In its 2023 Q4 earnings report last week, Ventas didn't meet expectations — a lost of $0.23 per share for the quarter rather than the $0.164 analysts projected, according to Business Insider. And the annual loss was $0.10 per share, higher than the expected $0.04.

But the company emphasized the way forward. "We expect unprecedented demand for senior housing in 2024 and subsequent years because of the rapidly growing senior population and the value our communities provide to residents and their families," said Debra Cafaro, chairman and chief executive officer, in prepared remarks. "Accelerating demographic demand is driving advantaged growth from our portfolio. We are optimistic about the future and committed to delivering continued strong performance and value for shareholders while enabling exceptional environments that benefit the large and growing aging population."

More specifically, "We're already seeing our pipeline expand as high-quality senior housing communities in good markets with embedded growth come to market, and we have a line of sight to complete over $300 million of investments in the first half of this year," Cafaro said during the earnings call.