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Healthpeak Properties (DOC) investor relations material
Healthpeak Properties Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary24 Oct, 2025
Executive summary
Life science leading indicators are turning positive, and private market values for outpatient medical are strengthening, signaling a turning point for the business.
Strategic $5 billion merger with Physicians Realty Trust expanded the outpatient portfolio and internalized property management for 39 million sq ft, enhancing tenant relationships and operational efficiency; the merger is fully integrated, benefiting from improved market sentiment and higher leasing pipeline.
Technology initiatives and AI adoption are driving efficiency, with G&A projected at $90 million, lower than five years ago despite inflation and growth, and G&A guidance reduced by 5%.
Amended and restated credit agreements for revolving and term loan facilities were executed in October 2025, involving Healthpeak Properties, Inc., its subsidiaries, and a syndicate of major banks and institutional lenders.
Outpatient medical demand outpaces new supply, driving strong leasing spreads (+5.4%) and higher escalators (+3% on new leases), with low tenant improvement costs and a 10 bps sequential occupancy increase.
Financial highlights
Q3 FFO as adjusted was $0.46 per share; AFFO was $0.42 per share; Nareit FFO $0.45/share; Q3 net loss of $(0.17) per share.
Q3 revenues: $705.9M; YTD revenues: $2.1B.
Year-to-date same-store portfolio growth was 3.8%; Q3 same-store cash NOI growth of 0.9% (merger-combined); CCRC same-store cash NOI up 9.4% for the quarter and 11.3% YTD.
Outpatient medical total occupancy ended at 91%, with positive cash releasing spreads of 5.4%; Q3 new and renewal leases: 1.5M sq ft total, with outpatient medical at 1.2M sq ft and lab at 339K sq ft.
YTD asset sales and loan repayments total $160M; $204M in additional asset sales under contract.
Outlook and guidance
2025 guidance reaffirmed: Nareit FFO per share $1.78–$1.84; FFO as Adjusted per share $1.81–$1.87; same-store cash NOI growth 3.0%–4.0%.
2025 diluted EPS guidance updated to $0.00–$0.06 (from $0.25–$0.31).
CCRC and outpatient medical segments are outperforming at or above the high end of initial guidance.
Interest expense and G&A guidance reduced by $10 million due to better pricing, tech gains, and merger synergies.
Occupancy expected to decline into the high 70% range before recovering in late 2026 as leasing pipeline converts.
Prioritize uses for $1B+ asset sale proceeds
Reconcile near-term Lab occupancy decline vs. inflection point
Explain the updated diluted EPS guidance
Life science recovery: When will pricing power return?
Capital recycling: Expected accretion/dilution?
Beyond G&A, how will tech drive new revenue?
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Next Healthpeak Properties earnings date
Q4 20256 Feb, 2026
Next Healthpeak Properties earnings date
Q4 20256 Feb, 2026
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Frequently asked questions
Healthpeak Properties Inc is a real estate investment trust focused on properties serving the healthcare industry. The company owns and manages life science facilities, medical office buildings, and senior housing properties located in major U.S. markets. Its tenants include health systems, research institutions, and senior care operators. Healthpeak Properties Inc is headquartered in Denver, Colorado, and its shares are listed on the NYSE.
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