American Healthcare Reit, Inc. · NYSE:AHR
American Healthcare Reit — Investor Presentation (March 2022)
14 slides from American Healthcare Reit's investor presentation, Mar 29, 2022
Slide 1: NAV and Year End 2021 Investor Update
wt American Ss Healthcare REIT NAV and YEAR END 2021 INVESTOR UPDATE March 29, 2022
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements made today may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended, or the Exchange Act, includi
Slide 3: Presenters
Presenters Brian Peay President & CEO Chief Financial Officer ib American sym Healthcare [im REIT
Slide 4: American Healthcare REIT Overview
American Healthcare REIT Overview? (2: 61231721) on allt, Diversified Healthcare REIT Expertise Across All Management is a Proven with Fully-Integrated Clinical Healthcare Leader in Capital Management Asset Classes Allocation and Portfolio Growth * 10" Largest Public Healthcare a5. n square feet * $
Slide 5: Portfolio Overview
Portfolio Overview 6s 0: 12/31/21) HIGHLY-DIVERSIFIED HEALTHCARE PORTFOLIO BOTH BY ASSET TYPE AND GEOGRAPHY Portfolio Breakdown by Asset Type Integrated Senior Senior Housing Health Campuses Operating Properties 9 33.7% (SHOP) 16.8% Skilled Nursing 5.9% SeniorHousing 4.3% Hospitals 0 : Medical Offic
Slide 6: Key Developments 2021
Key Developments 2021 2021 WAS A TRANSFO MATIVE YEAR FOR AMERICAN HEALTHCARE REIT In October of 2021, we completed the merger of Griffin-American Healthcare REIT III, Inc. (GAHR3) and Griffin-American Healthcare REIT IV, Inc.(GAHR4) creating acombined company with greater size, scale and diversifica
Slide 7: Strategic Merger Benefits
Strategic Merger Benefits Combined REIT Provides Greater Scale and Expanded Asset Diversification Debt 26% Skilled Nursing? 38% GAHR3 1. IncludessHOP 2. Includes portionof integrated senior heath campuses related tojoint venture interest acquired 3. Based upon grossinvestment value PORTFOLIO BREAKDO
Slide 8: Healthcare REIT Comparison
Healthcare REIT Comparison MERGER CAPITALIZES ON GREATER SIZE AND SCALE IN LINE WITH LISTED PEERS * American Healthcare REIT is one of largest healthcare focused REITs globally * If listed, American Healthcare REIT would be the 10" largest listed healthcare REIT by total assets? TOTAL ASSETS — LISTE
Slide 9: Medical Office Segment Update
Medical Office Segment Update MEDICAL OFFICE PROPERTIES CONTINUE TO PERFORM WELL * 2021saw occupancies climb as medical office properties continued Historic Transaction Volume to demonstrate stability through the pandemic Robust investor appetite drove transaction volume as industry sales surged to
Slide 10: Senior Housing and Skilled Nursing Segments Update
Senior Housing and Skilled Nursing Segments Update* Senior Housing and Skilled Nursing Trilogy Occupancy & Daily Coronavirus Cases in the US Segments Continued to Improve as the eile tbeevano Impacts of COVID Continued to Subside 900,000 800,000 * 2021saw occupancies steadily climb after first 700,0
Slide 11: Attractive Debt Structure
Attractive Debt Structure’ (as of 12/31/21, except for GAHR3 and GAHRS Corporate Lines of Credit which were combined as the AHR Line of Credit on 01/19/22) Low-Leverage, Highly-Flexible Debt Structure with Attractive Terms Total debt of $2.0 billion 46.8% debt to enterprise value? Weighted-average i
Slide 12: Updated Net Asset Value
Updated Net Asset Value* NET ASSET VALUE HAS INCREASED Per Share Net Asset Value - 12/31/21! * Previous estimated per share NAV was $9.222, prior to the transactions that formed American Healthcare REIT on October 1, 2021 * The increase to the NAV generally reflects portfolio performance "i improvem
Slide 13: Insider Stock Ownership
Insider Stock Ownership «6: 12/31/21 COMPELLING ALIGNMENT OF INTEREST BETWEEN SHAREHOLDER 2,500,000 2,000,000 * Pu $ 8 1,500,000 2 © 1,000,000 500,000 I . = DannyProsky JeffHanson —- Mathieu_—=s Independent =~ Other AHR (Pres.&CEO) — (Chairman) Streiff Directors Executives (coo) + Employees TOTAL SH
Slide 14: Questions & Answers
Questions & Answers ; Please contact the AHR Investor Relations department at 844-460-9414 or visit www.AmericanHealthcareREIT.com with additional questions. Sign-up for automatic email alerts in the Investor Relations section of the website.
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