economy
March 13, 2026
These stocks will benefit from AI and an aging population, Jefferies says. They also pay dividends
Artificial intelligence is being integrated into senior housing companies and some names will rise above the rest, according to Jefferies.
TL;DR
- The senior housing sector is integrating AI to boost productivity and savings, driven by an aging population.
- AI enhances sales execution, pricing discipline, and same-store net operating income growth through advanced analytics.
- Welltower is identified as having the largest AI edge, leveraging a proprietary data science and machine learning platform built over a decade.
- Welltower integrated OpenAI in 2023 and has invested heavily in its AI capabilities, enabling effective capital allocation.
- American Healthcare REIT is also expected to benefit from AI and has a growing investment pipeline.
- Both Welltower and American Healthcare REIT offer dividend yields, attracting investors.
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