Credit Suisse AG Boosts Holdings in Ventas, by 36.0% in Fourth Quarter
June 6, 2023

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Ventas ($NYSE:VTR), Inc. is a leading real estate investment trust (REIT) in the United States that invests in healthcare and senior living communities, medical office buildings, and other related healthcare properties. It is headquartered in Chicago, Illinois and is listed on the New York Stock Exchange. This is remarkable because it indicates that the Swiss investment banking giant has increased its confidence in Ventas, Inc. This comes as no surprise, as Ventas, Inc. has been consistently delivering solid returns to its shareholders over the past few years.
This could also be a sign that Credit Suisse AG is betting on the long-term growth prospects of Ventas, Inc., as the company continues to explore opportunities to expand its portfolio of properties and businesses. It will be interesting to see how the stock performs over the long-term, as it could be a great investment opportunity for those looking to capitalize on the company’s upside potential.
Analysis
GoodWhale has conducted an analysis of VENTAS‘s financials. Therefore, investors who are looking for reliable returns and stability may be interested in investing in VENTAS. However, our health score for the company is low at 2/10 due to its weak cashflows and debt. This indicates that VENTAS may not survive a crisis without the risk of bankruptcy. Furthermore, VENTAS is strong in medium in asset, profitability and weak in dividend and growth. Overall, while VENTAS may seem like an attractive investment due to its consistent and reliable dividend returns, it may be a risky investment due to its weak financials. More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Ventas. More…
| Total Revenues | Net Income | Net Margin |
| 4.19k | -68.66 | – |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Ventas. More…
| Operations | Investing | Financing |
| 1.09k | -478.17 | -611.42 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Ventas. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 23.99k | 13.67k | 24.99 |
Key Ratios Snapshot
Some of the financial key ratios for Ventas are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| – | – | 11.7% |
| FCF Margin | ROE | ROA |
| – | – | – |

Peers
The competition between Ventas Inc and its competitors, Welltower OP LLC, Physicians Realty Trust, and Diversified Healthcare Trust, is fierce. All four companies are vying for the top spot in the healthcare real estate industry, with each offering unique services that can help them gain an edge over the others. As such, it’s a race to see who can provide the best services, products, and solutions to their customers.
– Welltower OP LLC ($NYSE:WELL)
Welltower OP LLC is a real estate investment trust (REIT) that focuses on senior housing and healthcare properties. As of 2022, the company has a market cap of $31.5 billion, making it one of the largest REITs in the U.S. It owns and operates a portfolio of more than 1,400 properties located across the United States and Canada. The company generates revenue primarily through rental income from these properties and also from the sale of services and products related to healthcare. Welltower OP LLC has grown significantly in recent years, with its market capitalization increasing from $19.2 billion in 2018 to its current level.
– Physicians Realty Trust ($NYSE:DOC)
Physicians Realty Trust (NYSE:DOC) is a self-managed healthcare real estate investment trust (REIT) that primarily invests in real estate related to the delivery of healthcare services across the United States. As of 2022, its market cap is approximately $3.4 billion. The company owns and operates a diversified portfolio of medical office buildings, outpatient facilities, and other healthcare related properties that are leased to hospitals, health systems, physician groups, and other healthcare providers. In addition, the company also provides capital to healthcare providers and sponsors development projects through joint ventures. Physicians Realty Trust is committed to providing attractive returns to its shareholders through timely acquisitions and organic growth.
– Diversified Healthcare Trust ($NASDAQ:DHC)
Diversified Healthcare Trust is a publicly traded real estate investment trust (REIT) that invests in healthcare-related real estate. As of 2022, Diversified Healthcare Trust has a market cap of 184.26M. The company specializes in acquiring, owning, and managing income-producing healthcare-related real estate, including medical office buildings, senior housing, and skilled nursing facilities. The company’s portfolio consists of over 500 properties located across the United States. Diversified Healthcare Trust is headquartered in Boston, Massachusetts.
Summary
This suggests that the company is a favorable investment for shareholders as the Swiss banking giant has taken a larger stake in the real estate investment trust (REIT). Analysts have noted that Ventas has long-term potential due to its diversified portfolio, strong balance sheet, and robust cash flow.
Additionally, the company’s portfolio includes the acquisition of quality healthcare companies, making it an attractive option for healthcare investors. Ventas has also been well-positioned to benefit from the growing seniors housing market, as well as from tax reform legislation. Overall, analysts view Ventas as a strong investment opportunity, and the recent increase in ownership by Credit Suisse AG signals confidence in the stock.
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