WELL
REIT - Healthcare Facilities · Real Estate
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
John Kilachowski is recorded as Analyst at Wells Fargo. John Kilachowski has spoken on 20 earnings calls and 1 other investor event across 15 companies, most recently for Healthpeak Properties, Inc. on August 5, 2026. Those appearances were for Welltower Inc. (WELL), W. P. Carey Inc. (WPC), Agree Realty Corp (ADC), NETSTREIT Corp. (NTST), Healthpeak Properties, Inc. (DOC) and 10 other companies. The companies whose calls John Kilachowski spoke on are classified in the Real Estate sector.
“Scott, in the opening remarks, you talked about the outlook for lab getting more attractive here. I'm curious, are we getting back into an environment where the distressed lab opportunity is looking more attractive to you, and what's the opportunity set today there?”
“First question is just on the DFP and development pipelines growing. Joey, is that from just more effort on your end and more emphasis on those investment lines?”
“Pete, in the opening remarks, you talked about trending ahead. You're a year out from your strategic plan and you're trending ahead on all metrics. I'm kind of curious now, where does that put you in terms of your outlook on that 185 or 165 to 185 AFFO range that you gave in that strategic plan?”
“Maybe could you guys talk about the composition of what you bought in the quarter outside of the Speedway deal? And then, Mark, you talked about some portfolios out there.”
“Nikhil, you made some very helpful comments in the opening remarks in regards to the composition of sellers, and I was hoping you could dig in there a little bit and talk about what constitutes the rest of that pie of sellers and also what's driving this acceleration and transaction activity.”
Wells Fargo
Analyst
Transcript header (unverified)
WELL
REIT - Healthcare Facilities · Real Estate
WPC
REIT - Diversified · Real Estate
NTST
REIT - Retail · Real Estate
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
EPR
REIT - Specialty · Real Estate
REIT - Healthcare Facilities · Real Estate
CTRE
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate