American Healthcare REIT

AHR

Market cap $8.9B

Here is how American Healthcare REIT (AHR) and Axis Capital (AXS) have performed compared to their sector so far this year.

U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed September payrolls report. Payrolls data showed that the U.S. economy added 119k jobs in September- better than estimates- but prior months were revised lower and the unemployment rate rose to four-year highs.

IRVINE, Calif. , Nov. 20, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) (the "Company") announced today the pricing of an underwritten public offering of 8,100,000 shares of its common stock, all of which are being offered in connection with the forward sale agreement described below.

IRVINE, Calif. , Nov. 20, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR; the "Company") announced today that it has commenced an underwritten public offering of 8,100,000 shares of its common stock on a forward basis in connection with the forward sale agreement described below.

The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.

Here is how American Healthcare REIT (AHR) and Axis Capital (AXS) have performed compared to their sector so far this year.

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

American Healthcare REIT, Inc. ( AHR ) Q3 2025 Earnings Call November 7, 2025 1:00 PM EST Company Participants Alan Peterson - Vice President of Investor Relations & Finance Danny Prosky - President, CEO & Director Gabriel Willhite - Chief Operating Officer Stefan K. Oh - Chief Investment Officer Brian Peay - Chief Financial Officer Conference Call Participants Ronald Kamdem - Morgan Stanley, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Michael Carroll - RBC Capital Markets, Research Division Farrell Granath - BofA Securities, Research Division Michael Stroyeck - Green Street Advisors, LLC, Research Division Alec Feygin - Robert W.

As of Nov. 7, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Although the revenue and EPS for American Healthcare REIT (AHR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.