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Comments (2)
I've felt a similar sense of calm, though 'coasting' might be a bit too passive. It feels more like a strategic consolidation after a period of rapid expansion. Perhaps they're focusing on optimizing existing assets and strengthening their financial position before embarking on the next growth cycle. The stability is definitely a plus, even if the immediate excitement has waned.
Interesting perspective. I'm wondering if this 'lull' is a sign of market maturity in the senior housing sector itself, rather than something specific to Welltower's internal strategy. If the overall landscape is slowing down in terms of new development and acquisition opportunities, it would naturally reflect in a company's activity. Still, I'm keeping an eye out for any strategic shifts they might announce.