Welltower Vs. American Healthcare REIT: Why The Latter Is The Better Buy Today
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Austin RogersInvesting GroupFollow5ShareSavePlay(13min)CommentsSummaryAmerican 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.I view AHR as the better buy over WELL, given its fairer pricing, accelerating portfolio quality, and imminent investment grade credit prospects. baona/iStock via Getty Images What is the hottest sector of commercial real estate right now? If you said "data centers," you would be absolutely, positively... wrong. Okay, okay, let me clarify. By "hottest," I don't mean the most talked about. Nor am I referring toThis article was written byAustin Rogers21.06K FollowersFollowAustin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns. Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AHR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.