AHR American Healthcare REIT (AHR) Q4 FY25 earnings call
American Healthcare REIT delivered another strong quarter, capping off a second consecutive year of double-digit total portfolio same-store NOI growth, primarily driven by its operating portfolio. The company achieved significant NFFO per share growth and executed substantial acquisitions, leveraging its strong balance sheet and operator partnerships. While FY26 guidance anticipates some deceleration in same-store NOI growth for key segments, management remains confident in its strategy, emphasizing disciplined underwriting and the continued benefits of its integrated operating model and reven
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AHR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Occupancy rate Trilogy | 91.2%Our ISHC segment, also known as Trilogy, delivered same-store NOI growth of 14.5%, with same-store occupancy averaging 91.2%, up roughly 220 basis points year-over-year.Source: earnings call transcript | 90.7%Same-store NOI grew 16.1% year-over-year and 5.4% sequentially, while same-store occupancy averaged 90.7%, up 180 basis points from a year ago.Source: earnings call transcript | -0.5 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.