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    Seth Berger

    Research Analyst at Citi

    Seth Berger is an Analyst at Citi specializing in covering the real estate investment trust (REIT) sector, with specific recent coverage of companies such as Ventas Inc. While detailed long-term performance metrics and firm-wide analyst rankings are not publicly available, his research activity includes participation in earnings calls and providing insights on major listed REITs. Berger began his current analyst role at Citi prior to 2025 but there is no public information confirming previous firms or positions held. Information on his securities licenses, FINRA registration, and notable industry recognition is not available from public sources.

    Seth Berger's questions to Ventas (VTR) leadership

    Seth Berger's questions to Ventas (VTR) leadership • Q1 2025

    Question

    Seth Berger from Citi inquired if Ventas would consider acquiring lower-class or value-add assets to leverage its operating platform and drive higher yields, as opposed to focusing on newer, well-positioned properties.

    Answer

    CEO Debra A. Cafaro confirmed that Ventas is eager to deploy capital across a broad-based aperture of investment profiles. She emphasized that the key criteria are achieving compelling risk-adjusted returns, targeting low to mid-teens unlevered IRRs, and acquiring below replacement cost, regardless of whether an asset is lower or higher occupied.

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