NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Seeking Alpha • Feb 6, 2026

American Healthcare REIT Announces Chief Executive Officer and President Danny Prosky to Take Medical Leave of Absence

IRVINE, Calif., Feb. 4, 2026 /PRNewswire/ -- American Healthcare REIT, Inc.  (NYSE: AHR) (the "Company," "we," "our," or "AHR") announced today that Danny Prosky, the Company's Chief Executive Officer and President, has taken a medical leave of absence, effective February 3, 2026, due to a recent medical event.

PRNewsWire • Feb 4, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Healthcare REIT Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600

NEW YORK, Jan. 27, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400, S&P SmallCap 600: S&P SmallCap 600 constituent TTM Technologies Inc. (NASD: TTMI) will replace Civitas Resources Inc. (NYSE: CIVI) in the S&P MidCap 400, and Amneal Pharmaceuticals Inc. (NASD: AMRX) will replace TTM Technologies in the S&P SmallCap 600 effective prior to the opening of trading on Friday, January 30. S&P SmallCap 600 constituent SM Energy Co. (NYSE: SM) is acquiring Civitas Resources in a deal expected to be completed soon, pending final closing conditions.

PRNewsWire • Jan 27, 2026

Don't Be Fooled By These REITs In 2026

Not all REITs are worth buying. In fact, some of them are facing severe difficulties. I highlight which REITs to avoid going into 2026.

Seeking Alpha • Jan 8, 2026

American Healthcare REIT Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call

IRVINE, Calif., Jan. 6, 2026 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its fourth quarter 2025 earnings release on Thursday, February 26, 2026, after the close of trading.

PRNewsWire • Jan 6, 2026

American Healthcare REIT: A Compelling Growth Story, But Not On My Shopping List

American Healthcare REIT is rated a hold, reaffirming my prior 2 hold ratings. This is contrarian to the bullish consensus of Wall Street and some analysts recently. AHR's strengths come from a growing portfolio and future pipeline, macro demand for senior care and outpatient medical, FFO growth, and modest leverage risk vs. peers. Consider this stock has a limited dividend growth history since 2024 and is trading at a 3x premium to book value, with some technical chart indicators also showing a hold pattern.

Seeking Alpha • Dec 22, 2025

Why One Fund Sold All Its Stock in a Healthcare REIT Up 77% Over the Past Year

California-based Global IMC exited a stake in American Healthcare REIT during the third quarter. The firm sold 222,038 shares, reducing the position value by $8.16 million.

The Motley Fool • Dec 20, 2025

5 Dividend Buys That Fill Me With Yuletide Joy

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.

Seeking Alpha • Dec 20, 2025

Welltower Vs. American Healthcare REIT: Why The Latter Is The Better Buy Today

American Healthcare REIT (AHR) offers the most attractive pure-play exposure to the senior housing megatrend, outperforming even data center REITs recently. Senior housing fundamentals are exceptionally strong, with surging 80+ demographics and historically low new supply, driving occupancy and rent growth. AHR trades at a more reasonable valuation than Welltower (WELL), with similar double-digit FFO growth forecasts but a higher yield and improving balance sheet.

Seeking Alpha • Dec 19, 2025