Company Overview - American Healthcare REIT, Inc. (NYSE: AHR) is a real estate investment trust 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 [3]. Leadership Recognition - Danny Prosky, President and CEO of AHR, has been named Healthcare Real Estate Insights™ ("HREI") 2024 Executive of the Year, highlighting his significant contributions to the healthcare REIT sector [1][2]. - The board of AHR expressed pride in Prosky's recognition, emphasizing his central role in developing the corporate vision since the company's inception and their confidence in his leadership for future growth [2]. Industry Context - HREI, established in 2003, is the first and only national media platform dedicated to healthcare real estate development, financing, and investment, providing comprehensive industry coverage [4].

Group 1 - The leader of the investing group High Yield Landlord shares a real-money REIT portfolio and transactions in real-time, featuring three portfolios: core, retirement, and international [1] - Jussi Askola, President of Leonberg Capital, is a value-oriented investment expert who consults hedge funds, family offices, and private equity firms on REIT investing [1] - Askola has authored award-winning academic papers on REIT investing and has passed all three CFA exams, establishing relationships with top REIT executives [1]

Group 1 - The articles emphasize that past performance does not guarantee future results, highlighting the speculative nature of investing in publicly held securities [2][3] - There is a clear disclaimer that no specific investment advice or recommendations are provided, and readers are encouraged to conduct their own due diligence before making investment decisions [2][3] - The content is presented as an information source for investors capable of making their own decisions, indicating that the information is impersonal and not tailored to individual investment needs [2][3] Group 2 - The articles mention that analysts may have beneficial long positions in certain stocks, which could indicate potential biases in their analysis [1] - It is noted that the views expressed may not reflect the opinions of the platforms as a whole, suggesting a diversity of perspectives among contributors [3] - The articles clarify that the authors may not be licensed or certified by any regulatory body, which could impact the credibility of the investment insights provided [3]

Core Points - American Healthcare REIT, Inc. will release its fourth quarter 2024 earnings on February 27, 2025, after market close [1] - A conference call to discuss the earnings will take place on February 28, 2025, at 10:00 a.m. Pacific Time [2] - The company operates a diversified portfolio of clinical healthcare real estate properties, focusing on senior housing and skilled nursing facilities [3] Earnings Release - The earnings release for Q4 2024 will be available immediately following the release to wire services [2] - Supplemental data will also be accessible in the Investor Relations section of the company's website [2] Conference Call Details - The conference call will include a review of Q4 2024 results, recent events, and the outlook for 2025 [2] - Investors can join the call via a provided webcast link or by dialing specific phone numbers [2] Company Overview - American Healthcare REIT, Inc. is a self-managed real estate investment trust [3] - The company focuses on acquiring, owning, and operating healthcare-related properties in the U.S., U.K., and Isle of Man [3]

Industry Overview - The US healthcare REIT industry is poised for robust growth due to the aging population, rising healthcare expenditure, and technological advancements [2] - Senior citizens aged over 65 in the US population are expected to rise 20% (70 million) by 2030 from 17% (61 million) in 2024, driving a 31% increase in total outpatient healthcare spending to approximately $2 trillion [3] - The healthcare sector is relatively immune to macroeconomic uncertainty, with inflation-adjusted consumer spending on healthcare goods and services expected to grow by 2.5% in 2025, surpassing the 1.9% growth rate for consumer spending on all goods and services [4] - Advancements in technology, such as telehealth services and electronic health records, are shaping the future of healthcare real estate, with REITs investing in properties with advanced technology infrastructure expected to see increased demand and improved occupancy rates [5] - The rising demand for outpatient services, specialty medical practices, and home care services is contributing to healthcare employment growth, which is anticipated to surpass total US job growth in the coming years [6] - Rent growth in the healthcare real estate sector is anticipated to range from 1.4% to 1.8% over the next two years, while the vacancy rate is likely to decline below 9.5% [7] Company Analysis American Healthcare REIT, Inc (AHR) - AHR is engaged in the acquisition, ownership, and operation of a diversified portfolio of clinical healthcare real estate properties, including senior housing, skilled nursing facilities, outpatient medical buildings, and other healthcare-related properties across the US, UK, and Isle of Man [8] - The company is expanding through strategic acquisitions, such as gaining full ownership of Trilogy Holdings, and is well-positioned for future growth in the healthcare real estate sector [9] - The Zacks Consensus Estimate for AHR's 2024 and 2025 FFO per share has witnessed upward revisions to $1.42 and $1.71, suggesting a 1.4% and 20.1% increase year over year, respectively [10] CareTrust REIT, Inc (CTRE) - CTRE is engaged in the acquisition, ownership, financing, development, and leasing of seniors housing and other healthcare-related properties, including skilled nursing facilities, assisted living facilities, independent living facilities, and multi-service campuses [11] - The company is committed to investing in and developing more healthcare and senior housing properties, leveraging its relationships to find attractive opportunities and maintain a steady pipeline of investments [12] - The Zacks Consensus Estimate for CTRE's current year and 2025 FFO per share has witnessed upward revisions to $1.50 and $1.75, indicating a 6.4% and 16.5% increase year over year, respectively [13]

Core Points - American Healthcare REIT, Inc. declared a quarterly distribution of $0.25 per share for the quarter ending December 31, 2024, payable on or about January 17, 2025 [1] - The distribution is applicable to all holders of record of its common stock as of the close of business on December 31, 2024 [1] Company Overview - American Healthcare REIT, Inc. is a self-managed real estate investment trust that focuses on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate properties [2] - The company primarily targets senior housing, skilled nursing facilities, outpatient medical buildings, and other healthcare-related facilities [2] - Its properties are located in the United States, the United Kingdom, and the Isle of Man [2]

Core Viewpoint - American Healthcare REIT (AHR) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the correlation between changes in earnings estimates and near-term stock price movements, indicating that rising earnings estimates can lead to increased buying pressure and higher stock prices [4][5]. - For the fiscal year ending December 2024, American Healthcare REIT is expected to earn $1.37 per share, reflecting a -2.1% change from the previous year, but the Zacks Consensus Estimate has increased by 10.6% over the past three months [8]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of American Healthcare REIT to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [11].

The REIT and Equity Trust - Other industry benefits from strong demand across asset classes, supported by a resilient economy, technological advancements and demographic shifts. Data center and healthcare REITs are thriving, while office spaces see optimism due to increased leasing activity and demand for premium properties. Industrial and logistics sectors remain strong, fueled by e-commerce growth. Interest rate cuts further boost REITs’ attractiveness by lowering borrowing costs. Amid these, players like ...

Core Insights - The article introduces "The Future Investor with Albert Anthony," a new series of curated research articles on the Seeking Alpha platform aimed at building a diversified portfolio and identifying future performance drivers [1] - Albert Anthony, the author, has covered over 200 stocks since 2023 and has gained over 1.07K followers on the platform [1] - A new book titled "The Future Investor: Growing a Diversified Portfolio (2025 edition)" is in development, indicating a commitment to educating investors [1] Author Background - Albert Anthony has a diverse background, growing up in a Croatian-American family in the New York City/New Jersey area and has worked in various locations including Austin, Texas [1] - He has experience as an information systems analyst, including a position at Charles Schwab, and holds a B.A. in political science from Drew University [1] - The author has completed certification programs from notable institutions such as Microsoft, CompTIA, UVA Darden School of Business, and the Corporate Finance Institute, focusing on capital markets and securities [1] Personal Interests - Albert Anthony manages a small equities portfolio named the Future Investor Fund and actively participates in business and innovation conferences in the US and Croatia [1] - He is involved in media as a Croatian-American personality and has appeared in various film and TV productions in Europe [1] - Since 2024, he has been an active member of the Croatian Association of Economists, further emphasizing his engagement in economic discussions [1]

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]