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American Healthcare REIT (AHR) investor relations material
American Healthcare REIT BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Market environment and demand trends
Current operating environment is the strongest in decades, with significant organic earnings growth driven by a supply-demand imbalance in senior care facilities.
Demand for long-term care is expected to surge for at least 15 years as baby boomers age, while new construction remains low, supporting continued occupancy and margin growth.
RevPOR (revenue per occupied room) growth is projected to outpace expense growth, with occupancy and NOI expected to improve over the next five years.
Portfolio performance and operational strategy
Trilogy, an integrated senior health campus, represents over half of NOI and is central to growth, with a mix of skilled nursing, assisted living, and independent living.
Occupancy has rebounded strongly post-flu season, with July and August showing robust growth and expectations for a strong Q3.
Dynamic pricing and revenue management are increasingly adopted, with a shift from static annual rate sheets to more frequent adjustments based on occupancy and demand.
Focus has shifted from occupancy incentives to maximizing RevPOR, reducing discounts and external referral fees.
Payer mix and reimbursement
Medicare Advantage days have increased, with Trilogy leveraging market power to negotiate higher rates and prioritize higher-paying residents.
The payer mix is shifting from private pay and Medicaid toward Medicare Advantage, with expectations for continued rate improvements.
Value-based payments are growing, and recent legal developments in Ohio may result in retroactive payments, though no permanent reimbursement increases are assumed.
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