Business Segments · Acquired lease intangibles
Senior Housing Operating — Acquired lease intangibles
Welltower Senior Housing Operating — Acquired lease intangibles increased by 297.5% to $883.39M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 117.0%, from $407.11M to $883.39M. Over 4 years (FY 2021 to FY 2025), Senior Housing Operating — Acquired lease intangibles shows an upward trend with a 35.9% CAGR.
Analysis
StatementSegment
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2018
Last reportedQ4 2025
How to read this metric
Higher values indicate significant acquisition activity and the purchase of properties with strong existing lease structures.
Detailed definition
The value assigned to favorable lease terms or existing tenant relationships acquired through business combinations with...
Peer comparison
Standard intangible asset reporting for companies that grow through M&A in the real estate sector.
Metric ID:
well_segment_seniors_housing_operating_acquired_lease_intangiblesHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $10.68M | $142.44M | $264.59M | $31.37M | $77.71M | $109.05M | $129.43M | $865.00K | $970.00K | $25.62M | $208.24M | $5.86M | $34.83M | $89.46M | $407.11M | $139.01M | $179.37M | $222.25M | $883.39M |
| QoQ Change | — | >999% | +85.8% | -88.1% | +147.7% | +40.3% | +18.7% | -99.3% | +12.1% | >999% | +712.9% | -97.2% | +494.2% | +156.9% | +355.1% | -65.9% | +29.0% | +23.9% | +297.5% |
| YoY Change | — | — | — | — | +627.6% | -23.4% | -51.1% | -97.2% | -98.8% | -76.5% | +60.9% | +577.6% | >999% | +249.2% | +95.5% | >999% | +415.0% | +148.4% | +117.0% |
Range$865.00K – $883.39M
CAGR+166.8%
Avg YoY Growth+513.8%
Median YoY Growth+117.0%
Current Streak3 quarters growth
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Frequently Asked Questions
- What is Welltower's senior housing operating — acquired lease intangibles?
- Welltower (WELL) reported senior housing operating — acquired lease intangibles of $883.39M in Q4 2025.
- How has Welltower's senior housing operating — acquired lease intangibles changed year-over-year?
- Welltower's senior housing operating — acquired lease intangibles increased by 117.0% year-over-year, from $407.11M to $883.39M.
- What is the long-term trend for Welltower's senior housing operating — acquired lease intangibles?
- Over 4 years (2021 to 2025), Welltower's senior housing operating — acquired lease intangibles has grown at a 35.9% compound annual growth rate (CAGR), from $418.05M to $1.42B.
- What does senior housing operating — acquired lease intangibles mean?
- The value of favorable lease contracts acquired as part of business purchases in the senior housing segment.