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    John Kilchowski

    Vice President in Equity Research at Wells Fargo

    John Kilichowski is a Vice President in Equity Research at Wells Fargo Securities, specializing in the coverage of real estate investment trusts (REITs) and real estate-related equities. He covers publicly traded companies such as Omega Healthcare Investors (OHI), Welltower, Essential Properties Realty Trust, and W. P. Carey, delivering research that is closely tracked by institutional investors. Kilichowski has maintained a 46.67% success rate on his analyst recommendations with an average return of -1.8%, reflecting rigorous sector analysis and active coverage of market developments. He has held his current role at Wells Fargo since at least 2023 and can be contacted directly through his firm email, with his professional background and securities licensure details available through standard industry registries.

    John Kilchowski's questions to Ventas (VTR) leadership

    John Kilchowski's questions to Ventas (VTR) leadership • Q1 2025

    Question

    John Kilchowski of Wells Fargo asked about the recent increase in cost per bed for acquisitions, questioning if it was driven by competition or asset quality, and inquired about replacement costs in the markets where Ventas is buying.

    Answer

    EVP & Chief Investment Officer J. Hutchens attributed the higher cost per bed to acquiring newer, higher-quality communities in superior markets with strong absorption potential. CEO Debra A. Cafaro added that replacement costs are rising and typically start with a '4', meaning Ventas is still acquiring at a significant discount while targeting low to mid-teens unlevered IRRs.

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