Welltower Sells $7.2 Billion Medical Office Portfolio, Setting Record
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: CNBC
- Transaction Volume Decline: November's commercial real estate transaction volume fell 10% year-over-year to 1,800 deals, reflecting a cautious market influenced by high interest rates and policy uncertainty, which has dampened investor confidence.
- Large Deal Growth: While overall transaction volume decreased, sales over $100 million surged by 51% year-over-year, pushing the average deal size in November to $14.2 million, indicating a shift towards higher-quality asset acquisitions by investors.
- Active Medical Office Market: Welltower's sale of a $7.2 billion portfolio of 296 medical office properties positions the partnership as the largest owner of outpatient medical buildings in the U.S., highlighting strong demand and investment potential in this sector.
- Significant Data Center Transactions: The second-largest deal in November involved SDC Capital Partners purchasing 97 acres of land in Leesburg, Virginia, for data center development at $615 million, underscoring the ongoing appeal of data centers as a hot CRE sector.
Analyst Views on WELL
Wall Street analysts forecast WELL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WELL is 209.00 USD with a low forecast of 182.00 USD and a high forecast of 231.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 181.960
Low
182.00
Averages
209.00
High
231.00
Current: 181.960
Low
182.00
Averages
209.00
High
231.00
About WELL
Welltower Inc. is focused on rental housing for aging seniors across the United States, United Kingdom, and Canada. The Company's portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality. Its segments include Seniors Housing Operating, Triple-net and Outpatient Medical. Its Seniors Housing Operating properties include seniors apartments, assisted living communities, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. Its Triple-net properties include the property types described above as well as long-term/post-acute care facilities. It invests in seniors housing and healthcare real estate through acquisition of single tenant properties. Its Outpatient Medical properties are typically leased to multiple tenants and generally require a certain level of property management by the Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
