American Healthcare REIT

AHR

Market cap $8.55B

Not all REITs are worth buying. In fact, some of them are facing severe difficulties. I highlight which REITs to avoid going into 2026.

IRVINE, Calif., Jan. 6, 2026 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its fourth quarter 2025 earnings release on Thursday, February 26, 2026, after the close of trading.

American Healthcare REIT is rated a hold, reaffirming my prior 2 hold ratings. This is contrarian to the bullish consensus of Wall Street and some analysts recently. AHR's strengths come from a growing portfolio and future pipeline, macro demand for senior care and outpatient medical, FFO growth, and modest leverage risk vs. peers. Consider this stock has a limited dividend growth history since 2024 and is trading at a 3x premium to book value, with some technical chart indicators also showing a hold pattern.

U.S. equity markets posted mixed performance as surprisingly cool inflation data and soft employment data were tempered by a hawkish pushback from Fed officials and skeptics clinging to inflation fears. The critical CPI report showed inflation easing to four-year lows, a heavily criticized report that may, ironically, be the most accurate inflation reading in several years due to collection limitations. The report "zeroed out" shelter inflation due to incomplete collection, combined with an antiquated and lagged sampling methodology, effectively "correcting" its data by removing the most persistent source of distortion.

California-based Global IMC exited a stake in American Healthcare REIT during the third quarter. The firm sold 222,038 shares, reducing the position value by $8.16 million.

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.

American Healthcare REIT (AHR) offers the most attractive pure-play exposure to the senior housing megatrend, outperforming even data center REITs recently. Senior housing fundamentals are exceptionally strong, with surging 80+ demographics and historically low new supply, driving occupancy and rent growth. AHR trades at a more reasonable valuation than Welltower (WELL), with similar double-digit FFO growth forecasts but a higher yield and improving balance sheet.

IRVINE, Calif. , Dec. 18, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) ("AHR", the "Company", "it", and "our") announced today that it has closed over $950 million of new acquisitions year-to-date in 2025 with no further acquisitions expected to close between now and year-end.

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

IRVINE, Calif. , Dec. 16, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) announced today that its board of directors has declared a quarterly distribution of $0.25 per share for the quarter ending December 31, 2025.