Yesterday, we issued our second quarter 2025 earnings release, presentation materials, and supplemental information package, which are available on the Ventas website at ir.ventasreit.com. For a more detailed discussion of those factors, please refer to our earnings release for this quarter and to our most recent SEC filings, all of which are available on the Ventas website. I'd like to welcome all of our shareholders and other participants to the Ventas second quarter 2025 earnings call. We're pleased to report strong earnings growth and, again, raise our guidance as we execute our 1-2-3 strategy.

Ventas is an essential participant in the longevity economy and is well-positioned to capitalize on the secular demand from the large and growing aging population our company serves. This engine of our growth is being supplemented by compounding contributions from the balance of our portfolio and our continually improving balance sheet. Our 1-2-3 strategy is designed to deliver superior FFO per share growth, enhance our financial strength, and create value for our shareholders. We also raised our full-year normalized FFO guidance midpoint to $3.44 per share, representing 8% accelerating year-over-year FFO per share growth at the midpoint.

We also improved our company-wide same-store year-over-year cash NOI growth expectations to 7% at the midpoint. If achieved, these growth rates would put us in the upper echelon of REIT growers. One, drive organic growth in our SHOP communities using our platform advantages, data analytics, and experience. delivered 18% same-store cash NOI growth in Q2, adjusting for a tax refund we received in the prior year.

What went well
  • Normalized FFO per share grew approximately 9% to $0.87, with the full-year midpoint raised $0.03 to $3.44 (about 8% accelerating year-over-year growth).
  • SHOP same-store cash NOI grew over 13% (U.S. 16%, or 18% adjusting for prior-year tax refund); revenue grew over 8% with 5.3% RevPOR growth.
  • SHOP occupancy grew 240 bps (U.S. 290 bps); June move-ins were the second-highest of any month in over five years with 60 bps sequential occupancy growth, and strength continued into July.
  • Raised senior housing investment guidance to $2 billion; closed $1.1 billion YTD ($3 billion since the beginning of last year) with year-to-date reviewed opportunities up 41% by dollar volume.
  • Balance sheet strengthened to 5.6x net debt to EBITDA with record liquidity of $4.7 billion; effectively funded the $2 billion investment program with $1.8 billion of equity raised.
What went wrong
  • Research business (8% of NOI) same-store cash NOI declined less than 1% year-over-year (about $100,000), driven by lower rents on certain innovation flex space tenants; pre-revenue tenancy remains subject to macro challenges with only a few fundraising glimmers.
  • The transaction market became more competitive in recent months as new capital entered, requiring Ventas to lean into relationship-driven deals to maintain targeted criteria.
  • Dilutive dispositions of non-strategic post-acute assets in Q2 are approximately a $0.01 per quarter FFO headwind sequentially in the balance of the year.
  • The 45 former Brookdale triple-net communities slated for SHOP conversion were only 78% occupied, with financial impact deferred largely to 2026.

Guidance Changes

MetricPeriodCurrent guidance
Normalized FFO per shareFY2025$3.44 midpoint (+$0.03), about 8% YoY growth
Income attributable to common per shareFY2025$0.47-$0.52
Total company same-store cash NOI growthFY2025approximately 7% at midpoint (raised and narrowed)
SHOP same-store NOI growthFY202512%-16% (midpoint reaffirmed)
SHOP occupancy growthFY2025270 bps (maintained)
SHOP RevPOR growthFY20254.5%
SHOP operating expense growthFY20255%
Senior housing investment volumeFY2025$2 billion

Performance Breakdown

MetricYoYNote
Normalized FFO per share approximately 9% ($0.87) Total company same-store cash NOI growth of nearly 7% led by SHOP increasing over 13%.
SHOP same-store NOI over 13% (U.S. 16%; 18% adj.) Accelerating occupancy and strong pricing; underlying U.S. NOI up 18% adjusting for prior-year tax refund.
SHOP revenue 8.2% Accelerating occupancy throughout the quarter and strong pricing producing 5.3% RevPOR growth.
SHOP occupancy +240 bps (U.S. +290 bps) Strong move-ins throughout the quarter, exceptional in June, while move-outs normalized; Holiday by Atria led with 110 bps sequential June growth.
RevPOR 5.3% Price-volume optimization via dynamic pricing; higher move-in rents and continued strength in internal rent increases.
OMR same-store cash NOI 1.7% Led by outpatient medical (up 2.2%); occupancy up 20 bps sequentially and 30 bps year-over-year to 90.1% with 86% retention and 1 million sq ft of leasing.
Research same-store cash NOI -less than 1% (about -$100,000) Lower rents on certain innovation flex space tenants.
Leverage (net debt to EBITDA) 5.6x 40 bps improvement since start of year (10 bps sequential) via organic growth and equity-funded investments.

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Longevity economy and demand runwayAging population driving demand.Over-80 population to grow 28% (4 million individuals) in the next five years as the leading edge of baby boomers turns 80 in 2026; the number turning 80 increases every year through 2038, elongating the multi-year growth opportunity.
Supply constraintsLow new supply.New starts hovering at record lows, approximating only 2,000 units in Q2; constraints expected to persist for an extended period.
Operator expansion10 operators five years ago.Reached 36 operators as of July; selectively growing with top performers having strong local clusters and product expertise; relationships are a major source of proprietary, relationship-driven deal flow.
Triple net to SHOP conversion (Brookdale 45)Conversion strategy underway.Next big tranche is the 45 former Brookdale communities at 78% occupancy, moving to five aligned operators via aligned management agreements with NOI-generating CapEx; expect to double NOI over time (from ~$50 million to ~$100 million); transitions begin in coming months, financial impact mainly in 2026.
Ventas OI and dynamic pricingPlatform driving performance.Five-year actions: 130+ triple-net-to-SHOP conversions, 260+ manager transitions, 110+ dispositions, 300+ refreshes, 190+ acquisitions; dynamic pricing and price-volume optimization the best they've been, with day-to-day/week-by-week sales execution alongside operators (e.g., Atria/Holiday).
Outpatient medical and policyOutpatient trend a tailwind.Occupancy at 90.1% with structural max around 95% (historical high 93%-94%); 3% escalators; the 'big beautiful bill' has delayed implementation with minimal near-term impact, and the outpatient shift (e.g., CMS proposal to remove the inpatient-only list) is favorable for the business.

Q&A Summary

Can you provide additional color on the Q2 SHOP occupancy gains and July trends?
Hutchens said move-in activity was strong all year and particularly strong in June (one of the best months in years), producing 60 bps of sequential occupancy growth versus May; July is off to a good start and expected to be as good or better sequentially, with strong tours and move-ins as the key selling season ramps.
Is your hit rate going lower given more competition, and do you need to get more aggressive on pricing?
Hutchens said momentum has been picking up with most of the $3 billion closed in Q4 last year and the first half of this year; the pipeline is driven by more deal activity overall. They lean into high-performing communities with upside in strong markets, leveraging operator relationships, and use platform strength to maximize the opportunity.
What is the long-term run-rate potential for the stabilized SHOP portfolio above 90% occupancy (margin and RevPOR)?
Hutchens said operating leverage drives margin expansion: roughly 50% incremental margin in the 80%-90% band and around 70% from 90% to 100%. With two-thirds of the portfolio in the low 80s occupancy, the best growth is ahead. On RevPOR, over-90% communities grow about 2x the under-90% rate—roughly 6%-7% in the 90%-95% band, 3%-5% at 75%-90%, and around 1% below 75%.
What is the size of the addressable market not owned by REITs?
Hutchens said REITs own about 15% of the market and roughly another 40%-50% checks Ventas's general criteria (right market, right size of asset); with about $30 billion a year of senior housing trading, there is plenty for Ventas to capture its fair share.
How is the Brookdale transition shaping up and what should we assume for Q4 triple net NOI before the Q1 2026 rent bump?
Hutchens said the 45-community conversion (78% occupied, strong markets, refresh CapEx) targets doubling NOI from about $50 million to $100 million over the long term; operators are fully engaged, transitions begin in upcoming months and nearly all complete by year end. Probst added Q4 begins sprinkling in SHOP assets but the vast majority remains triple net for the year, with financial impact mainly in 2026.
How much of SHOP margin expansion comes from occupancy versus Ventas OI execution?
Hutchens said it remains to be seen as Ventas enters an era of the best demand and supply-demand dynamics ever; higher occupancy yields better pricing opportunity and the OI platform plus operators drive occupancy, so the platform is designed to grow both occupancy and rate—he asked to wait and see how the margin rule of thumb evolves.
Why has raising acquisition outlook not translated into raising the high end of guidance?
Cafaro pointed to the midpoint being raised to 8% accelerating year-over-year growth. Probst framed it first half/second half: FFO was $1.71 in the first half and the midpoint implies $1.73 in the second; sequential SHOP growth is partially offset by refinancing at higher rates and dilutive post-acute dispositions, with SHOP the primary source of upside.

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Reported 2025-07-31 · figures from the Ventas, Inc. Q2 2025 earnings call.

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