Financial PerformanceAmerican Healthcare REIT reported earnings for the first time since its IPO, with normalized FFO/share beating expectations by 25%.
Growth OutlookThe 82+ population targeted by senior living operators is estimated to grow about six times faster than the overall US population, indicating significant growth opportunities for AHR's portfolio.
Market ValuationShares of AHR are trading at a discount compared to peers, suggesting potential for multiple expansion and natural deleveraging through portfolio recovery.