NEW YORK, June 9, 2025 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) today announced that it will release its 2025 second quarter earnings on Monday, July 28, 2025 after the market close. Brixmor will host a teleconference on Tuesday, July 29, 2025 at 10:00 AM ET.Event: Brixmor Property Group's Second Quarter Earnings ResultsWhen: 10:00 AM ET, Tuesday, July 29, 2025Live Webcast: Brixmor 2Q 2025 Earnings Call under the Investors tab at https://www.brixmor.com Dial #: 1.877.704.4453 (International: ...

This article will present a simple logical chain portending a significant rise in the value of shopping centers. Vacancy among existing space is minimal Incremental demand remains steadily positive Incremental demand will need to find new space Construction cost of new retail is around $300-$500 per foot Current NOI per square foot does not support $300-$500 cost to build Therefore, NOI must rise until such a point that it supports construction. At that point, new construction will serve incremental deman ...

felixmizioznikov Listen here or on the go via Apple Podcasts and Spotify Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00). Transcript Rena Sherbill: Jim Taylor, the CEO of Brixmor (NYSE:BRX). It's great to have you on Investing Experts. Welcome back to Seeking Alpha, Actuall ...

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Group 1 - Brixmor Property Group (NYSE: BRX) has shown strong performance due to high demand for grocery-anchored locations [1] - The retail real estate sector is facing pressures, but limited new supply has supported outdoor retail spaces [1]

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Financial Data and Key Metrics Changes - NAREIT FFO was reported at $0.56 per share for Q1 2025, driven by same property NOI growth of 2.8% despite a 160 basis point drag from tenant disruption [12][13] - The company reduced leverage to 5.5 times debt to EBITDA and had $1.4 billion in available liquidity with no debt maturities until June 2026 [8][14] Business Line Data and Key Metrics Changes - The company executed 1.3 million square feet of new and renewal leases at a blended cash spread of 21%, with new leases at 48% and renewals at 14% [10] - The reinvestment pipeline reached $391 million with a weighted average return of 10%, and the leasing pipeline was up 30% in GLA year-over-year [11] Market Data and Key Metrics Changes - The company continues to capture a significant share of new store openings in core categories such as grocery and value apparel, with strong tenant performance driving year-over-year traffic growth [6][11] - The signed but not yet commenced pool totaled $60 million, with expectations to commence $48 million or 79% of this ABR ratably through the remainder of 2025 [13][14] Company Strategy and Development Direction - The company is focused on capitalizing on tenant disruption to bring in better tenants at higher rents, enhancing the overall portfolio quality [5][10] - The management expressed confidence in the ability to outperform in 2025 and 2026, supported by a robust leasing pipeline and low rent basis [6][9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the potential for economic slowdown and tariff uncertainty but emphasized strong tenant demand and the ability to navigate disruptions [5][6] - The company expects base rent to accelerate in the second half of the year as new leases commence, with a focus on maintaining a strong credit profile [15][16] Other Important Information - The company has maintained a conservative approach to guidance, factoring in potential tenant disruptions and bad debt [15][46] - The management highlighted the importance of tenant credit profiles and the resilience of their retail categories in the face of economic challenges [76][78] Q&A Session Summary Question: Exposure to Big Lots or Party City at quarter end - Management confirmed a 140 basis point impact from bankruptcies, primarily from Big Lots and Party City, and expects to recapture Joann boxes in May [17][18] Question: Growth visibility for the remainder of the year - Management expressed confidence in growth visibility due to a strong signed but not commenced pipeline and ongoing leasing activity [24][26] Question: Impact of tariffs on leasing discussions - Management noted that while tariffs are a concern, tenants in grocery and value segments are well-positioned and continue to show growth plans [28][30] Question: Expected capital spend for re-tenanting spaces - Management indicated that costs for re-tenanting are in line with previous backfills, averaging around $50 per square foot [62][64] Question: Impact of tariffs on tenant inventory - Management stated that retailers are preparing for potential tariff impacts and are adjusting sourcing strategies accordingly [90][92] Question: Guidance on lease term income - Management expects lease term income to normalize throughout the year, with visibility on tenant demand and credit [80][81]

Brixmor Property Group (BRX) Q1 2025 Earnings Call April 29, 2025 10:00 AM ET Company Participants Stacy Slater - Senior Vice President of Investor Relations & Capital MarketsJames Taylor - CEO, President & DirectorBrian Finnegan - President & COOSteven Gallagher - Executive VP, CFO & TreasurerSamir Khanal - DirectorAlexander Goldfarb - Managing DirectorGreg Mcginniss - DirectorMark Horgan - Executive VP & Chief Investment OfficerMichael Griffin - DirectorFloris van Dijkum - Managing DirectorCaitlin Burrows ...

For the quarter ended March 2025, Brixmor Property (BRX) reported revenue of $337.51 million, up 5.4% over the same period last year. EPS came in at $0.56, compared to $0.29 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $330.56 million, representing a surprise of +2.11%. The company delivered an EPS surprise of +1.82%, with the consensus EPS estimate being $0.55. View all Key Company Metrics for Brixmor here>>> Shares of Brixmor have returned -1.3% over the past m ...

Group 1 - Brixmor Property (BRX) reported quarterly funds from operations (FFO) of $0.56 per share, exceeding the Zacks Consensus Estimate of $0.55 per share, and up from $0.54 per share a year ago, representing an FFO surprise of 1.82% [1] - The company achieved revenues of $337.51 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.11%, compared to $320.24 million in the same quarter last year [2] - Brixmor has outperformed consensus FFO estimates two times over the last four quarters, indicating a positive trend in financial performance [2] Group 2 - The stock has underperformed the market, losing about 7.4% since the beginning of the year, while the S&P 500 declined by 6.1% [3] - The future performance of Brixmor's stock will largely depend on management's commentary during the earnings call and the outlook for FFO [3][4] - Current consensus FFO estimate for the upcoming quarter is $0.55 on revenues of $330.28 million, and for the current fiscal year, it is $2.22 on revenues of $1.34 billion [7] Group 3 - The Zacks Industry Rank for REIT and Equity Trust - Retail is in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for the industry [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5] - Brixmor currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6]