AH Realty Trust

Predictability benefits from long‑dated leases and a shift toward recurring property income after divesting fee businesses and most multifamily. Weighted average lease term is about 5.6 years in retail and 7.7 years in office, and stabilized portfolio leased occupancy is high.

Management raised full‑year 2026 FFO (as adjusted) guidance to $0.53–$0.57 per share after Q2, indicating improved visibility. Nonetheless, exposure to office (albeit mixed‑use) introduces macro sensitivity, and retail traffic can weaken in downturns.

TTM AFFO per share is approximately $0.74, providing a clearer baseline for cash distribution coverage.