American Healthcare REIT (AHR) reported $540.6 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 8.2%. EPS of $0.38 for the same period compares to -$0.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $538.59 million, representing a surprise of +0.37%. The company delivered an EPS surprise of +2.70%, with the consensus EPS estimate being $0.37.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

American Healthcare REIT (AHR) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.30 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 2.70%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.40 per share when it actually produced FFO of $0.40, delivering no surprise.Over the last four quar ...

American Healthcare REIT ("AHR") Announces First Quarter 2025 Results; Increases Full Year 2025 Guidance American Healthcare REIT, Inc. (the "Company," "we," "our," "management," or "us") (NYSE: AHR) announced today its first quarter 2025 results and is increasing full year 2025 guidance. Key Highlights: Exhibit 99.1 Press Release Irvine, CA – May 8, 2025 Contact: Alan Peterson Email: investorrelations@ahcreit.com "The year is progressing as planned, and we have successfully raised capital at attractive pri ...

IRVINE, Calif., May 8, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company," "we," "our," "management," or "us") (NYSE: AHR) announced today its first quarter 2025 results and is increasing full year 2025 guidance.Key Highlights: Reported GAAP net loss attributable to controlling interest of $(6.8) million and GAAP net loss attributable to common stockholders of $(0.04) per diluted share for the three months ended March 31, 2025. Reported Normalized Funds from Operations attributable to common ...

IRVINE, Calif., April 3, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its first quarter 2025 earnings release on Thursday, May 8, 2025, after the close of trading.A public conference call with a simultaneous webcast will be held on Friday, May 9, 2025, at 10:00 a.m. Pacific Time / 1:00 p.m. Eastern Time. During the conference call, company executives will review first quarter 2025 results, discuss recent events, and conduct a question-and ...

Core Insights - The article does not provide any specific company or industry insights, focusing instead on disclaimers and disclosures related to investment advice and positions held by the authors [1][2][3] Group 1 - The authors have no stock, option, or similar derivative positions in any of the companies mentioned and have no plans to initiate such positions within the next 72 hours [1] - The content is based on personal thoughts and research, emphasizing the need for readers to conduct their own due diligence before making investment decisions [2] - The article clarifies that past performance is not indicative of future results and that no specific investment recommendations are being made [3]

IRVINE, Calif., March 19, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) announced today that its board of directors has declared a quarterly distribution of $0.25 per share for the quarter ending March 31, 2025. The distribution will be payable in cash on or about April 17, 2025, to all holders of record of its common stock as of the close of business on March 31, 2025.About American Healthcare REIT, Inc.American Healthcare REIT, Inc. (NYSE: AHR) is a real estate investment trust that acqu ...

Core Viewpoint - Chilton Capital Management's REIT Team focuses on investments in publicly traded real estate investment trusts (REITs) and related entities primarily in North America, emphasizing the advantages of liquidity, transparency, and total return characteristics of public REITs [1] Group 1: Team and Strategy - The REIT Team is led by co-portfolio managers Bruce Garrison and Matt Werner, with Garrison having over 40 years of experience in public REIT analysis [1] - The investment strategy combines real estate industry experience with traditional security analysis methods, including research and analytical depth [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] Group 2: Investment Focus - The REIT Team invests in a variety of property types, including apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and healthcare-related facilities [1] - The focus on public securities allows for diversification across geography, sector, strategy, property, and tenant while maintaining portfolio liquidity [1]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Hoya Capital Research & Index Innovations (“Hoya Capital”) is an affiliate of Hoya Capi ...

Financial Performance and Stability - The company has experienced net losses in the past and may continue to do so in the future, primarily due to depreciation, interest expenses, and general administrative costs[107]. - The financial stability of tenants is crucial for the company's revenue, and lease defaults could significantly impact distributions to stockholders[106]. - Economic downturns could lead to tenant defaults, reduced occupancy rates, and lower property values, adversely affecting financial results[114]. - The company may incur additional costs in re-leasing specialized properties if tenants default or terminate leases, which could materially affect its financials[120]. - Inflationary pressures are expected to increase general and administrative expenses, including compensation and professional fees[129]. - The company may not be able to recover all operating expenses due to inflation, which could adversely impact its financial performance[128]. - The company faces risks associated with real estate investments, including potential decreases in property values and the inability to sell properties at favorable prices[125]. - The company’s ability to maintain distributions may be affected by cash flow from operations, with potential changes evaluated throughout 2025[256]. Competition and Market Risks - The company faces significant competition in acquiring healthcare-related facilities, which may increase costs and impede investment opportunities[113]. - Competition from other medical practices and facilities could adversely affect tenants' ability to make rental payments[153]. - The healthcare industry is facing increased competition and scrutiny, leading to higher expenses and pressure to reduce payments to service providers[194]. Regulatory and Compliance Risks - The company is subject to various regulatory risks that could impact operations and profitability, including potential audits and investigations[103]. - The healthcare industry is heavily regulated, and changes in laws or regulations could adversely affect tenants' ability to make rent payments[168]. - Failure to obtain necessary licenses or certificates of need (CON) could prevent facilities from operating as intended, impacting rent payments[169]. - The company may face adverse legislative or regulatory tax changes that could increase tax liability or reduce operating flexibility[232]. Debt and Financial Structure - As of December 31, 2024, the company's outstanding debt totaled $1.7 billion, with 8.2% being unhedged variable-rate debt[130]. - The company expects to fund a portion of its cash needs through operating cash flows, issuances of additional equity, and additional indebtedness[203]. - Rising interest rates have significantly increased the company's interest costs, potentially reducing available cash flow for operations and distributions to stockholders[204]. - The company may incur mortgage debt on existing properties to finance acquisitions or capital investments, which could affect its REIT qualification[205]. - The company's overall leverage was reported to be lower than 30.0% of its combined market capitalization and outstanding indebtedness as of December 31, 2024[202]. Geographic and Sector Concentration - The company has a high concentration of properties in specific geographic areas, increasing vulnerability to local economic conditions[97]. - As of December 31, 2024, properties in Indiana and Ohio accounted for approximately 35.6% and 11.8% of the total property portfolio's annualized base rent or annualized NOI, indicating a significant geographic concentration of risk[133]. - The company has a concentration of investments in senior housing (41.0%), skilled nursing facilities (SNFs) (28.0%), and other healthcare-related facilities (26.1%), which increases vulnerability to negative factors affecting these sectors[135]. Operational Risks - The company is dependent on key personnel, and the loss of executives could materially affect operations and performance[109]. - Cybersecurity threats pose risks to the company's information technology systems, which could materially affect operations and reputation[124]. - Delays in obtaining necessary permits for development projects could hinder revenue generation and operational efficiency[143]. - The company may face challenges in acquiring new properties or making capital improvements if it cannot secure funding on favorable terms[116]. Economic and Market Conditions - The market price and trading volume of the company's common stock may be volatile, influenced by broader economic conditions[111]. - The company may incur substantial costs related to environmental cleanup and compliance with regulations, which could adversely affect financial performance[150]. - Severe weather events and climate change could increase operational costs and damage properties, impacting financial performance[157]. - Economic factors may hinder seniors' ability to afford resident fees, impacting occupancy rates and revenues at healthcare facilities[182]. Investment and Growth Strategies - The company may incur additional indebtedness in the future, which could adversely affect financial stability and operational flexibility[103]. - Future offerings of debt or equity securities may dilute existing stockholders and affect the company's ability to raise capital on favorable terms[103]. - The company evaluates tenant rent coverage ratios based on unaudited financial information provided by tenants, which may not accurately reflect their ability to make rent payments[138]. Revenue and Expense Trends - As of December 31, 2024, the company reported a total revenue of $2,070,668,000, an increase from $1,866,618,000 in 2023, representing an increase of approximately 10.9%[332]. - Total property operating expenses for integrated senior health campuses increased to $1,430,539,000 (88.3% of revenue) from $1,335,817,000 (89.7% of revenue) in 2023[339]. - The company’s SHOP segment saw an increase in resident fees and services revenue by $77,124,000 in 2024, driven by acquisitions and increased occupancy[335]. - Total rental expenses decreased to $53,239,000 (28.5% of real estate revenue) in 2024 from $57,475,000 (30.2% of real estate revenue) in 2023, primarily due to dispositions of OM buildings[341].