$VTR Ventas Tape Reports
Per Ticker.id: $VTR Ventas Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-03 09:00 UTC.
Oh, uh, uh, Ventas. Um, there are businesses, there, there are like businesses that do things that you're like, that's a public company?
Josh Brown — The Compound and Friends · Brian Belski Returns! · 2026-07-03Wait, hold on. Give me some credit. When's the last time, first time you spoke about this? Ventas?
Michael Batnick — The Compound and Friends · Brian Belski Returns! · 2026-07-03Well, a lot's changed since we last spoke about Strawberry Fields in that the portfolio continues to get bigger and the dividend has gone up. So that worked out well. You know, speaking of healthcare, we have seen two, one very big and one big IPO that occurred in the healthcare space in the past quarter. Janus Living, which was spun off from HealthPeak, the ticker is JAN, and then National Healthcare Properties, NHP, which was a private-to-public conversion. You know, and so we are seeing a lot of renewed interest in the space. Look, the sector has been very strong over the past year or two. Again, lack of new supply, the number of consumers or tenants growing into these properties as baby boomers retire, Gen X on the horizon, et cetera. And again, so this is a sector that has done very well. Now in the past couple of weeks it's been a little bit weak, but this is a sector that again is dominated by, you know, a Ventas, a Welltower, and then there's kind of everybody else that's out there. And again, going back to that mid-cap example where you're talking about at the beginning, it's all these other companies that are really kind of moving that needle because again, when you're as big as a Welltower is, you know, it takes a lot to move that needle and grow versus, you know, a CareTrust, an LTC, some of these other players, you know, if they go out and acquire a portfolio, you can actually track meaningful earnings growth from it. Again, thinking about long-term investors that play in the REIT industry, senior housing and healthcare is a great place to be, frankly, because again, you're thinking about that tenant 10, 25, 50 years from now that's going to be living in those properties. And it's a sector that's again, ripe for development and evolution.
David Auerbach — Investing Experts · The REIT rally · 2026-06-15Well, first off, I like that you're looking to shift out of intermediate-term bonds because if anybody's out there, you have a bond fund of any type, you want it to be short-term, talking duration 2 to 3 years max, ideally even shorter than that potentially. But intermediate, usually that's 8 to 10 years, maybe 12 years, somewhere in that range. Too long, too much duration. Okay. So I like your thought process there. Now rotating into REZ, what you're doing is actually you're not buying one REIT. This is a REIT fund. Okay. So yes, there are a lot of residential REITs in here, like Invitation Homes, like AvalonBay, Equity Residential, et cetera. But you said not in office and industrial REITs, but the reality is you actually have a lot of those. You have Extra Space Storage, you have Ventas, you have Public Storage. A lot of these are residential— or sorry, uh, industrial and office REITs. So make sure you know what you own. Yes, it says residential and multi-sector real estate ETF. And this goes back to what I always tell people, which is don't rely on the name of the fund just to tell you exactly what's in it. Those names are very short. You're talking 4 or 5 words. And a lot of times sectors or these ETFs are— it's difficult for them to really summarize exactly what it's invested in. And what they've tried to do is by saying, they say residential, yes, they led with that. And there's a good amount of those, but then it says multi-sector. That's multi-sector means more than one. And guess what? That also means probably every sector of the real And that can be fine. I have no issue with that. It's not what I'm saying. I'm just saying you aren't skirting away from, uh, office and industrial REITs here. You're getting plenty of that as well. Now, would I rather own this than an intermediate-term bond fund? Yes, I would. But understand it is an ETF. You have an expense ratio of 48 basis points. You're paying that even though you might not see it, you're definitely paying it. It's a solid fund. It gets 4 out of 5 stars via Morningstar. Pretty good. But understand what you own. It's a multi-sector REIT. You're getting exposure to all of it.
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