Welltower Inc. and Public Storage Corp. announced a strategic partnership on March 1, 2026 that will combine Welltower’s data‑science platform, launched in 2016, with Public Storage’s operational analytics capabilities to enhance capital allocation and operational efficiency across both companies.
Welltower’s platform has already managed more than $80 billion in capital allocation and has compressed transaction timelines from months to weeks. In the partnership, Public Storage will license bespoke models from Welltower to sharpen its acquisition strategy and support its PS4.0 value‑creation framework, aiming for stronger risk‑adjusted returns on new facilities.
Public Storage brings a suite of best‑in‑class operational analytics, including revenue management, customer behavior modeling, and demand forecasting. Over time, Public Storage will share these capabilities with Welltower to improve the latter’s operating performance and data‑driven decision making, creating a two‑way exchange of expertise.
The collaboration is positioned to deliver a durable competitive advantage by leveraging proprietary data that is neither accessible nor replicable by competitors. By integrating Welltower’s capital‑allocation models into Public Storage’s platform, the companies expect to accelerate value creation and improve capital deployment efficiency, while Public Storage’s operational insights will help Welltower refine its operating platform.
Tom Boyle, incoming Chief Executive Officer of Public Storage, said, "Both Welltower and Public Storage have built differentiated data science capabilities that create a durable competitive advantage. By integrating Welltower's data science-driven capital allocation capabilities into our PS4.0 platform, we expect to further sharpen how we deploy capital and accelerate value creation. Over time, our operational analytics capabilities will help enhance Welltower's operating platform, as well."
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