Part 6/8:
The REIT Sector’s Evolution
In the REIT sector, the hosts noted a growing trend toward vertical integration where companies are diversifying their operations beyond just property ownership. For instance, Welltower has begun to integrate property management into its operations, blending ownership and management to create a more streamlined service model. This move represents a shift, as the REIT aims to optimize its offerings amid changing market dynamics, including increased competition from other players in the healthcare space.