REIT Momentum with Portfolio Shifts & Earnings/Capital Moves

Healthcare REITs and institutional investors continue deploying capital across senior housing, MOBs, skilled nursing and value-add assets. Welltower has invested $15.5B year to date, AHR $1.4B, while AHR raised $819M through a forward equity offering; CareTrust and Strawberry Fields show continued appetite for skilled-nursing and hospital portfolios. Leverage, deployment pace, operator exposure and dilution remain watch points.