Does American Healthcare REIT (AHR) have what it takes to be a top stock pick for momentum investors? Let's find out.
Demand tailwinds from the aging Baby Boomer cohort and record-low new construction underpin a multi-year runway for double-digit internal and external growth. Premiums to NAV enable accretive acquisitions, and current valuations underestimate the durability and longevity of the SH cycle for these REITs. VTR, WELL, and AHR are best positioned to benefit from exceptional internal growth combined with robust and accretive external growth.
Here is how American Healthcare REIT (AHR) and Axis Capital (AXS) have performed compared to their sector so far this year.
| Health Care REITs Industry | Real Estate Sector | Danny Prosky CEO | XDUS Exchange | US3981823038 ISIN |
| US Country | 114 Employees | 30 Sep 2025 Last Dividend | - Last Split | - IPO Date |
American Healthcare REIT, Inc. emerged from the strategic merger of Griffin-American Healthcare REIT III and IV, alongside the integration of American Healthcare Investors. This consolidation created one of the largest healthcare-focused real estate investment trusts (REITs) worldwide, boasting a portfolio valued at approximately $4.2 billion in gross investment. The REIT benefits from an in-house management platform with over a hundred seasoned professionals. This team, with a collective history dating back to 2006, brings a solid track record of successful healthcare real estate investments and management across various market conditions. Their deep industry connections and comprehensive knowledge of the company’s assets, cultivated since the first property acquisition in 2014, place American Healthcare REIT in a strong position to leverage significant demographic trends for growth. The company has a diverse portfolio that spans 19 million square feet with 312 buildings, including medical office buildings, senior housing communities, skilled nursing facilities, and integrated senior health campuses across 36 states and the United Kingdom. This strategic blend, achieved through a critical tri-party transaction, sets the stage for a promising future, potentially leading to a public listing or IPO on a national stock exchange. Such a move is expected to provide enhanced capital access for growth, expand the investor base, and introduce liquidity options for stockholders. American Healthcare REIT operates under the umbrella of Griffin Capital Company, LLC.
Medical office buildings comprise a significant part of American Healthcare REIT's portfolio. These facilities are designed to support the needs of healthcare professionals and their patients, offering spaces that accommodate a wide range of medical services. The strategic location and modern amenities typically associated with these buildings enhance the overall healthcare delivery experience.
Senior housing communities within the portfolio cater to the lifestyle and healthcare needs of older adults. These properties aim to offer comfortable living spaces, healthcare monitoring, and social engagement activities to support the well-being and quality of life for seniors. This segment captures a growing demand in the real estate market, driven by an aging population.
Skilled nursing facilities are crucial for providing comprehensive healthcare services, including rehabilitation and around-the-clock nursing care. These facilities play a vital role in the continuum of care, particularly for individuals recovering from illness or surgery, ensuring they receive the professional support required for a successful recovery.
The integrated senior health campuses offer a blend of living options and healthcare services tailored to the needs of seniors. This model integrates residential living with accessible healthcare services, allowing for a seamless transition between independent living, assisted living, and skilled nursing care as residents' needs evolve over time.