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EPR Properties(EPR) - 2011 Q4 - Earnings Call Presentation
2025-06-27 14:21
This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. FIVE STAR PROPERTIES 1 AND YEAR-E KNINGTS FEBRUARY 23, 2012 AGENDA Introductory Comments ■ ■ Investment Update ■ Financial Review · Capital Markets and Liquidity Update ■ Closing Comments HEADLINES 1. Primary investment categories display mixed but positive trending results 2 HEA ...
EPR Properties(EPR) - 2015 Q4 - Earnings Call Presentation
2025-06-27 14:17
Q4 AND YEAR END 2015 EARNINGS CALL FEBRUARY 24, 2016 This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. 1. Strong Year – Strong Finish 3 HEADLINES 4 1. Strong Year – Strong Finish 2. Record Investment Levels and Opportunities Remain Robust INTRODUCTORY COMMENTS HEADLINES HEADLINES 5 1. Strong Year – Strong Finish 2. Record Invest ...
EPR Properties(EPR) - 2017 Q4 - Earnings Call Presentation
2025-06-27 14:15
Q4 2017 EARNINGS CALL Solid Year Supports our Differentiated Investing Model 1. perties 3 HEADLINES berties FEBRUARY 28, 2018 This information is as of the date indicated and, to our knowledge, was timely and accurate when presented. We are under no obligation to update or remove outdated information other than as required by applicable law or regulation. rties" INTRODUCTORY COMMENTS HEADLINES 4 Solid Year Supports our Differentiated Investing Model 1. Monthly Dividend Increase 2. HEADLINES erties · 5 Solid ...
UMH Properties (UMH) 2025 Earnings Call Presentation
2025-06-27 07:42
Company Overview - UMH Properties owns and operates 141 manufactured home communities with approximately 26,500 developed homesites across 11 states [9, 19] - The company's rental portfolio has expanded to approximately 10,400 units, a 417 unit increase from March 2024 to March 2025, with an anticipated addition of 800 homes this year [9] - UMH has a sales and finance subsidiary with an approximate $91.6 million loan portfolio [10] Financial Performance (Q1 2025) - Rental and related income increased by 8% [16] - Community Net Operating Income (NOI) increased by 8% [16] - Normalized Funds from Operations (FFO) increased by 25%, with Normalized FFO per diluted share up by 5% [16] - Same Property Community NOI increased by 8% [16] Portfolio Metrics - Portfolio occupancy stands at 87.9% [19] - Home rentals account for 39.9% of sites, with a home rental occupancy of 94.6% [19] - The average monthly site rent is $554 [19] - Gross asset value is $2.0 billion, while gross real estate book value is $1.7 billion [19] Growth and Expansion - UMH has 3,400 existing vacant lots to fill and over 2,400 vacant acres for approximately 9,600 future lots [9] - The company acquired two age-restricted communities in New Jersey with approximately 266 homesites for approximately $24.6 million [16] - UMH anticipates adding 800 rental units in the current year [9] Financial Strategy - UMH raised its quarterly common stock dividend by $0.01, a 4.7% increase to $0.225 per share, or $0.90 annually [16] - The company completed an addition to its Fannie Mae Credit Facility through Wells Fargo Bank, N A, for approximately $101.4 million [107] - The company estimates overall capital needs to fund rental home purchases, notes, expansions, and improvements of approximately $120 - $150 million for the year [105]
Urban Edge Properties (UE) Earnings Call Presentation
2025-06-27 07:20
THE URBAN EDGE – POINTS OF DIFFERENTIATION Our portfolio is concentrated in the DC to Boston corridor, the most densely populated region in the U.S, with an average 3-mile population density of 200,000 people - the highest in the sector. Grocers anchor 80% of our assets, generating sales of $900/ft. We are targeting a long-term, annual growth rate of 4-5% per share in Funds from Operations as Adjusted. Our growth drivers include: INVESTOR PRESENTATION | JUNE 2025 2 Data as of March 31, 2025, except where no ...
A rent freeze adds a layer of stigma on NYC REITs, says Stephens' Matt Breese
CNBC Television· 2025-06-26 18:08
And my next guest says those real estate headwinds could spill over into other sectors. Joining us now is Steven's analyst Matt Breeze. Matt, it's good to see you and where are you digging into.Yeah, thank you Kelly very much for having us. Yeah, so our coverage list is the Northeast and Mid-Atlantic banks, many of which play in the Metro New York City area, many of which not only deal with rent regulated multifamily. A lot of those buildings also have market rate multif family.And I think those are kind of ...
Jones Lang LaSalle: A Safe Bet On Real Estate Recovery
Seeking Alpha· 2025-06-26 11:44
Group 1 - The broader real estate markets have underperformed compared to the S&P 500, with the Vanguard Real Estate Index (VNQ) closely tracking the S&P 500 before 2022 [1] - The article highlights the importance of data analytics in identifying investment opportunities within the equity markets, particularly in the context of real estate [1] - The focus is on value investing, emphasizing high-quality, long/short mid and small-cap companies as potential investment targets [1] Group 2 - The article does not provide any specific stock recommendations or investment advice, maintaining a neutral stance on the suitability of investments for individual investors [2][3] - There is a clear distinction made regarding the lack of any business relationships with the companies mentioned, ensuring an unbiased perspective [2] - The content reflects the author's personal opinions and experiences without any external compensation influencing the analysis [2]
Safehold Closes Ground Lease for San Diego Multifamily Development
Prnewswire· 2025-06-26 11:30
Core Insights - Safehold Inc. has successfully closed a ground lease and leasehold loan for a new 259-unit multifamily development in Downtown San Diego's East Village [1][2] - The project will be developed by Riaz Capital, which is investing through its Qualified Opportunity Zone fund [1] - Safehold aims to enhance its presence in the San Diego market and provide comprehensive financing solutions [2] Company Overview - Safehold Inc. is a leader in the modern ground lease industry, having established this sector in 2017 [2] - The company focuses on unlocking land value for owners of various property types, including multifamily, affordable housing, office, and mixed-use properties [2] - As a real estate investment trust (REIT), Safehold seeks to deliver safe, growing income and long-term capital appreciation to its shareholders [2]
GDS Announces the Launch of an Initial Public Offering for its C-REIT on the Shanghai Stock Exchange
Globenewswire· 2025-06-26 10:00
SHANGHAI, China, June 26, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that the China Securities Regulatory Commission (“CSRC”) and Shanghai Stock Exchange have approved the registration and launch of an initial public offering (“IPO”) for its China REIT (“C-REIT”). The transaction involves the sale by GDS of 100% equity interest in a project compan ...
Americold Realty Trust(COLD) - 2019 Q2 - Earnings Call Presentation
2025-06-26 09:24
Financial Performance Highlights - Total revenue reached $438.5 million, marking an 11.1% increase compared to the same quarter last year[13] - Total NOI increased by 23.3% to $121.1 million compared to the same quarter last year[13] - Core EBITDA grew by 27.1% to $93.6 million, or 28.6% on a constant currency basis, compared to the same quarter last year[13] - Global Warehouse segment revenue increased by 17.6% to $338.2 million compared to the same quarter last year[13] - Global Warehouse segment NOI increased by 25.3% to $113.8 million compared to the same quarter last year[13] - Global Warehouse same store revenue grew 1.5%, or 3.4% on a constant currency basis, with same store segment NOI improving 4.9%, or 6.2% on a constant currency basis[13] Strategic Acquisitions and Capital Deployment - The company completed $1.3 billion in acquisitions during the second quarter, including Cloverleaf Cold Storage for $1.25 billion and Lanier Cold Storage for $82.6 million[11, 13] - The company completed a land purchase in Sydney, Australia for $45.5 million[18] Occupancy and Fixed Commitments - For the second quarter of 2019, economic occupancy for the total warehouse segment was 76.8% and warehouse segment same store pool was 76.7%[27] - On a combined pro forma basis, 38.3% of rent and storage revenues were generated from fixed commitment storage contracts[26]