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 selection methods to make informed investment decisions [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] Group 3: Company Background - Chilton Capital Management, established in 1996, provides investment advisory services for registered investment companies, private clients, family offices, endowments, foundations, retirement plans, and trusts [1] - The firm is independently owned and operated, with additional information available on the SEC's website [1]

Group 1 - The stock of American Healthcare REIT, Inc. (AHR) is experiencing significant attention due to high implied volatility in the options market, particularly the Jan 17, 2025 $15.00 Put option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in the stock's price, potentially due to an upcoming event [2] - American Healthcare REIT, Inc. holds a Zacks Rank 1 (Strong Buy) in the REIT and Equity Trust - Other industry, which is in the top 32% of the Zacks Industry Rank, indicating positive analyst sentiment [3] Group 2 - Over the past 60 days, two analysts have raised their earnings estimates for the current quarter, while one has lowered theirs, resulting in a net increase in the Zacks Consensus Estimate from 31 cents to 32 cents per share [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility, aiming for the underlying stock to not move as much as expected at expiration [4]

Dzmitry Dzemidovich REIT Performance The REIT sector was in the black for the 5th month in a row in September with a +3.09% average total return. REITs outpaced the NASDAQ (+2.8%), S&P 500 (+2.1%) and Dow Jones Industrial Average (+2.0%) in September. The market cap weighted Vanguard Real Estate ETF (VNQ) slightly outperformed the average REIT in September (+3.27% vs. +3.09%) and has significantly outperformed year-to-date (+13.53% vs. +9.61%). The spread between the 2024 FFO multiples of large cap REITs (2 ...

IRVINE, Calif., Oct. 3, 2024 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its third quarter 2024 earnings release on Tuesday, November 12, 2024, after the close of trading. A public conference call with a simultaneous webcast will be held on Wednesday, November 13, 2024, at 10:00 a.m. Pacific Time / 1:00 p.m. Eastern Time. During the conference call, company executives will review third quarter 2024 results, discuss recent events and conduct a ...

As the demand for healthcare services rises alongside an aging population, the need for healthcare-related facilities is set to grow significantly. Among the healthcare REITs I've previously explored, American Healthcare REIT (NYSE: AHR ) is my preferred choice I'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns o ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 27th: M/I Homes, Inc. (MHO) : This residential home-builder has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.7% over the last 60 days. M/I Homes' shares gained 34.8% over the last three months compared with the S&P 500's advance of 5.1%. The company possesses a Momentum Score of A. Ferrari N.V. (RACE) : This luxury performance sports-car ...

American Healthcare REIT (AHR) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Since a c ...

IRVINE, Calif., Sept. 24, 2024 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR; the "Company") has now exercised its purchase option to acquire the remaining 24% minority membership interest in Trilogy REIT Holdings, LLC ("Trilogy Holdings") that had been held by the Company's joint venture partner, an affiliate of NorthStar Healthcare Income, Inc. Upon the closing of the acquisition, the Company became the sole owner of Trilogy Holdings and the Company's Integrated Senior Health Campuses ("ISHC") ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 23rd: AngloGold Ashanti Limited (AU) : This gold mining company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 12.7% over the last 60 days. AngloGold Ashanti's shares gained 17.4% over the last three months compared with the S&P 500's advance of 5%. The company possesses a Momentum Score of A. American Healthcare REIT, Inc. (AHR) : This s ...

Group 1 - Opera Limited (OPRA) has seen a 12.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Southside Bancshares, Inc. (SBSI) has experienced a 9.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - AngloGold Ashanti Limited (AU) has reported a 12.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - American Healthcare REIT, Inc. (AHR) has seen a 7.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - LSI Industries Inc. (LYTS) has experienced a 10% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]