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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Farrell Granath | Bank of America | 12 | 0% |
| Austin Wurschmidt | KeyBanc Capital Markets | 11 | 0% |
| Vikram Malhotra | Mizuho Securities | 11 | 9% |
| Omotayo Okusanya | Deutsche Bank | 10 | 10% |
| Wes Golladay | Robert W. Baird | 9 | 0% |
| Ron Kamdem | Morgan Stanley | 9 | 0% |
| Mike Carroll | RBC Capital Markets | 9 | 0% |
| Rich Anderson | Wedbush Securities | 9 | 11% |
| Juan Sanabria | BMO Capital Markets | 8 | 13% |
| Nick Yulico | Scotiabank | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 0% |
| BMO Capital Markets | 2 | 11 | 9% |
| Citigroup | 2 | 11 | 0% |
| Wells Fargo |
| 2 |
| 11 |
| 0% |
| Green Street | 2 | 11 | 9% |
| KeyBanc Capital Markets | 1 | 11 | 0% |
| Mizuho Securities | 1 | 11 | 9% |
| Robert W. Baird | 2 | 11 | 0% |
DOC posted FFO as adjusted of $0.45 per share with lab occupancy inflecting upward to 77.7% on a broad pipeline, as the Janus Living IPO was completed at a 20-turn premium and a Blackstone outpatient JV at a 6.1% cap rate validated private market value. FFO guidance was raised to $1.71-1.75 on buyback accretion, while outpatient medical sustained strength with 5.4% re-leasing spreads and capital recycling progressed toward the $1 billion target.
Demand | Capital Allocation | Capex Investment | M&A | Competitive Dynamics | Guidance Reliability | Credit | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 8 | 10 | 4 | 4 | 3 | 3 | |
| 2025Q1 | 11 | 3 | 11 | 2 | 5 | 3 | ||
| 2025Q2 | 12 | 4 | 2 | 2 | 3 | 1 | 6 | 1 |
| 2025Q3 | 12 | 11 | 2 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 11 | 5 | 3 | 6 | 1 | 5 | 1 | |
| 2026Q1 | 6 | 4 | 1 | 3 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 10 | 11 | 12 | 12 | 11 | 6 |
| Capital Allocation | 8 | 3 | 4 | 11 | 5 | 4 |
| Capex Investment | 10 | 11 | 2 | 2 | 3 | 1 |
| M&A | 4 | 2 | 2 | 6 | 3 | |
| Competitive Dynamics | 4 | 2 | 3 | 1 | 1 | 3 |
| Guidance Reliability | 3 | 1 | 1 | 5 | 3 | |
| Credit | 5 | 6 | 1 | 1 | ||
| Revenue Growth | 3 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DOC Healthpeak Properties | 6 | +7.1% | |
| VTR Ventas | 8 | +22.0% | |
| WELL Welltower | 8 | +40.3% |