Business Segments · Net Operating Income

Triple-net — Net Operating Income

Welltower Triple-net — Net Operating Income increased by 2.7% to $384.31M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 56.1%, from $246.21M to $384.31M. Over 4 years (FY 2021 to FY 2025), Triple-net — Net Operating Income shows an upward trend with a 8.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2013
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase indicates improved rental performance or better expense control, while a decrease suggests declining occupancy or rising costs.

Detailed definition

Calculated as total segment revenues minus property operating expenses, this metric measures the core profitability of t...

Peer comparison

A primary performance metric for all REITs; highly comparable across the industry.

Metric ID: well_segment_triple_net_net_operating_income

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$226.31M$228.32M$230.85M$223.95M$222.87M$217.32M$82.08M$226.34M$291.53M$226.28M$100.76M$212.13M$131.59M$219.30M$185.03M$246.21M$265.10M$278.41M$374.09M$384.31M
QoQ Change+0.9%+1.1%-3.0%-0.5%-2.5%-62.2%+175.7%+28.8%-22.4%-55.5%+110.5%-38.0%+66.7%-15.6%+33.1%+7.7%+5.0%+34.4%+2.7%
YoY Change-1.5%-4.8%-64.4%+1.1%+30.8%+4.1%+22.8%-6.3%-54.9%-3.1%+83.6%+16.1%+101.5%+27.0%+102.2%+56.1%
Range$82.08M$384.31M
CAGR+11.8%
Avg YoY Growth+19.4%
Median YoY Growth+10.1%
Current Streak5 quarters growth

Frequently Asked Questions

What is Welltower's triple-net — net operating income?
Welltower (WELL) reported triple-net — net operating income of $384.31M in Q1 2026.
How has Welltower's triple-net — net operating income changed year-over-year?
Welltower's triple-net — net operating income increased by 56.1% year-over-year, from $246.21M to $384.31M.
What is the long-term trend for Welltower's triple-net — net operating income?
Over 4 years (2021 to 2025), Welltower's triple-net — net operating income has grown at a 8.5% compound annual growth rate (CAGR), from $841.12M to $1.16B.
What does triple-net — net operating income mean?
The core profit generated by the triple-net lease segment before corporate overhead and financing costs.