Contrarian Corpus
Land & Buildings vs. Welltower Inc.

Welltower Inc. · WELL

1 deck published between 2026-04-01 and 2026-04-01 — 20 pages, 20 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2026-04-01 initial thesis

    2026 04 LandB White Paper Welltower Compensation Plan Hubris April 2026

    20pp · research_note

    Welltower's 10-year executive program could pay CEO Mitra up to $3 billion while incentivizing dilutive growth at a 144% NAV premium — shareholders should sell WELL and rotate into Ventas or AHR.