What is Welltower's triple-net — acquired lease intangibles?

Welltower (WELL) reported triple-net — acquired lease intangibles of $0 in Q1 2026.

How has Welltower's triple-net — acquired lease intangibles changed year-over-year?

Welltower's triple-net — acquired lease intangibles decreased by 100.0% year-over-year, from $7.08M to $0.

What does triple-net — acquired lease intangibles mean?

The value assigned to favorable or unfavorable lease contracts acquired through business combinations within the triple-net segment. These represent the premium or discount relative to market rates embedded in existing leases at the time of acquisition.

Welltower WELL Triple-net — Acquired lease intangibles

Other segment segments

Seniors Housing Operating

$38.97M-72.0%

Outpatient Medical

$10.58M+1,512%

Similar metrics at other companies

MDVBelow-market Lease Intangibles, Net

$6.84M-11.9%

ESRTAcquired below-market ground leases, net

$303.62M-2.5%

SVCNet Lease — Total Assets

$2.87B-1.6%

CTOLease intangible liabilities, net

$32.56M+87.5%

ESRTLease intangible liabilities, net

$37.95M+107%

SAFELease intangible liabilities, net

$61.88M-1.3%

Other financials

Income statement

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Revenue$3.4B+38.3%

Gross profit$1.3B+35.0%

Net income$752.3M+192%

EPS (diluted)$0.61+35.6%

Balance sheet

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Cash & equivalents$4.7B+34.3%

Total debt$2.1B+59.5%

Total equity$43.8B+29.0%

Total assets$67.2B+26.1%

Cash flow

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Operating cash flow$670.0M+11.9%

CapEx$269.8M+12.3%

Free cash flow$400.2M+11.6%

Valuation

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Market cap$177.94B+71.9%

Enterprise value$175.29B+74.5%

Profitability

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Gross margin39.8%+0.6pp

Net margin12.4%-0.5pp

FCF margin15.9%-1.4pp

Returns & leverage

See full

Return on equity3.7%+0.2pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Welltower in its filing.

Tagged under the XBRL concept us-gaap:BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedIntangibles.

The official record: Welltower’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Welltower's triple-net — acquired lease intangibles?: Welltower (WELL) reported triple-net — acquired lease intangibles of $0 in Q1 2026.
How has Welltower's triple-net — acquired lease intangibles changed year-over-year?: Welltower's triple-net — acquired lease intangibles decreased by 100.0% year-over-year, from $7.08M to $0.
What does triple-net — acquired lease intangibles mean?: The value assigned to favorable or unfavorable lease contracts acquired through business combinations within the triple-net segment. These represent the premium or discount relative to market rates embedded in existing leases at the time of acquisition.