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Welltower REIT will outperform in 2024, says Morgan Stanley's Ron Kamdem

Reported by Cnbc
Dec 21, 2023· 1 min read
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Key Takeaways
  • • Morgan Stanley REIT analyst Ronald Kamdem told CNBC's 'The Exchange' on December 21, 2023 that Welltower will outperform in 2024.
  • • The interview covered the state of the REIT sector and its outlook for 2024, according to the CNBC segment description.
  • • The primary source is a short video segment, so the specific valuation metrics and rationale behind the Welltower call are not available in the source material.
Summary
Morgan Stanley REIT analyst Ronald Kamdem said Welltower will outperform in 2024, according to a CNBC interview on 'The Exchange' published December 21, 2023. Kamdem joined the program to discuss the state of real estate investment trusts, their outlook for the coming year, and related topics.

Welltower, a healthcare-focused REIT, was the subject of the call. The CNBC segment description does not include the specific drivers, valuation figures, or price targets that underpin the outperformance view, so readers seeking the analytical basis should consult the full interview or Morgan Stanley's published research.

For institutional allocators, the call is a sell-side view on a single healthcare REIT ahead of 2024 and not a broad sector allocation signal. The source material is limited to the interview description and does not provide additional market data or comparative performance figures.

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Sources

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AlphaMaven summarised this story from the reporting below. Each link opens the original article.

Cnbc Welltower REIT will outperform in 2024, says Morgan Stanley's Ron Kamdem

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