Ventas, Inc. (NYSE:VTR ) Q4 2024 Earnings Conference Call February 13, 2025 10:00 AM ET Company Participants Bill Grant - SVP, IR Debra Cafaro - Chairman & CEO Justin Hutchens - EVP, Senior Housing & Chief Investment Officer Bob Probst - EVP & CFO Conference Call Participants Omotayo Okusanya - Deutsche Bank Nick Joseph - Citi John Kilichowski - Wells Fargo Juan Sanabria - BMO Capital Markets Vikram Malhotra - Mizuho Richard Anderson - Wedbush Michael Carroll - RBC Capital Markets Ronald Kamdem - Morgan Stanley John Pawlowski - Green Street Wes Golladay - Baird Austin Wurschmidt - KeyBanc Capital Markets Mike Mueller - JPMorgan Nick Yulico - Scotiabank Operator Thank you for standing by. My name is Gail, and I will be your conference operator today.
VTR's Q4 results reflect higher same-store cash NOI due to SHOP same-store average occupancy growth.
The headline numbers for Ventas (VTR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.81 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to FFO of $0.76 per share a year ago.
Ventas posted better-than-expected funds from operations (FFO) for the fourth quarter on Wednesday, driven by strong demand for its assisted living and senior housing properties.
While VTR's Q4 earnings are likely to have benefited from favorable SHOP operating trends and a well-diversified tenant base, high interest expenses may have hurt it.
Get a deeper insight into the potential performance of Ventas (VTR) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
The aging population, rising healthcare expenses, favorable outpatient visit trends and accretive investments in its research portfolio are likely to support VTR stock.
Trump 2.0 is now only a bit less than a week off, and things are moving fast.
Agreements with Brookdale Senior Living highlight VTR's strategy to drive profitable growth in the senior housing business.
Rising healthcare spending and aging population aid VTR's senior housing operating portfolio. However, competitive market and tenant concentration remain risks.
Brookdale Senior Living, a tenant of VTR, chooses not to exercise the extension term of Master Lease.