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Armada Hoffler Properties (AHH) reported $63.27 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 5.5%. EPS of $0.34 for the same period compares to $0.13 a year ago.The reported revenue represents a surprise of +2.23% over the Zacks Consensus Estimate of $61.89 million. With the consensus EPS estimate being $0.31, the EPS surprise was +9.68%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

Armada Hoffler Properties (AHH) came out with quarterly funds from operations (FFO) of $0.34 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 9.68%. A quarter ago, it was expected that this real estate company would post FFO of $0.31 per share when it actually produced FFO of $0.33, delivering a surprise of 6.45%.Over the last four quar ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact name of registrant as specified in its charter) Commission File Number: 001-35908 ARMADA HOFFLER PROPERTIES, INC. FORM10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 or Maryland 46-1214914 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 222 Central Park Avenue , Suite 2100 Virginia Beach ...

Exhibit 99.1 PRESS RELEASE ARMADA HOFFLER REPORTS SECOND QUARTER 2024 RESULTS GAAP Net Income of $0.4 million Normalized FFO of $0.34 Per Diluted Share Office Same Store NOI Growth of 9.0% (GAAP) and 7.7% (Cash); Positive Office Renewal Spreads of 24.3% (GAAP) and 4.4% (Cash) Office Occupancy Increased to 94.3% Positive Renewal Spreads on Retail Leases of 5.8% (GAAP) and 2.9% (Cash) Positive Tradeouts on Multifamily Renewals of 4.3% Maintained 2024 Full-Year Normalized FFO Guidance Range of $1.21 to $1.27 P ...

Core Viewpoint - The current environment presents a favorable opportunity for investing in REITs, with many offering higher-than-usual yields and inflation under control, potentially leading to stable or declining interest rates [1] Group 1: Dividend Safety Importance - Dividend safety is critical for REITs as a cut in dividends can lead to a significant drop in share prices, causing investors to incur losses [2] - Investors should avoid "mousetrap" REITs, which may appear attractive due to high yields but often indicate underlying financial issues [2] Group 2: Dividend Safety Scores - Seeking Alpha Premium provides a Dividend Safety score, where a higher score indicates a lower likelihood of a dividend cut within the next 12 months [3][4] - Companies with a Dividend Safety grade of A+ can afford to pay out more cash income to shareholders, while those in lower grades may be retaining earnings for expansion [4] Group 3: Yield Considerations - With U.S. treasuries yielding approximately 4.25%, REITs need to offer at least a 5.25% yield to be considered attractive to income investors [5] - The average REIT yield is currently below the no-risk rate, making many REITs less appealing unless their stock prices are expected to rise significantly [5] Group 4: REITs in the Danger Zone - As of the latest data, there are 22 equity REITs with yields over 5.25% that have been rated in the Danger Zone for Dividend Safety [6] - The article highlights seven REITs with a Dividend Safety grade of F, indicating a high risk of imminent dividend cuts [6] Group 5: Specific REIT Analysis - Global Net Lease (GNL) has a high yield of over 12% but faces significant financial challenges, including a 65% debt ratio and a projected decline in FFO/share of -38.7% [7][8] - Clipper Realty (CLPR) has a debt ratio of 95% and is expected to see a -40% decline in FFO/share this year, raising concerns about its dividend sustainability [9][10] - Global Medical REIT (GMRE) has maintained its dividend historically but faces a -9.8% decline in FFO this year, putting its dividend at risk [11][12] - Easterly Government Properties (DEA) has a forecasted FFO/share decline of -10.2% and a concerning payout ratio, indicating potential dividend issues [13][14] - Healthcare Realty (HR) has a low interest coverage ratio of 0.20 and is expected to see an -8.3% decline in FFO, raising red flags about its dividend safety [15][16] - Postal Realty Trust (PSTL) has a TTM payout ratio exceeding 800% and is expected to see a -7.3% decline in FFO/share, indicating significant risk [17][18] - Crown Castle (CCI) has a high debt-to-equity ratio of 520% and is projected to see a -14.5% decline in FFO/share, despite a history of dividend growth [19][20] Group 6: Conclusion on Dividend Safety - A grade of F in Dividend Safety suggests a 40% chance of a dividend cut within the next year, prompting investors to reconsider their positions in these REITs [21]

Core Viewpoint - The second-quarter earnings reporting cycle is underway, with a focus on companies likely to beat estimates, which can lead to higher stock price appreciation due to increased investor confidence [1] Group 1: REITs Performance and Market Conditions - Rate-sensitive REITs are currently in focus as the Federal Reserve has maintained steady rates while acknowledging progress on inflation, with potential for a rate cut in September if data supports it [1][2] - Falling interest rates are favorable for REITs due to their reliance on debt and consistent high dividend payouts, making them attractive alternatives to bonds [2] - The U.S. apartment market has seen a surge in demand in Q2, with high absorption rates and stabilized national occupancy and rent growth rates despite ongoing supply challenges [2] Group 2: Sector-Specific Insights - In retail real estate, consumer spending is supported by gains in real income and employment, with the national retail vacancy rate remaining at 5.3%, the lowest in two decades, and positive net absorption in Q2 [3] - The office market shows signs of revival, with net absorption of 2.4 million square feet in Q2, marking the first positive demand since Q3 2022 [3] - Hotel properties are expected to benefit from healthy leisure demand and improvements in group travel and business transient demand, contributing to occupancy and revenue per available room (RevPAR) growth [4] Group 3: Company-Specific Earnings Expectations - Simon Property Group (SPG) has a Zacks Rank of 3 and an Earnings ESP of +0.44%, with an expected revenue of $1.43 billion, indicating a 4.4% year-over-year increase [6][8] - Apple Hospitality REIT has a Zacks Rank of 2 and an Earnings ESP of +12.21%, with a revenue estimate of $388.8 million, reflecting a 7.52% year-over-year increase [8][9] - Armada Hoffler Properties holds a Zacks Rank of 3 and an Earnings ESP of +0.65%, with a revenue estimate of $61.89 million, indicating a 3.2% year-over-year increase [9][10]

ST-art Armada Hoffler Properties, Inc. (NYSE:AHH) is a relatively small-cap real estate investment trust, or REIT, with a market cap of just below $1 billion. AHH is classified as a diversified REIT due to its exposure to several property types such as office, retail, and residential. While having a mix of different real estate segments in a portfolio is not that uncommon, what is quite unique about AHH is that it is a vertically integrated enterprise providing also general construction and development ...

VIRGINIA BEACH, Va., July 09, 2024 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE: AHH) announces that Stifel Financial Corp. (NYSE: SF), a premier wealth management and investment banking firm, has leased 35,000 square feet of prime office space within the prestigious Wills Wharf building, located within their mixed-use Harbor Point community on the Baltimore waterfront. The Company’s over one million square feet of office space at Harbor Point is 98% leased; representing the continued demand for companies to lo ...

VIRGINIA BEACH, Va., July 09, 2024 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE:AHH) announces that Stifel Financial Corp. (NYSE:SF), a premier wealth management and investment banking firm, has leased 35,000 square feet of prime office space within the prestigious Wills Wharf building, located within their mixed-use Harbor Point community on the Baltimore waterfront. The Company's over one million square feet of office space at Harbor Point is 98% leased; representing the continued demand for companies to loca ...