Welltower Inc.

Welltower Inc. is an S&P 500 real estate company that owns and operates rental housing for ageing seniors, positioned at the intersection of housing and hospitality. Its portfolio comprises more than 2,500 seniors and wellness housing communities serving mature renters and older adults across the United States, the United Kingdom and Canada. The company describes itself as an operating company wrapped in a real estate structure, treating real estate as a product business geared toward long-term compounding growth rather than a levered finance business.

Technical work at Welltower spans data science, artificial intelligence, real estate investment and capital allocation. The firm reports a decade-long investment in data science and AI, which it cites as a source of competitive advantage. Its stated financial objective is the disciplined compounding of per-share growth for investors.

The company articulates a culture built on ownership rather than management, highly-aligned partnerships, and values it associates with Benjamin Franklin: mutual respect, humility, frugality, stoicism and a strong work ethic. It also cites intellectual curiosity, a forward-looking stance, an emphasis on continuous improvement and innovation, and adherence to the guiding question "What Would Charlie Do?" (WWCD), inspired by Charlie Munger.

Sectors in which Welltower operates include senior housing, rental housing, real estate, hospitality and housing for the ageing population.