Added to YB: 2026-08-24
Pitch date: 2026-08-13
XRN [bullish]
Chiron Real Estate Inc.
-15.36%
current return
Author Info
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Company Info
Chiron is a real estate investment trust focused on investing in the future of healthcare. At Chiron we strive to deliver value at the intersection of care, capital and real estate.
Market Cap
$489.3M
Pitch Price
$37.01
Price Target
58.35 (+86%)
Dividend
5.19%
EV/EBITDA
14.00
P/E
10.01
EV/Sales
8.88
Sector
Health Care REITs
Category
value
Chiron Published Its Own Discount
XRN: Healthcare REIT mid-pivot; ex-$71.9M IRF gain, Q2 lost ~$0.18/sh. Core FFO $1.04 (-9%). Mgmt's own page-14 deck shows medical book at 9.4% implied cap vs 7.3% (Sila/IRF) & 7.9% (NHP) private prints. CEO + Maewyn bought stock. Base SOTP $51-52 (+41%); bear $39.85 (+10%). Risk: 57% ABR rolls 2027-30, doubled preferred stack.
Read full article (17 min)