Business Segments · Acquired lease intangibles

Seniors Housing Operating — Acquired lease intangibles

Welltower Seniors Housing Operating — Acquired lease intangibles decreased by 95.6% to $38.97M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 72.0%, from $139.01M to $38.97M. Over 4 years (FY 2021 to FY 2025), Seniors 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 reportedQ1 2026Apr 29, 2026

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_intangibles

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
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$38.97M
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%-95.6%
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%-72.0%
Range$865.00K$883.39M
CAGR+31.3%
Avg YoY Growth+477.2%
Median YoY Growth+106.2%

Frequently Asked Questions

What is Welltower's seniors housing operating — acquired lease intangibles?
Welltower (WELL) reported seniors housing operating — acquired lease intangibles of $38.97M in Q1 2026.
How has Welltower's seniors housing operating — acquired lease intangibles changed year-over-year?
Welltower's seniors housing operating — acquired lease intangibles decreased by 72.0% year-over-year, from $139.01M to $38.97M.
What is the long-term trend for Welltower's seniors housing operating — acquired lease intangibles?
Over 4 years (2021 to 2025), Welltower's seniors housing operating — acquired lease intangibles has grown at a 35.9% compound annual growth rate (CAGR), from $418.05M to $1.42B.
What does seniors housing operating — acquired lease intangibles mean?
The value of favorable lease contracts acquired as part of business purchases in the senior housing segment.