FRISCO, Texas and TOLEDO, Ohio, March 1, 2026 /PRNewswire/ — Public Storage (NYSE: PSA) and Welltower (NYSE: WELL) today announced a strategic data science partnership bringing together Welltower’s industry-leading data science-driven capital allocation expertise and Public Storage’s scaled operational, pricing, and customer analytics capabilities.
Welltower’s industry-leading data science platform – the company’s umbrella term encompassing machine learning, deep learning, and AI – was formed in 2016 and has since been led by a multidisciplinary team of Ph.D. computer scientists, engineers, statisticians, and mathematicians. This data science-driven capital allocation engine is designed to dynamically direct capital to the highest risk-adjusted return opportunities across acquisitions, developments, dispositions and lending. While Welltower’s platform has historically been focused on capital allocation, Public Storage has developed best-in-class operational data science capabilities as part of its transformation, including revenue management, customer behavior modeling, demand forecasting, and operating efficiency analytics, which are core drivers of net operating income growth and margin expansion.
As part of the partnership, Public Storage will license bespoke models from Welltower to deploy capital with greater velocity and precision on granular acquisitions to ultimately achieve stronger risk-adjusted returns. These capabilities build upon Public Storage’s Value Creation Engine and support its PS4.0TM strategy to compound per share value. Additionally, over time, Public Storage will share its proven operational data science capabilities to further drive Welltower’s operating performance and analytics-driven decision-making across the Welltower Business System.
As the largest companies in their respective sectors with decades of history, each company owns an unparalleled repository of proprietary data that is neither accessible nor replicable by competitors, third party data providers, or large language model (LLM) interfaces, creating a durable asymmetric information advantage. Welltower, the world’s largest publicly traded real estate company, has utilized its data science platform to successfully scale an unscalable business, as evidenced by over $80 billion of capital allocation activity in recent years. In an industry defined by lengthy transaction timelines of 5-9 months, Welltower has compressed the process to mere weeks, using advanced mathematical models and high performance compute. In turn, the company has substantially reduced latency in the system and dramatically increased “velocity to market.” The models that Public Storage will license from Welltower use various supervised and unsupervised learning to focus on micro-markets with the greatest return and growth potential.
“Both Welltower and Public Storage have built differentiated data science…
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