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DODOC

What Healthpeak Properties promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

17 of 19 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Full-year gross proceeds from asset sales, recapitalizations and loan repayments$1 billion or moreDec 2025Jun 2026:the proceeds raised exceed our capital recycling target for the year in a single transaction
Call transcript, Jun 2026 · no direct link
Achieved
Full-year FFO as adjusted per share$1.70 to $1.74Dec 2025Jun 2026:We raised our FFO's adjusted guidance range by [ $0.02 ] to $1.73 to $1.77 per share.
Call transcript, Jun 2026 · no direct link
Revised Up
Lab total occupancy at year-end versus the prior year-endincrease from year-end 2025 to year-end 2026Dec 2025Jun 2026:We ended the quarter with total occupancy increasing by 80 basis points sequentially to 78.5%. That is a 140 basis points increase since year-end 2025.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Healthpeak Properties’s full ledger

A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 35 tracked commitments for Healthpeak Properties

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.