Equities

American Healthcare REIT takes forward view

 |  IFR 2610 - 22 Nov 2025 - 28 Nov 2025  | 

American Healthcare REIT padded its balance sheet Thursday with US$389m from a block trade structured as a forward sale, allowing it to prefund a growing backlog of acquisitions without upfront dilution.

RBC Capital Markets offloaded its purchase of 8.1m shares it borrowed from a third party at US$48, the bottom of the US$48–$48.60 range and a 2.5% discount from Thursday's closing price of US$49.23, which was near an all-time high.

The capital commitment backed up a positive view of the diversified healthcare REIT communicated by RBC analysts, who raised their earnings and price target (from US$45 to US$54) upon viewing the third-quarter financial results.

American Healthcare has already completed US$575m of acquisitions and has a US$288m backlog of deals it expects to close before June 2026. The new funding provides the company with money to reach its US$600m target for acquisitions.