5 REITs I'm Buying As Housing And Labor Market Downturns Begin
Despite positive market sentiment, economic headwinds are growing, with cracks forming in the housing and labor markets, signaling the potential for a mild downturn. REITs are attractively valued now due to their rate sensitivity, discounted valuations, and solid free cash flow growth prospects amid likely falling interest rates. I am buying five high-quality, low-leverage REITs, each offering strong dividend growth and sector leadership.
New Strong Buy Stocks for June 6th
CRDO, FERG, AHR, BKNIY and FER have been added to the Zacks Rank #1 (Strong Buy) List on June 6, 2025.
American Healthcare REIT, Inc. (AHR) Q1 2025 Earnings Call Transcript
American Healthcare REIT, Inc. (NYSE:AHR ) Q1 2025 Earnings Conference Call May 9, 2025 1:00 PM ET Company Participants Alan Peterson - Vice President, Investor Relations & Finance Danny Prosky - President & Chief Executive Officer Gabe Willhite - Chief Operating Officer Stefan Oh - Chief Investment Officer Brian Peay - Chief Financial Officer Conference Call Participants Farrell Granath - Bank of America Austin Wurschmidt - KeyBanc Capital Markets Michael Carroll - RBC Capital Markets Ronald Kamdem - Morgan Stanley Joe Dickstein - Jeffries Michael Stroyeck - Green Street Seth Bergey - Citi Operator Thank you for standing by. My name is Kate, and I will be your conference operator today.
Compared to Estimates, American Healthcare REIT (AHR) Q1 Earnings: A Look at Key Metrics
The headline numbers for American Healthcare REIT (AHR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
American Healthcare REIT (AHR) Beats Q1 FFO and Revenue Estimates
American Healthcare REIT (AHR) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.30 per share a year ago.
American Healthcare REIT Has Growth Potential But Is A Hold Due To Valuation
American Healthcare REIT is a diversified REIT focusing on senior care properties, showing strong growth and benefiting from the aging population trend. AHR's recent performance includes an 8.5% same-store growth and a 21.6% increase in Net Operating Income in Q4 2024. Valuation using the dividend discount model suggests a $30.00 share value, indicating a 0.54% upside, leading to a "hold" recommendation.
Demographic Trends Shaping REIT Portfolio Construction
Demographic shifts, including an aging population and migration trends, are key drivers of REIT performance, influencing sector allocations and investment strategies. Chilton focuses on single-family rental (SFR) and healthcare REITs, with targeted exposure to multifamily REITs in coastal and Sun Belt markets. The aging population boosts demand for senior housing and medical outpatient buildings, benefiting REITs like Welltower, Ventas, and American Healthcare REIT.
REITs Rally As Rates Tumble
US equity markets declined for the fourth week in the past five after a frenetic slate of geopolitical headlines and economic data indicated a sluggish start to 2025 for global growth. The Atlanta Fed's updated growth forecast indicated a -1.5% contraction in first-quarter GDP, while PCE data showed the first monthly decline in personal spending in nearly two years. Buoyed by the interest rate retreat, real estate equities were also a notable source of strength this week as REIT earnings season wrapped up with a surprisingly solid slate of results.
American Healthcare REIT, Inc. (AHR) Q4 2024 Earnings Call Transcript
American Healthcare REIT, Inc. (NYSE:AHR ) Q4 2024 Earnings Conference Call February 28, 2025 1:00 PM ET Company Participants Alan Peterson - Vice President of Investor Relations and Finance Danny Prosky - President and Chief Executive Officer Gabe Willhite - Chief Operating Officer Stefan Oh - Chief Investment Officer Brian Peay - Chief Financial Officer Conference Call Participants Ronald Kamdem - Morgan Stanley Farrell Granath - Bank of America Michael Griffin - Citigroup Michael Carroll - RBC Capital Markets Austin Wurschmidt - KeyBanc Capital Markets Michael Stroyeck - Green Street Operator Good afternoon and thank you for standing by. My name is John and I will be your conference operator today.
American Healthcare REIT (AHR) Matches Q4 FFO Estimates
American Healthcare REIT (AHR) came out with quarterly funds from operations (FFO) of $0.40 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.38 per share a year ago.
Don't Miss This REIT Opportunity: The Silver Tsunami
The rapidly aging population is a big opportunity for healthcare REITs. Most of them are unfortunately quite expensive. But some opportunities remain. I highlight my top pick.
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
