In Apollo Commerical Finance's case, the consensus EPS estimate for the current year increased 5.4% over the past three months. The stock currently has a Zacks Rank #2 (Buy). To break things down more, American Healthcare REIT belongs to the REIT and Equity Trust - Other industry, a group that includes 99 individual companies and currently sits at #156 in the Zacks Industry Rank. On average, stocks in this group have gained 7.1% this year, meaning that AHR is performing better in terms of year-to-date retur ...

Core Insights - Chilton Capital Management's REIT Team is led by experienced co-portfolio managers Bruce Garrison and Matt Werner, focusing on publicly traded real estate investment trusts (REITs) and related entities primarily in North America [1] - The REIT Team emphasizes the advantages of public REITs, including liquidity, transparency, and total return characteristics, which enhance diversification across various dimensions [1] - The investment strategy combines real estate industry experience with traditional security analysis methods to make informed investment decisions [1] Company Overview - Chilton Capital Management is an independently owned firm established in 1996, providing investment advisory services to a range of clients including registered investment companies, private clients, family offices, endowments, foundations, retirement plans, and trusts [1] - The REIT Team manages Separately Managed Accounts (SMAs) for high net worth individuals and institutions, and serves as a sub-advisor for the West Loop Realty Fund [1] Investment Strategy - The REIT Team's investment approach focuses on traditional methods of security analysis, including research, critical thought, and analytical depth, which are essential to their investment process [1] - The property types targeted by the REIT Team include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and various healthcare-related facilities [1]

IRVINE, Calif., July 1, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its second quarter 2025 earnings release on Thursday, August 7, 2025, after the close of trading.A public conference call with a simultaneous webcast will be held on Friday, August 8, 2025, at 10:00 a.m. Pacific Time / 1:00 p.m. Eastern Time. During the conference call, company executives will review second quarter 2025 results, discuss recent events, and conduct a quest ...

Core Viewpoint - American Healthcare REIT, Inc. has declared a quarterly distribution of $0.25 per share for the quarter ending June 30, 2025, payable on or about July 18, 2025 [1]. Company Overview - American Healthcare REIT, Inc. is a real estate investment trust (REIT) that focuses on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate, primarily targeting senior housing communities, skilled nursing, and outpatient medical buildings across the United States, the United Kingdom, and the Isle of Man [2].

Core Insights - 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 [2][3]. Group 1: Company Insights - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, providing investment advisory services and market commentary focused on publicly traded securities in the real estate industry [2]. - The commentary emphasizes that it is for informational and educational purposes only, and does not constitute investment, tax, or legal advice [2]. Group 2: Industry Insights - The real estate industry is highlighted as having unique risks associated with investments in real estate companies and housing industry companies, as well as investments in ETFs [2]. - The article notes that past performance of market data does not guarantee future results, indicating the inherent volatility and unpredictability of the real estate market [3].

Group 1 - The market shows resilience and even optimism despite increasing economic challenges, suggesting that market sentiment is a significant driver [1] - The stock market continues to rise alongside the implementation of tariffs, indicating a disconnect between economic indicators and market performance [1] Group 2 - The company is positioned as the largest real estate investment community on Seeking Alpha, boasting over 2,000 members and a perfect rating based on over 400 reviews [2] - A promotional offer is available for a limited time, allowing new members to join at a significantly reduced rate [2]

Group 1 - The population of seniors aged 80 and above in the United States is projected to increase significantly, indicating a growth trend in the senior demographic [1] - The article emphasizes the importance of high-quality dividend growth stocks for generating a safe and growing passive income stream [1] - The focus of the investment strategy is on portfolio income growth rather than total returns, with an ideal holding period described as "lifelong" [1] Group 2 - The author, Austin Rogers, is a REIT specialist with a background in commercial real estate, contributing to the High Yield Landlord investment group [1] - High Yield Landlord is noted as one of the largest real estate investment communities on Seeking Alpha, providing exclusive research and multiple real money portfolios [1]

Summary of American Healthcare REIT (AHR) 2025 Conference Call Company Overview - **Company Name**: American Healthcare REIT (AHR) - **Market Capitalization**: Approximately $6 billion - **Enterprise Value**: Approximately $7 billion - **Portfolio**: About 300 clinical healthcare real estate properties - **Unique Structure**: 70% of the portfolio is managed under RIDEA (Real Estate Investment and Development in Elderly Affairs) rather than leased, allowing AHR to retain bottom line earnings [9][10][12] Industry Dynamics - **Demographic Trends**: The oldest baby boomers will turn 80 next year, leading to a significant increase in demand for senior housing over the next 15 years [11] - **Supply Constraints**: There has been a significant drop in new construction starts for assisted living since 2018, exacerbated by COVID-19, rising construction costs, and increasing interest rates [12] - **NOI Growth**: AHR has experienced double-digit same-store NOI growth over the past two years, with expectations for continued growth due to favorable supply-demand dynamics in the senior housing sector [12][36] Competitive Advantages - **Managed vs. Leased Exposure**: AHR's higher exposure to managed properties (70%) compared to peers (60% or lower) allows for greater earnings retention and growth potential [13][16] - **Operator Relationships**: AHR's primary operator, Trilogy, manages about 60% of AHR's NOI and has a strong track record in integrated senior health campuses [18][20] - **Regional Focus**: AHR emphasizes building relationships with regional operators to enhance performance and accountability [30][32] Financial Performance and Guidance - **2024 Performance**: Strong performance led to optimistic growth expectations for 2025, with guidance indicating Trilogy same-store NOI growth in the low teens (13-14%) and SHOP same-store NOI growth in the low twenties [36][38] - **Earnings Growth**: Revised guidance for 2025 indicates a midpoint of $1.61 per share, up from $1.41, reflecting significant earnings growth and a reduction in leverage from 9x to 4.5x [42][44] - **Acquisition Pipeline**: AHR has a dynamic acquisition pipeline of over $300 million, focusing on managed segments to improve portfolio quality and returns [45][46][52] Risks and Mitigations - **Medicaid and Medicare Concerns**: AHR acknowledges potential risks from changes in Medicaid but believes that Trilogy's higher quality mix (less than 20% of revenue from Medicaid) mitigates these risks [60][64] - **Rate Growth**: Trilogy's ability to optimize resident mix and focus on value-based care positions it well to continue achieving rate growth despite potential regulatory changes [66][68] Key Takeaways - **Strong Demand**: The aging population and limited new supply create a favorable environment for AHR's growth in senior housing [11][12] - **Operational Excellence**: AHR's focus on managed properties and strong operator relationships are key differentiators in the competitive landscape [10][30] - **Positive Financial Outlook**: Continued double-digit growth in NOI and a robust acquisition strategy support a positive financial outlook for AHR [36][38][45]

I N V E S T O R P R E S E N T A T I O N J U N E 2 0 2 5 DISCLAIMERS FORWARD-LOOKING STATEMENTS Certain statements contained in this presentation, including statements relating to American Healthcare REIT, Inc.'s (the "Company") expectations regarding its performance, interest expense savings, balance sheet, net income or loss per diluted share, NAREIT FFO per diluted share, NFFO per diluted share, NOI growth, total portfolio Same-Store NOI growth, segment-level Same-Store NOI growth or decline, occupancy, r ...

Company Presentation - American Healthcare REIT, Inc. will present at Nareit's REITweek: 2025 Investor Conference on June 4, 2025, from 11:45 a.m. to 12:15 p.m. Eastern Time [1] - The presentation will feature CEO Danny Prosky, CFO Brian S. Peay, COO Gabe M. Willhite, and VP of Investor Relations and Finance Alan Peterson [1] - A live webcast of the presentation will be available, with a replay accessible for up to 30 days post-conference [1] Company Overview - American Healthcare REIT, Inc. is a real estate investment trust (REIT) that focuses on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate [2] - The company primarily targets senior housing communities, skilled nursing facilities, and outpatient medical buildings across the United States, the United Kingdom, and the Isle of Man [2]