Chiron Real Estate (NYSE:GMRE) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsBob Kiernan - CFOJamie Barber - General CounselMark Decker - CEOConference Call ParticipantsAustin Wurschmidt - Managing Director and Senior Equity AnalystGaurav Mehta - Managing Director and Senior Equity AnalystJuan Sanabria - Managing Director and Senior Equity AnalystWes Golladay - Senior Equity AnalystOperatorGreetings, Welcome to the Chiron Real Estate's Q4 2025 Earnings Call. At this time, all parti ...

Chiron Real Estate (NYSE:GMRE) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker7Greetings, welcome to the Chiron Real Estate's fourth quarter 2025 earnings call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. It is now my pleasure to introduce your host, Jamie Barber. Thank you. You may begin.Speaker4Good morning, everyone, we ...

LISTED NYSE CHCT Investor Presentation February 2026 [TBU] Investor Presentation November 2020 At a Glance Community Healthcare Trust, Inc. NYSE: CHCT Market Data (as of December 31, 2025) Closing Price: $16.42 52 Week Range: $20.87 / $13.23 Market Cap: $467.5 million Enterprise Value: $996.4 million less % of Annualized Rent more 42nd Consecutive Quarter of Dividend Growth 198 Properties 323 Tenants 36 States Investor Presentation – February 2026 2 R: 0 G: 51 B: 160 R: 100 G: 100 B: 100 R: 0 G: 93 B: 170 R ...

Core Insights - Neo Ivy Capital Management has initiated a new position in American Healthcare REIT by purchasing 136,925 shares valued at approximately $6.44 million [2][8] - American Healthcare REIT has demonstrated strong financial performance, with a 16.4% same-store NOI growth in the third quarter, driven by significant increases in senior housing and integrated senior health campuses [7][10] - The company's stock price has increased by 93.3% over the past year, outperforming the S&P 500 with a one-year alpha of 80.37 percentage points [8] Company Overview - American Healthcare REIT operates a diversified portfolio of healthcare properties, including medical office buildings, senior housing communities, and skilled nursing facilities across the U.S. and U.K. [6][9] - The company has a market capitalization of $9.65 billion and reported a revenue of $2.20 billion for the trailing twelve months [4] - The dividend yield stands at 1.92%, indicating a return to shareholders [4] Financial Performance - GAAP net income attributable to controlling interest was reported at $55.9 million, equating to $0.33 per diluted share, while normalized FFO was $0.44 per share [10] - Management has raised full-year NFFO guidance to a range of $1.69 to $1.72, with expectations for same-store NOI growth reaching as high as 15% [10] Investment Implications - The new position by Neo Ivy Capital Management represents 1.02% of its reportable assets, indicating a strategic allocation to tap into healthcare real estate momentum [8][11] - The investment thesis for long-term investors is based on sustained occupancy rates above 90% in senior housing and disciplined capital allocation [11]

Core Viewpoint - Ventas, Inc. is positioned as a leading entity in the healthcare real estate sector, with a strong portfolio and positive growth outlook supported by strategic investments and favorable market conditions [1][2][3]. Group 1: Company Overview - Ventas, Inc. operates in the healthcare real estate sector, focusing on senior housing, medical office buildings, and research facilities [1]. - The company has a market capitalization of approximately $34.8 billion and a trading volume of 2,630,940 shares on the NYSE, indicating its significance in the healthcare REIT sector [5]. Group 2: Financial Performance - Ventas has a solid balance sheet and improved leverage, showcasing strong financial health and liquidity [3][6]. - The Zacks Consensus Estimate for Ventas' 2025 funds from operations (FFO) per share is projected to be $2.48, reflecting positive analyst sentiment [3]. Group 3: Growth Potential - The company’s strategic investments in its research portfolio and expansion of operations are driving portfolio growth and enhancing same-store cash net operating income (NOI) [4][6]. - Jefferies has set a price target of $93 for Ventas, suggesting a potential price increase of approximately 18.17% from its current price of $78.7, supported by the company's strong healthcare real estate portfolio [2][6]. Group 4: Market Position - Ventas' stock has seen an 11.9% rise over the past three months, contrasting with a 1.5% decline in the industry, indicating investor confidence in the company's performance [3][4]. - The company's diverse assets are well-positioned to benefit from rising healthcare spending and an aging population, enhancing its attractiveness to investors [2].