M&A
confidence high
sentiment positive
materiality 0.80
AHR acquires six Kensington senior housing communities for $572M; portfolio $873M
American Healthcare REIT, Inc.
- Acquired six Kensington communities for ~$572M (464 units); part of 8-community, 745-unit portfolio at ~$873M.
- Remaining two communities under definitive agreements, expected to close Q4 2026; Kensington to continue operating.
- Year-to-date investments exceed $2B; awarded pipeline over $675M funded by unsettled forward equity.
- Portfolio ~93% assisted living/memory care; located in LA, SF Bay, DC, NY supply-constrained markets.
- Strategic partnership with Kensington; sourced via limited-channel process; AHR chosen as long-term capital partner.