Ventas Inc at NAREIT REITweek: Investor Conference Transcript

Jan 23, 2024

Jun 06, 2023 / 06:15PM GMT
Jonathan Michael Petersen - Jefferies LLC, Research Division - SVP & Equity Analyst

Thanks, everybody, for being with us. My name is Jon Petersen. am a research analyst at Jefferies, I lead up our REIT research team. Really happy to have the Ventas team here with us today. One of my favorite healthcare REIT stocks right now. BJ asked me to maybe summarize my thesis. So I was thinking about how to boil it down as quickly as I could. A lot of post-pandemic recovery in senior housing. So 1 of the strongest growth subsectors, I think, in the REIT space right now and an attractive valuation. And I'll just leave it at that and let them speak for themselves. So Debbie, why don't I hand it over to you for you to give us the overview.

Debra A. Cafaro - Ventas, Inc. - Chairman & CEO

Yes. Good afternoon, everyone. It's a pleasure to be here with you today. I'm Debra Cafaro, Chairman and CEO of Ventas. I'm joined by Justin Hutchens, Bob Probst and BJ Grant. And I'll start with a few remarks, and then we'll touch on some of the specific verticals that are of interest

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