earnings
confidence high
sentiment positive
materiality 0.85
AHR Q4 NFFO $0.40/sh; FY25 guidance NFFO $1.56-$1.60; same-store NOI +21.6%
American Healthcare REIT, Inc.
2024-FY EPS reported
-$0.29
revenue$2,070,668,000
- Q4 GAAP net loss $(0.21)/sh; NFFO $0.40/sh. FY24 GAAP net loss $(0.29)/sh; NFFO $1.41/sh.
- Total portfolio same-store NOI growth 21.6% Q4, 17.7% FY24; SHOP segment NOI growth 66.6% Q4.
- FY2025 guidance: NFFO $1.56-$1.60/sh (midpoint $1.58); same-store NOI growth 7%-10%.
- Raised ~$1.36B in equity in FY24; Net debt/Annualized EBITDA improved to 4.3x from 8.5x.
- Acquired >$650M new investments in FY24; under contract for two SHOP assets for ~$70.5M.