Easterly Global Real Estate Fund — Easterly Investment Partners LLC on Welltower Inc.
Thesis
Welltower is positioned around improving senior-housing fundamentals, where demand is strong and new supply remains constrained. Rising occupancy and rent growth are supporting earnings, while operating results remain among the strongest in the REIT sector. Easterly views these conditions as reinforcing the company's long-term earnings-growth profile.
“The company's operating results remained among the strongest in the REIT sector, reinforcing investor confidence in its long-term earnings growth.”