
American Healthcare REIT, Inc. (AHR)
ValueMarkers Composite Index
37% above intrinsic value ($35)
American Healthcare REIT, Inc. (AHR) — VMCI valuation read
The headline on American Healthcare REIT, Inc. (AHR) is a 50/100 VMCI score, set against a Real Estate sector median of 50. That 0-point below-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value drag is in the data.
AHR insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** AHR trades at 21.0x earnings, 17% above the Real Estate median of 18.0x sets the value side. ROIC of 15.0% sits 5.0pp above the Real Estate median (10.0%) sets the quality side. Net debt to EBITDA of 2.8x is the rate-sensitivity line to watch sets the risk side, the three lines a value buyer reads first on AHR.
AHR rose 1.6% over the trailing 7 days, with a -17.1% read on a 30-day basis.
Formed by the successful merger of Griffin-American Healthcare REIT III and Griffin-American Healthcare REIT IV, as well as the acquisition of the business and operations of American Healthcare Investors, American Healthcare REIT is one of the larger healthcare-focused real estate investment trusts globally with assets totaling approximately $4.2 billion in gross investment value. The company benefits from a fully integrated management platform comprised of more than one hundred experienced and skilled professionals, many of whom have worked together since 2006 and have successfully invested in and managed healthcare real estate through multiple market cycles. The management team has a proven track record, deep industry relationships and unparalleled insight into each of the company's assets having built and nurtured the company's international portfolio since its original property acquisition in 2014. The strength of the management team, coupled with the quality of the assets, has American Healthcare REIT poised to capitalize on compelling growth driven by powerful demographic trends. With its 19 million-square-foot, 312-building portfolio of medical office buildings, senior housing communities, skilled nursing facilities and integrated senior health campuses diversified across 36 states and the United Kingdom, the tri-party transaction was a critical step in ideally positioning American Healthcare REIT for a future public listing or IPO on a national stock exchange at the most opportune time. By listing the company's shares on a national exchange, we believe the company will gain greater access to attractive capital that will fuel future growth, broaden our investor base and also provide liquidity to our fellow stockholders. American Healthcare REIT, Inc. operates as a subsidiary of Griffin Capital Company, LLC.
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