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Upturn AI SWOT - About
American Healthcare REIT, Inc. (AHR)
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Upturn Advisory Summary
03/11/2025: AHR (5-star) is a REGULAR-BUY. BUY since 207 days. Profits (111.32%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 103.48% | Avg. Invested days 109 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.72B USD | Price to earnings Ratio - | 1Y Target Price 39.67 |
Price to earnings Ratio - | 1Y Target Price 39.67 | ||
Volume (30-day avg) 1763674 | Beta - | 52 Weeks Range 13.85 - 36.33 | Updated Date 06/22/2025 |
52 Weeks Range 13.85 - 36.33 | Updated Date 06/22/2025 | ||
Dividends yield (FY) 2.79% | Basic EPS (TTM) -0.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.94% | Operating Margin (TTM) 7.13% |
Management Effectiveness
Return on Assets (TTM) 1.91% | Return on Equity (TTM) -1.77% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 7509263872 | Price to Sales(TTM) 2.72 |
Enterprise Value 7509263872 | Price to Sales(TTM) 2.72 | ||
Enterprise Value to Revenue 3.54 | Enterprise Value to EBITDA 25.32 | Shares Outstanding 159496992 | Shares Floating 158038992 |
Shares Outstanding 159496992 | Shares Floating 158038992 | ||
Percent Insiders 0.93 | Percent Institutions 98.22 |
Analyst Ratings
Rating 4.33 | Target Price 38.89 | Buy 4 | Strong Buy 4 |
Buy 4 | Strong Buy 4 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
American Healthcare REIT, Inc.
Company Overview
History and Background
American Healthcare REIT, Inc. was formed to invest in a diversified portfolio of healthcare real estate. Its history involves acquiring and managing healthcare properties such as medical office buildings, senior housing facilities, and skilled nursing facilities. Initially a non-traded REIT, the company sought to provide income and long-term capital appreciation to its investors.
Core Business Areas
- Medical Office Buildings: Owns and leases medical office buildings to physicians, healthcare systems, and other medical providers. These facilities are often located on or near hospital campuses.
- Senior Housing: Invests in senior housing communities, including independent living, assisted living, and memory care facilities. These properties provide housing and care services to the elderly.
- Skilled Nursing Facilities: Owns and leases skilled nursing facilities, which provide short-term rehabilitation and long-term care services to patients. These facilities are often reimbursed by Medicare and Medicaid.
- Integrated Senior Health Campuses: Combines elements of MOB, Senior Housing and Skilled Nursing, in a single integrated campus.
Leadership and Structure
American Healthcare REIT, Inc.'s leadership team consists of experienced professionals in real estate, healthcare, and finance. The organizational structure includes a board of directors and executive management responsible for strategic planning, investment decisions, and day-to-day operations.
Top Products and Market Share
Key Offerings
- Medical Office Buildings: Leases medical office space to healthcare providers. Market share data is highly fragmented; specific figures are difficult to obtain. Competitors include Healthcare Trust of America (HTA), Physicians Realty Trust (DOC), and other private REITs. Revenue data is not publicly disclosed.
- Senior Housing: Provides housing and care services to seniors. The senior housing market is competitive, with companies like Welltower (WELL) and Ventas (VTR) as major players. Market share data is fragmented. Revenue data is not publicly disclosed.
- Skilled Nursing Facilities: Leases facilities to operators providing skilled nursing and rehabilitation services. Competitors include Omega Healthcare Investors (OHI) and Sabra Health Care REIT (SBRA). Market share data is not publicly disclosed. Revenue data is not publicly disclosed.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by demographic trends, particularly the aging population. Increased demand for healthcare services and facilities fuels growth. However, the industry is also subject to regulatory changes, reimbursement pressures, and economic cycles.
Positioning
American Healthcare REIT, Inc. positions itself as a diversified healthcare REIT focused on income and long-term capital appreciation. Its competitive advantages may include its diversified portfolio, experienced management team, and focus on strategic acquisitions.
Total Addressable Market (TAM)
The TAM for healthcare real estate is substantial, estimated to be in the hundreds of billions of dollars. American Healthcare REIT, Inc. holds a relatively small percentage of this TAM, indicating significant growth potential.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across multiple healthcare sectors
- Experienced management team
- Focus on strategic acquisitions
- Established relationships with healthcare operators
- Ability to raise capital in the public markets
Weaknesses
- Sensitivity to interest rate changes
- Reliance on third-party operators
- Exposure to regulatory and reimbursement risks
- Geographic concentration in certain markets
Opportunities
- Aging population driving demand for healthcare services
- Consolidation in the healthcare industry
- Expansion into new healthcare sectors
- Development of new healthcare facilities
- Potential for strategic partnerships
Threats
- Changes in government healthcare policy
- Increased competition from other REITs
- Economic downturn impacting occupancy rates
- Rising interest rates increasing borrowing costs
- Operator bankruptcies or financial distress
Competitors and Market Share
Key Competitors
- WELL
- VTR
- OHI
- SBRA
- HTA
- DOC
Competitive Landscape
American Healthcare REIT, Inc. competes with other healthcare REITs based on property quality, location, tenant relationships, and capital availability. Its advantages may include a diversified portfolio and strategic focus. Disadvantages could include smaller market capitalization compared to larger peers.
Major Acquisitions
Trilogy Health Services Portfolio
- Year: 2022
- Acquisition Price (USD millions): 304
- Strategic Rationale: Expands the company's presence in the senior housing and skilled nursing sectors, enhancing diversification and generating additional income.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is not readily available as a public company yet. IPO was Feb 7, 2024. Prior to IPO was a non-traded REIT.
Future Projections: Future growth projections are subject to analyst estimates, which are not yet widely available given recent IPO. Growth is anticipated through acquisitions and organic expansion of existing properties.
Recent Initiatives: Recent initiatives include the IPO on the New York Stock Exchange, strategic acquisitions of healthcare properties, and investments in property improvements and expansions.
Summary
American Healthcare REIT, Inc. is a recently public company with a diversified healthcare real estate portfolio. Its strengths lie in its diversified portfolio and strategic acquisitions. Key areas to watch include interest rate sensitivity and reliance on third-party operators. Future growth depends on successful execution of its acquisition strategy and favorable industry trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports (where available)
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change and may not be accurate. Past performance is not indicative of future results. Before making any investment decisions, consult with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Healthcare REIT, Inc.
Exchange NYSE | Headquaters Irvine, CA, United States | ||
IPO Launch date 2024-02-07 | President, CEO & Director Mr. Danny Prosky | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 114 | |
Full time employees 114 | |||
American Healthcare REIT, Inc., a Maryland corporation, is a self-managed real estate investment trust, or REIT, that acquires, owns and operates a diversified portfolio of clinical healthcare real estate properties, focusing primarily on senior housing, skilled nursing facilities, or SNFs, outpatient medical, or OM, buildings and other healthcare-related facilities. They have built a fully-integrated management platform that operates clinical healthcare properties throughout the United States, and in the United Kingdom and the Isle of Man. They own and operate our integrated senior health campuses and senior housing operating properties, or SHOP, utilizing the structure permitted by the REIT Investment Diversification and Empowerment Act of 2007, which is commonly referred to as a RIDEA structure. We have also originated and acquired secured loans and may acquire other real estate-related investments in the future on an infrequent and opportunistic basis. They generally seek investments that produce current income; however, they have selectively developed, and may continue to selectively develop, healthcare real estate properties. They have elected to be taxed as a REIT for U.S. federal income tax purposes. They believe that we have been organized and operated, and they intend to continue to operate, in conformity with the requirements for qualification and taxation as a REIT under the Internal Revenue Code of 1986, or the Code.
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