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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Farrell Granath | Bank of America | 13 questions · 0% challenging |
| Austin Wurschmidt | KeyBanc Capital Markets | 12 questions · 0% challenging |
| Vikram Malhotra | Mizuho Securities | 11 questions · 9% challenging |
| Omotayo Okusanya | Deutsche Bank | 10 questions · 10% challenging |
| Rich Anderson | Cantor Fitzgerald | 10 questions · 10% challenging |
| Ron Kamdem | Morgan Stanley | 10 questions · 0% challenging |
| Mike Carroll | RBC Capital Markets | 10 questions · 0% challenging |
| Wes Golladay | Robert W. Baird | 9 questions · 0% challenging |
| Juan Sanabria | BMO Capital Markets | 9 questions · 11% challenging |
| Michael Stroyeck | Green Street | 8 questions · 13% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 13 questions · 0% challenging |
| BMO Capital Markets | 2 analysts | 12 questions · 8% challenging |
| Citigroup | 2 analysts | 12 questions · 0% challenging |
| Wells Fargo | 2 analysts | 12 questions · 0% challenging |
| Green Street | 2 analysts | 12 questions · 8% challenging |
| KeyBanc Capital Markets | 1 analyst | 12 questions · 0% challenging |
| Robert W. Baird | 2 analysts | 11 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 11 questions · 9% challenging |
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 |
What DOC said about other companies on its FY2026 Q1 call, and what other companies said about DOC on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we now have Hines partnering with us on the multifamily opportunity.”
Healthpeak brought in Hines to lead the multifamily/residential half of its ~5M sq ft mixed-use Alewife project in Cambridge.
“this outcome was achieved through direct negotiations with Baylor and McKesson, leveraging decades-long relationships and in-house operating platform”
Healthpeak negotiated the Baylor cancer-center lease renewals directly with Baylor and McKesson, indicating McKesson's involvement (US Oncology) as a party in the outpatient oncology real estate.
“several large renewals with leading health system partners, including Baylor Scott & White, Norton Health and HCA.”
Baylor Scott & White is a leading health-system tenant that renewed large outpatient leases with Healthpeak, including a 458,000 sq ft Dallas cancer-center campus.
“several large renewals with leading health system partners, including Baylor Scott & White, Norton Health and HCA.”
HCA is named among the leading health-system tenants that signed large outpatient-medical lease renewals with Healthpeak this quarter.
“In March, we closed a joint venture recap with Blackstone on a fully occupied outpatient portfolio at a 6.1% cash cap rate.”
Healthpeak closed a JV recap with Blackstone on a fully occupied outpatient medical portfolio at a 6.1% cap rate and calls it a template for future recaps/acquisitions, a signal for Blackstone's healthcare real estate appetite.
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Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Healthpeak Properties (DOC), FY2026 Q1: 6/10. Scores: Healthpeak Properties’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: DOC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +7.12% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $698M | +26.1% | $0.01 | -92.3% | 0.7% | — |
| FY2025 Q1 | $703M | +15.9% | $0.06 | +500.0% | 6.1% | — |
| FY2025 Q2 | $694M | -0.2% | $0.05 | -76.2% | 4.6% | — |
| FY2025 Q3 | $706M | +0.8% | $-0.17 | -241.7% | -16.6% | — |
| FY2025 Q4 | $719M | +3.1% | $0.16 | +1500.0% | 15.8% | — |
| FY2026 Q1Selected | $753M | +7.1% | $0.28 | +366.7% | 25.7% | — |
| FY2026 Q2 | $772M | +11.1% | $0.08 | +60.0% | 6.8% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| DOCHealthpeak Properties | 6 | +7.1% | Janus Living IPO completed with $240M of FFO at 20-turn premium | |
| VTRVentas | 8 | +22.0% | SHOP Occupancy and NOI Surge | |
| WELLWelltower | 8 | +38.4% | Welltower delivered record same-store NOI growth of 16.4%, by far the highest in company history, with normalized FFO of $1.47 per share growing 22.5% year-over-year |
Janus Living IPO completed with $240M of FFO at 20-turn premium
Welltower delivered record same-store NOI growth of 16.4%, by far the highest in company history, with normalized FFO of $1.47 per share growing 22.5% year-over-year
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| DOC | 7 | 6 | 6 | 6 | 8 | 6 |
| VTR | 8 | 7 | 9 | 9 | 9 | 8 |
| WELL | 8 | 8 | 8 | 9 | 8 | 8 |