTING 2026
Source:
Value Investing with Sven Carlin, Ph.D.
Published:
December 23, 2025
Idea Type:
Sentiment Shift