REIT Momentum with Portfolio Shifts, Deleveraging & Capital Moves

Welltower reported $2.7 billion of Q3 acquisitions and about $21 billion completed or under contract year to date, while rejecting more than 2,500 deals; operator quality and product-market fit guide deployment. Senior-housing capital activity includes Sunrise’s agreed $1 billion sale and Brookdale’s $290 million community purchase. Healthpeak’s Nov. 2 earnings preview points to FFOA pressure and higher interest expense, while Healthcare Realty reported Q3 FFO of $0.42 per share and full-year guidance of $1.65–$1.67; sector debt maturities of $10–12 billion in 2027–28 remain a recapitalization watchpoint.