American Healthcare Reit, Inc. · NYSE:AHR
American Healthcare Reit — Shareholder Meeting (June 2022)
16 slides from American Healthcare Reit's shareholder meeting presentation, Jun 15, 2022
Slide 1: 2022 Annual Meeting of Stockholders
American -= Healthcare REIT 2022 ANNUAL MEETING OF STOCKHOLDERS JUNE 15, 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: Agenda
Agenda Call the Meeting to Order 1. Introductions and Welcome 2. Instructions on Rules of Conduct and Procedures 3. Proof of Notice of Meeting 4. Proxies; Existence of Quorum Proposals 1. Proposal No. 1- Election of Nine Directors Proposal No. 2 - Ratification of Appointment of Deloitte & Touche LLP
Slide 4: Company Update
COMPANY UPDATE American !> Healthcare REIT
Slide 5: American Healthcare REIT Overview (as of 3/31/22)
American Healthcare REIT Overview? (so 3/31/22) Es A (Uo 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 ° 5.0 million square f
Slide 6: Portfolio Overview (as of 3/31/22)
Portfolio Overview (as of 3/31/22) HIGHLY-DIVERSIFIED HEALTHCARE PORTFOLIO BOTH BY ASSET TYPE AND GEOGRAPHY Senior Pre Hl lospitals skilled ousing . 9/ 3.0% Nursing 42h 7 6.2% . Debt . ve . Investment . ° fey 1.9% Integrated Senior . a Health Campuses : — ars 33.4% 7 ¢ . 08 foes, Sy) Senior Housing
Slide 7: Key Developments: 2021-2022 Was a Transformative Year
Key Developments 2021-2022 1 WAS A TRANSFORMATIVE YEAR FOR AMERICAN THCARE 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 a combined company with greater size, scale and diversifica
Slide 8: Healthcare REIT Comparison
Healthcare REIT Comparison AHR’S INCREASED SIZE AND SCALE IN LINE WITH LISTED PEERS ° American Healthcare REIT is one of the largest healthcare focused REITs globally ° If listed, American Healthcare REIT would be the 10** largest listed healthcare REIT by total assets® TOTAL ASSETS — LISTED HEALTHC
Slide 9: Medical Office Segment Update
Medical Office Segment Update MEDICAL OFFICE PROPERTIES CONTINUE TO PERFORM WELL © Over the past two years, we have seen occupancies remain strong as medical office properties continued to demonstrate stability through the pandemic ° A favorable leasing market contributed to consistent and stable re
Slide 10: Senior Housing and Skilled Nursing Segments Update
Senior Housing and Skilled Nursing Segments Update . . . i A il rT i 2 Senior Housing and Skilled Nursing Segments Trilogy Occupancy? & Daily Coronavirus Cases in the US' 90.0% 4,000,000 Continued to Improve as the Impacts of soo,000 . . 85.0% COVID Continued to Subside 800,000 ° First quarter 2022,
Slide 11: Attractive Debt Structure
Attractive Debt Structure’ (.; «3/5122 Es $700 Low-Leverage, Highly-Flexible Debt $600 Structure with Attractive Terms 2 $500 Total debt of $2.1 billion 5 $400 = $300 46.9% debt to enterprise value? $200 Weighted-average interest rate of 2.66% $100 Weighted average term remaining of 8.49 years $o DE
Slide 12: Net Asset Value
Net Asset Value* Per Share Net Asset Value - 12/31/21! $9.29 Current Annualized Distribution Rate: $0.40 QUARTERLY DISTRIBUTIONS BEGINNING THIRD QUARTER 2022 *Net asset value (NAV) is determined by the AHR board of directors based on the estimated value of the company's assets less the estimated val
Slide 13: Insider Equity Ownership
Insider Equity Ownership (:s + 3/31/22) COMPELLING ALIGNMENT OF INTEREST BETWEEN SHAREHOLDERS AND INSIDERS 2,500,000 SHARES PURCHASED vs. SHARES GRANTED 2,000,000 Granted * 15.2% 3 8 1,500,000 an g © 1,000,000 500,000 LJ || oem 0- 84.8% Danny Prosky Jeff Hanson Mathieu other AR Independent (Pres. &C
Slide 14: American Healthcare REIT Board of Directors
American Healthcare REIT Board of Directors Jeff Hanson Chairman Danny Prosky Director Mathieu Streiff Director Brian J. Flornes Independent Director Harold Greene Independent Director Chairman of AHR, Former CEO of Grubb & Ellis’ (Formerly NYSE: GBE) national investment management business Presiden
Slide 15: American Healthcare REIT Management Team
American Healthcare REIT Management Team Jeff Hanson Chairman Danny Prosky President & Chief Executive Officer Mathieu Streiff Chief Operating Officer Brian Peay EVP, Chief Financial Officer Gabe Willhite EVP, General Counsel Stefan Oh EVP, Acquisitions Background & Year 25 30 29 Industry Formerly C
Slide 16: 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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