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Debra Cafaro

Chairman & Chief Executive Officer, Ventas

Search every verified Debra Cafaro interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Debra Cafaro, Chairman and CEO of Ventas, discussed the company's performance and strategy in its Q3 2025 earnings call, describing "excellent performance and growth" driven by what she termed a "123 strategy" based on the "mega trend of longevity." She noted that demographic demand is accelerating as baby boomers begin turning 80, with the over-80 population expected to grow 28% over the next five years, while senior housing supply remains at record lows. Cafaro stated that the company's priorities are investing in private pay senior housing in the U.S., and she highlighted the establishment of a new platform in the UK with operator CCG, while indicating no meaningful plans to expand in Canada. In earlier appearances, Cafaro has consistently emphasized the strength of demographic tailwinds for senior housing, describing the sector as being in the "early innings of a double recovery" from COVID-19 impacts. She has also discussed Ventas's diversification into life science and research properties with leading universities, its exit from the skilled nursing business, and the company's financial strength and flexibility. Cafaro has expressed views on healthcare policy, stating her belief that the nation is "obligated to provide basic health care for all of our citizens" and advocating for reform of the Affordable Care Act, including expanding Medicaid in more states. She has also spoken about the challenges facing retiring baby boomers, citing data on insufficient retirement savings and the strain on Social Security and Medicare.

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