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AHAHR

What American Healthcare REIT promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

8 of 13 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Acquisition pipeline (awarded deals)over $650 millionMar 2026Jun 2026:exceptionally strong acquisition execution with over $1.4 billion in closed deals year-to-date with an additional more than $800 million locked up and in the pipeline, all expected to close prior to year-end.
Call transcript, Jun 2026 · no direct link
Revised Up
Triple-Net Leased Properties segment same-store NOI growth2% to 3%Dec 2025Jun 2026:triple net leased properties are unchanged at an increase of 2% to 3% year-over-year.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open American Healthcare REIT’s full ledger

A free account opens 5 company ledgers a month. All 22 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 22 tracked commitments for American Healthcare REIT

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.