财务指标 - 报告GAAP净收益为每股0.01美元[4] - 报告标准化经营活动现金流为每股0.33美元[5] - 报告GAAP净收益为290万美元,相比2023年同期亏损1190万美元[6] - 全年标准化经营活动现金流指引上调0.04美元至1.23-1.27美元[9] - 净债务/年化调整后EBITDA从6.4x改善至5.9x[10] - 公司2024年第二季度每股净收益为0.01美元[46] - 公司2024年的NAREIT FFO和标准化FFO分别为1.47亿美元至1.51亿美元和1.54亿美元至1.58亿美元[66] 业务表现 - 总体投资组合同店净经营收益增长15.7%,其中高级住房运营物业和综合高级健康园区分别增长49.1%和24.1%[7] - 全年同店净经营收益增长指引上调700个基点至12.0%-14.0%[8] - 高级住房运营物业和综合高级健康园区的强劲表现支撑了公司的业绩[16] - 公司预计未来将继续受益于高级住房运营物业和综合高级健康园区的强劲表现[16] - 公司2024年第二季度和上半年的同店销售收入分别为2.89亿美元和5.78亿美元[62] - 公司2024年第二季度和上半年的同店NOI分别为7.40亿美元和14.50亿美元[59][60] - 公司2024年的同店NOI增长率预计为12%-14%[66] - 公司2024年的ISHC分部同店NOI增长率预计为18%-20%[66] - 公司2024年的SHOP分部同店NOI增长率预计为45%-50%[66] - 公司2024年的三网租赁属性分部同店NOI增长率预计为1%-3%[66] 财务状况 - 公司总资产为46.45亿美元，较2023年12月31日增加1.45%[37] - 公司总负债为25.41亿美元，较2023年12月31日减少18.58%[38] - 公司总权益为21.04亿美元，较2023年12月31日增加47.63%[41] - 公司2024年上半年总收入为100.41亿美元，同比增长9.15%[44] - 公司2024年上半年净亏损为78万美元，2023年同期净亏损3.95亿美元[45] - 公司2024年上半年NAREIT FFO为7.30亿美元，同比增长86.18%[49] - 公司2024年上半年Normalized FFO为7.48亿美元，同比增长68.57%[50] - 公司2024年第二季度Adjusted EBITDA为7.996亿美元[53] - 公司2024年的调整后EBITDA为8.25亿美元[54] - 公司2024年第二季度和上半年的净营业收入分别为5.05亿美元和10.04亿美元[62] - 公司2024年第二季度和上半年的现金NOI分别为8.31亿美元和16.10亿美元[57] 指标解释 - 调整后EBITDA不包括未合并实体的收益或损失、直线租金和租赁溢价/折价摊销、非现金股票激励费用、并购费用、房地产投资收益或损失、未实现外汇收益或损失、衍生金融工具公允价值变动、房地产投资减值、无形资产和商誉减值以及一次性非经常性项目的影响[67] - 现金NOI不包括直线租金、租赁无形资产摊销、第三方设施租金支付和其他调整项目的影响[67] - EBITDA是指税息折旧摊销前利润[67] - NAREIT FFO或FFO是指扣除某些房地产资产处置收益或损失、权益性投资合并收益、资产减值等后的经调整利润[67] - 归一化FFO进一步调整了并购费用、递延租金变动、权益工具变动、非现金或非经常性收支、所得税影响、资本化利息、无形资产和商誉减值、债务投资摊销费用、公允价值变动等项目[67] - 租赁率是指可出租面积中实际出租的面积占比[67] - RevPOR是指每间出租房的收入[67] - RIDEA结构是指公司将医疗房地产租赁给全资子公司,由子公司再与独立承包商合作经营的模式[67] - 同店NOI是指剔除出售、大修等因素影响后的现金NOI[67]

shapecharge Investment Thesis American Healthcare REIT, Inc. (NYSE:AHR) is an REIT focused on nursing homes and other health infrastructure. AHR operates both traditional triple-net leases which provide stability, and RIDEA (REIT Investment Diversification and Empowerment Act) properties allowing it to take operational upside. There are substantial demographic tailwinds that will provide long-term growth potential for AHR. Additionally, AHR is reporting a return to pre-COVID occupancy rates at its facilitie ...

IRVINE, Calif., July 10, 2024 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its second quarter 2024 earnings release on Monday, August 5, 2024, after the close of trading.A public conference call with a simultaneous webcast will be held on Tuesday, August 6, 2024, at 10:00 a.m. Pacific Time / 1:00 p.m. Eastern Time. During the conference call, company executives will review second quarter 2024 results, discuss recent events and conduct a questi ...

Matteo Colombo We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs. We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. The key themes were: 1) a gradual thawing of the transaction market with bid-ask spreads improving; 2) development projects remain difficult to pencil until construction and financing costs regress; and 3) a ge ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41951 AMERICAN HEALTHCARE REIT, INC. (Exact name of registrant as specified in its charter) Maryland 47-28874 ...

EXHIBIT 99.1 Press Release Irvine, CA – May 13, 2024 Contact: Alan Peterson Email: investorrelations@ahcreit.com American Healthcare REIT (“AHR”) Announces First Quarter 2024 Results American Healthcare REIT, Inc. (the “Company,” “we,” “our,” or “us”) (NYSE: AHR) announced today its first quarter 2024 results. Key Highlights: • Reported GAAP net loss attributable to common stockholders of $(0.04) per basic and diluted share for the three months ended March 31, 2024. • Reported Normalized Funds from Operatio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41951 AMERICAN HEALTHCARE REIT, INC. (Exact name of registrant as specified in its charter) Maryland 47-2887436 (S ...

Fourth Quarter 2023 Supplemental EXHIBIT 99.2 2 FORWARD-LOOKING STATEMENTS Certain statements contained in this supplemental, filed in conjunction with the Fourth Quarter 2023 Earnings Press Release, including statements relating to American Healthcare REIT, Inc.’s (the ”Company”) expectations regarding its portfolio growth, interest expense savings, balance sheet, net income per share, FFO per share, NFFO per share, total portfolio SS NOI growth, occupancy, NOI growth, revenue growth, and margin expansion, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-55775 AMERICAN HEALTHCARE REIT, INC. (Exact name of registrant as specified in its charter) Maryland 47-2 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-55775 AMERICAN HEALTHCARE REIT, INC. (Exact name of registrant as specified in its charter) Maryland 47-288743 ...