TOLEDO, Ohio — Welltower has announced, as part of its third quarter 2025 results, $23 billion in previously undisclosed seniors housing transactions completed or under contract this year as of Oct. 27, as part of its increased focus on the sector.
The figure includes $14 billion of pro rata gross investments, primarily in the form of senior living community acquisitions in the U.S. and the U.K.
Welltower expects the percentage of its net operating income derived from seniors housing business to increase to more than 80 percent following the completion of these transactions, which are being funded through proceeds from $9 billion in asset sales and loan repayments as well as cash on hand.
In a statement, Shankh Mitra, CEO of the company, said that the “announcements mark a watershed moment in Welltower’s history as we continue to evolve, intensifying the company’s focus on seniors housing.”
Welltower’s newly announced investments include the acquisition of a £5.2 billion ($6.9 billion USD) portfolio operated by Barchester in the U.K. The portfolio comprises 111 communities managed by Barchester on a contract basis, as well as 152 triple-net leased communities and 21 underway developments, which will also be operated under contract.
The company’s acquisitions also feature $4 billion of assets located in the U.S., which total roughly 12,000 units across 150 communities, including trophy senior living communities located along the East Coast.