-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：VTR公佈第一季營收為16.6億美元，年增22.0%（季增5.8%），超出市場預期8,100萬美元。同店現金淨營業收入較去年同期成長8.7%，主要得益於老年住宅營運（SHO）業務的強勁表現（年成長15.4%）。門診醫療和研究（OMR）業務貢獻了2.4%的淨營業收入增長，而三淨租賃（NNN）業務則貢獻了1.6%的同比增長，這表明VTR在所有業務板塊均展現出多元化的實力。 SHOP業務基本面依然強勁，入住率年增310個基點（環比增長30個基點）至90.4%，平均每間已入住客房月收入（RevPOR）同比增長5.0%至5,512美元，展現了VTR在養老地產市場持續強勁的定價能力。現金淨營業收入利潤率顯著提升，其中SHOP利潤率提升170個基點至30.0%，而OMR利潤率較2025年第一季水準下降80個基點至64.6%。 SHOP業務的高效營運持續推動入住率提升和利潤率擴張，為VTR未來淨營業收入的持續成長奠定了堅實的基礎。
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