WELL gains 16.9% YTD as seniors housing demand, major acquisitions and strong liquidity support growth across key markets.

Most REITs are not ideal “forever” holdings. A few REITs have rare long-term compounding potential. Three unique landlords could keep growing for decades.

NextEra Energy (NEE), Transocean (RIG), Alibaba (BABA), and Welltower (WELL) were recommended as final trades on CNBC's Halftime Report.

REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.

The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE | XLRE Price Prediction) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%.

One ETF delivers higher total growth, while the other stands out for yield and global reach.

WELL Health Technologies Corp. (WELL:CA) Q1 2026 Earnings Call Transcript

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Welltower stock has grown as the company has addressed a strong desire by human beings to enjoy a comfortable environment.

Welltower Inc. is a top-tier REIT with strong fundamentals, robust FFO growth, and disciplined capital allocation. WELL's SHO segment drove Q1'26 FFO up 23% YoY, with same-store NOI growth of 22.1% and occupancy at 88.8%. Despite operational excellence, WELL trades at a 33x P/FFO—over 30% above its historical average and 131% above peers, making current valuation difficult to justify.