Ventas, Inc. (VTR) in Fidelity Real Estate Q3 2024

Recovery in Health Care REITs Post-Pandemic

Apr 14, 2025

Summary

Investment rationale focused on health care REIT recovery.
Market positioning benefited from improved supply and demand dynamics.
Risks include changes in health care regulations and labor costs.
Recent performance was a top contributor due to strong cash-flow growth.
Future outlook optimistic with continued demand for assisted-living spaces.

In the Fidelity Real Estate Investment Portfolio Q3 2024 fund review, Ventas, Inc. (VTR, Financial) was highlighted as a significant contributor within the health care REIT sector. The fund, managed by Steve Buller, noted the company's recovery post-pandemic, driven by improved supply conditions and growing demand for assisted-living spaces.

"In health care, our biggest relative contributor was an overweight in Ventas (+26%). This industry generally performed well this period as it continued to recover following the pandemic." — Fidelity Real Estate Investment Portfolio, Q3 2024 Fund Letter

Read full letter at gurufocus fidelity real estate investment portfolio q3 2024 fund review 2024 Q3 page.

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