A digital replay of the call will be available in the Investor Relations section of the Company's website at https://ir.americanhealthcarereit.com shortly after the conclusion of the call. The full text of the earnings report and supplemental data will be available immediately following the earnings release to the wire services on November 6, 2025, in the Investor Relations section of the Company's website at https://ir.americanhealthcarereit.com. Accessibility StatementSkip Navigation IRVINE, Calif., Oct. ...

Core Insights - American Healthcare REIT, Inc. (NYSE:AHR) is recognized as one of the 11 best performing IPOs in the last two years, reflecting strong market performance and investor confidence [1][3] - The company reported a revenue of $542.5 million for Q2, marking a 7.5% increase year-over-year, and its EPS rose to $0.42 from $0.01 in the same quarter last year [2] - AHR has a consensus Buy rating from 11 analysts, indicating positive sentiment and an expected upside potential of 8.13% as of September 16, 2025 [3] Financial Performance - Revenue for Q2 reached $542.5 million, representing a 7.5% growth compared to the previous year [2] - Earnings per share (EPS) increased significantly to $0.42 from $0.01 year-over-year [2] Growth and Expansion Plans - On August 8, 2025, AHR announced a new ATM Equity Offering Sales Agreement, allowing for the sale of up to $1 billion in common stock to fund portfolio expansion through new acquisitions [2] - The company specializes in acquiring and managing a diversified portfolio of healthcare properties, including medical office buildings, senior housing, and skilled nursing facilities [4] Market Position - Since its IPO on February 7, 2024, AHR has experienced a remarkable growth of 225.99% [3] - The company operates from its headquarters in California and has established itself in the healthcare real estate investment trust (REIT) sector [4]

Core Points - American Healthcare REIT, Inc. has declared a quarterly distribution of $0.25 per share for the quarter ending September 30, 2025 [1] Company Summary - The distribution reflects the company's ongoing commitment to returning value to its shareholders [1] - The announcement was made by the board of directors, indicating a structured approach to shareholder returns [1] Industry Context - The healthcare real estate investment trust (REIT) sector continues to focus on providing consistent returns through regular distributions [1] - This distribution aligns with industry trends of REITs maintaining or increasing payouts to attract and retain investors [1]

Core Viewpoint - The article discusses the investment landscape in the real estate sector, particularly focusing on the performance and potential of various real estate investment trusts (REITs) and housing-related companies. Group 1: Company Insights - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, which provides investment advisory services and focuses on publicly traded securities in the real estate industry [2]. - The commentary emphasizes that the information provided is for educational purposes and does not constitute investment advice [2][3]. Group 2: Market Commentary - The article highlights that past performance of investments is not indicative of future results, stressing the importance of understanding market risks [3]. - It notes that investments in real estate companies and housing industry firms carry unique risks, which should be considered by potential investors [2].

CALGARY, Alberta--(BUSINESS WIRE)--Genesee & Wyoming Canada Inc. (G&W Canada) today announced that its subsidiary, Alberta Heartland Railway Limited (AHR), has entered into various agreements with Gasia Energy Corp. (Gasia), including the long-term lease of more than 50 acres at Gasia's planned energy complex in Strathcona County on which AHR intends to construct and operate a multiservice rail terminal to serve Gasia and other AHR customers. Located east of the North Saskatchewan River. ...

Company Overview - American Healthcare REIT is a midsized but growing diversified healthcare REIT that focuses on investments in senior health campuses, particularly through its significant investment in Trilogy, which constitutes more than half of its Net Operating Income (NOI) [3]. Leadership and Structure - The leadership team includes Danny Prosky as President and CEO, Brian Peay as Chief Financial Officer, and Alan Peterson as VP of Investor Relations [2]. IPO and Market Position - The company went public approximately 1.5 years ago, with Bank of America (BofA) leading the Initial Public Offering (IPO) [2].

Summary of American Healthcare REIT Conference Call Company Overview - **Company**: American Healthcare REIT (NYSE:AHR) - **Type**: Mid-sized diversified healthcare REIT - **Key Investment**: Trilogy Health Services, which constitutes over 50% of the company's Net Operating Income (NOI) [2][3] Industry Insights - **Operating Environment**: The current operating environment for REITs is described as the best seen in 33 years, with significant organic earnings growth due to supply-demand imbalances in long-term care [3][4] - **Demand Growth**: The demand for long-term care is expected to grow significantly over the next 15 years, driven by the aging baby boomer population [4] - **Supply Constraints**: New construction starts in the healthcare sector have been low, leading to a multi-year period where demand will outstrip supply [4] Financial Performance - **Occupancy Rates**: As of the end of Q2, spot occupancy was approximately 87.5%, with strong growth observed in July and August [7][9] - **Revenue Per Occupied Room (REVPOR)**: There has been a focus on increasing REVPOR, which has shown significant growth, while occupancy rates have also improved [21][22] - **Medicare Advantage Growth**: The percentage of Medicare Advantage resident stays has increased to 7.2%, with expectations for continued growth as insurers push rates up due to demand for access to Trilogy facilities [13][14] Strategic Initiatives - **Dynamic Pricing**: The company is implementing dynamic pricing strategies across its portfolio, moving away from fixed rate sheets to more flexible pricing based on occupancy levels [30][31] - **Employee Retention**: Trilogy has a lower employee turnover rate (40-45%) compared to the industry average (80-100%), which is attributed to better employee satisfaction and career development opportunities [38][40][51] - **Acquisition Pipeline**: The company has over $350 million in its acquisition pipeline, focusing on high-quality assets that will provide organic earnings growth [58][60] Challenges and Risks - **Labor Shortages**: Labor remains a significant challenge in the industry, although the situation has improved recently. The company emphasizes the importance of being an attractive employer to retain staff [45][46] - **Regulatory Changes**: The company is monitoring potential changes in Medicaid reimbursement rates and the impact of lawsuits related to value-based payments in states like Ohio [77][78] Future Outlook - **Earnings Growth**: The company expects strong organic earnings growth over the next few years, even without new acquisitions, due to the performance of existing facilities [67] - **Market Conditions**: The current market conditions are favorable, with demand growth outpacing supply growth, which is expected to continue driving performance [64] Additional Notes - **AI Initiatives**: The company plans to increase spending on AI initiatives in the coming year [83] - **Same-Store NOI**: Expectations for same-store NOI in the sector are positive, with predictions for it to be higher next year [85][86]

Core Viewpoint - American Healthcare REIT, Inc. (AHR) has released its inaugural Corporate Responsibility Report and Task Force on Climate-related Financial Disclosures (TCFD) Report, highlighting its commitment to responsible growth and transparency in its operations [1][2]. Corporate Responsibility Report Highlights - The report outlines AHR's progress in three key areas: corporate governance, environmental responsibility, and social responsibility [3]. - AHR emphasizes strong governance practices, including enhanced board independence and the establishment of a Corporate Responsibility Committee [5]. - The company has completed its first Scope 1 and 2 greenhouse gas emissions inventory and is investing in energy-efficient updates across its properties [5]. Climate-related Risk Management - The TCFD Report details AHR's initial climate scenario analysis, assessing physical risks like extreme weather and transition risks such as regulatory developments [3]. - AHR has repositioned its portfolio to reduce exposure to high-risk geographies and standardized emissions reporting to enhance decision-making [3]. Future Plans - AHR plans to establish baseline environmental performance data and set measurable improvement targets [6]. - The company aims to expand energy- and water-efficiency initiatives and broaden leadership development and wellness programs for employees [6]. Company Overview - American Healthcare REIT, Inc. is a real estate investment trust focused on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate, primarily in senior housing, skilled nursing facilities, and outpatient medical buildings across the U.S., U.K., and Isle of Man [8].

Core Insights - Albert Anthony is a Croatian-American business author and media contributor with a focus on real estate investment trusts (REITs) [1] - He has a background in IT analysis for Fortune 500 companies and experience in financial services with Charles Schwab [1] - Anthony is launching a book on REITs in 2025 and operates his own equities research firm remotely [1] Background and Experience - The author has over 1,000 followers on Seeking Alpha and writes for various financial platforms [1] - He has participated in numerous business and innovation conferences in the EU and the US [1] - Anthony is pursuing a CMSA certification from the Corporate Finance Institute [1] Media and Digital Presence - He is active in digital media, including a YouTube channel focused on REITs [1] - The author has appeared in regional media channels in Croatia and has had roles in multiple productions [1] - Albert Anthony & Company is a sole proprietorship based in Austin, Texas, focusing on general market commentary and research [1]

Core Insights - American Healthcare REIT, Inc. will participate in a roundtable presentation at the BofA Securities Global Real Estate Conference on September 10, 2025 [1] - The company will issue its investor presentation on September 8, 2025, after market close [2] - American Healthcare REIT focuses on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate, primarily in senior housing, skilled nursing facilities, and outpatient medical buildings [3] Company Information - American Healthcare REIT, Inc. is a real estate investment trust listed on NYSE under the ticker AHR [3] - The company operates across the United States, the United Kingdom, and the Isle of Man [3] - The company has been certified as a Great Place to Work® for 2025 [6]