John Kukowski's questions to Welltower Inc (WELL) leadership • Q4 2024
Question
John Kukowski of Wells Fargo sought to understand the driver behind the outsized occupancy gains, asking if it was due to demographic acceleration or a psychological effect of shrinking availability.
Answer
CEO Shankh Mitra proposed a third explanation: Welltower's superior execution. He highlighted that the company's operational alpha is the key differentiator when comparing its results to broader industry data and peer performance.