In-depth analysis and musings on Welltower
Welltower's technology licensing deals with Public Storage and a RE private equity firm mark the beginning of a Real Estate apocalypse (REpocalypse) where winners will have access to Welltower's models while those without will underperform.
We explore how the company views itself as a Product company, currently honing its powers internally before evolving to serve a broader external user base.
Welltower's first musing explores its strategic pillars: leveraging the demographic 'beta' of an aging America, achieving 'alpha' through its Welltower Business System, and pursuing a long-term 'option' to disrupt the real estate industry with technology investment.