NEW YORK--(BUSINESS WIRE)--MSCI Inc. ("MSCI†or the "Company†) (NYSE: MSCI) published a corporate responsibility presentation for investors on its Investor Relations homepage, ir.msci.com, on Wednesday, November 19, 2025. The Company's management may use this presentation during meetings with investors and analysts. About MSCI Inc. MSCI Inc. (NYSE: MSCI) strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytic. ...

Core Insights - Summit Hotel Properties, Inc. has published its annual Corporate Responsibility Report, emphasizing its commitment to long-term shareholder value through responsible investment, environmental protection, and community support [1] - The CEO highlighted significant progress in the company's Corporate Responsibility and Sustainability program, reflecting a commitment to sustainable hotel operations and strong governance [1] - The report aims to enhance stakeholder understanding of the company's commitments to environmental stewardship, social responsibility, and governance [1] Company Overview - Summit Hotel Properties, Inc. is a publicly traded real estate investment trust focused on premium-branded lodging facilities, primarily in the upscale segment [2] - As of November 11, 2025, the company owns 95 assets, with 52 wholly owned, totaling 14,347 guestrooms across 24 states [2]

Financial Data and Key Metrics Changes - In Q3 2025, adjusted EBITDAre was $319 million, a decrease of 3.3% year-over-year, while adjusted FFO per share was $0.35, down 2.8% compared to 2024 [4][19] - Year-to-date, adjusted EBITDAre and adjusted FFO per share were up 2.2% and 60 basis points, respectively, compared to 2024 [4][19] - Comparable hotel total RevPAR improved by 80 basis points compared to 2024, with a 20 basis points increase attributed to better transient demand and higher rates [5][19] Business Line Data and Key Metrics Changes - Transient revenue grew by 2%, driven by double-digit growth at resort properties, particularly in Maui, San Francisco, New York, and Miami [6][21] - Group room revenue decreased approximately 5% year-over-year due to renovation disruptions and the Jewish holiday calendar shift [7][25] - Ancillary spending remained strong, with other revenue up 7%, including growth in golf and spa services [8][22] Market Data and Key Metrics Changes - Total group revenue pace in Maui is up 13% for 2026, indicating continued recovery momentum [6][7] - Business transient revenue was down 2% in Q3, primarily due to a reduction in government room nights [7][24] - Group revenue pace for 2026 is approximately 5% ahead of the same time last year, driven by rate, room nights, and banquet contributions [26][60] Company Strategy and Development Direction - The company is focusing on capital allocation decisions that enhance long-term shareholder value, including significant investments in transformational renovations [19][41] - The company has completed 23 transformational renovations since 2018, achieving an average RevPAR index share gain of over 8.5 points [16][41] - The company is targeting stabilized annual cash on cash returns in the mid-teens through RevPAR index share gains and enhanced owner priority returns [14][19] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued outperformance of upper upscale and luxury hotels, benefiting from a bifurcated consumer market [19][66] - The company raised its full-year adjusted EBITDAre guidance to $1.73 billion, reflecting strong performance and improved expectations for Q4 [19][29] - Management noted that the absence of major storms on the Gulf Coast could provide tailwinds for growth in 2026 [92][96] Other Important Information - The company collected $5 million in business interruption proceeds for Hurricanes Helene and Milton in Q3, totaling $24 million for the year [10][29] - The company has a strong balance sheet with $2.2 billion in total available liquidity and a leverage ratio of 2.8 times [31][32] - The company is not prioritizing asset acquisitions in the current market environment, focusing instead on internal investments [85][86] Q&A Session Summary Question: Can we expect more asset trading in the market based on current performance? - Management indicated they will be opportunistic with capital allocation and highlighted successful asset sales, suggesting potential for future transactions [36][40] Question: How are you selecting hotels and markets for investment? - Management emphasized a thorough screening process for capital allocation, focusing on transformational renovations that reposition properties for better performance [48][50] Question: What is the outlook for group booking pace in 2026? - Management reported a positive group revenue pace for 2026, with significant increases in group room nights and rates expected [55][60] Question: How are wage and benefits increases expected to impact 2026? - Wage rate growth is anticipated to be lower in 2026, with only New York having significant labor contract negotiations upcoming [88][89] Question: What tailwinds can be expected from the absence of storms on the Gulf Coast? - Management noted that properties like the Don Cesar and Ritz Naples are performing well, and the absence of storms could enhance growth potential in 2026 [92][96]

Core Points - BNP Paribas was found liable for over $20.5 million in damages for its role in providing banking services to Sudanese leaders during the period of international crimes, including genocide, from 2002 to 2008 [3][4] - The lawsuit was initiated by Sudanese refugees who fled violence and persecution, and the jury concluded that the bank's financial services were a "natural and adequate cause" of the harm suffered by the victims [4] - This landmark verdict may enable thousands of Sudanese refugees in the U.S. to seek damages from BNP Paribas, highlighting corporate responsibility for complicity in international crimes [3][4] Company Summary - BNP Paribas' request to dismiss the case was denied, and the trial focused on the bank's admitted violations of U.S. sanctions, which allowed the Sudanese government to access billions of U.S. dollars during the conflict [4] - The bank previously pleaded guilty in 2014 to criminal charges for processing blacklisted funds from Sudan and other sanctioned countries, resulting in a penalty of nearly $9 billion [4] - A BNP Paribas spokesman stated that the verdict is based on a distortion of Swiss law and that the bank intends to appeal the decision [4] Industry Implications - The jury's verdict is significant as it is one of the first instances where a global bank has been held civilly liable for financially enabling international crimes, potentially paving the way for more than 20,000 Sudanese refugees in the U.S. to seek billions in damages [4][5] - The case raises questions about the accountability of other corporate actors that may be complicit by providing services to those responsible for international crimes [5]

Core Viewpoint - American Healthcare REIT, Inc. (AHR) has released its inaugural Corporate Responsibility Report and Task Force on Climate-related Financial Disclosures (TCFD) Report, highlighting its commitment to responsible growth and transparency in its operations [1][2]. Corporate Responsibility Report Highlights - The report outlines AHR's progress in three key areas: corporate governance, environmental responsibility, and social responsibility [3]. - AHR emphasizes strong governance practices, including enhanced board independence and the establishment of a Corporate Responsibility Committee [5]. - The company has completed its first Scope 1 and 2 greenhouse gas emissions inventory and is investing in energy-efficient updates across its properties [5]. Climate-related Risk Management - The TCFD Report details AHR's initial climate scenario analysis, assessing physical risks like extreme weather and transition risks such as regulatory developments [3]. - AHR has repositioned its portfolio to reduce exposure to high-risk geographies and standardized emissions reporting to enhance decision-making [3]. Future Plans - AHR plans to establish baseline environmental performance data and set measurable improvement targets [6]. - The company aims to expand energy- and water-efficiency initiatives and broaden leadership development and wellness programs for employees [6]. Company Overview - American Healthcare REIT, Inc. is a real estate investment trust focused on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate, primarily in senior housing, skilled nursing facilities, and outpatient medical buildings across the U.S., U.K., and Isle of Man [8].

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Core Insights - Host Hotels & Resorts, Inc. published its 2025 Corporate Responsibility (CR) Report, showcasing its commitment to environmental and social targets for 2030 and a vision for net positive by 2050 [1][2] Sustainability Investments - The company has achieved nearly $5 billion in sustainable financing, including $2.45 billion in green bonds for eligible projects [6] - Over 860 sustainability projects are expected to yield $24 million in annual utility savings, with average cash-on-cash returns of 13-20% over five years [6] - 21 properties hold LEED® certification, including four with LEED Gold certification, and 15 additional projects are in the pipeline [6] - 16 properties have on-site renewable energy systems installed or under development [6] Community Investments - The company supported 283 charities to strengthen communities, with over 220 organizations selected by employees [6] - Seven volunteer events were conducted focusing on environmental conservation, youth education, health and well-being, and support for underserved communities [6] People Investments - The average balance in social impact funds was approximately $240 million in 2024 [6] - Employee engagement is high, with 88% of employees reporting high engagement levels in the latest survey [6] - 61% of employees participated in external learning and development programs, with an average of 20 training hours per employee per year [6]

Core Insights - Hillman Solutions Corp. published its annual Corporate Responsibility fact sheet, highlighting its ESG initiatives for the year ending December 31, 2024 [1] - The company emphasizes its commitment to long-term sustainability, corporate governance, and social impact as integral to its business operations [2] Company Overview - Hillman Solutions Corp. is a leading provider of hardware products and solutions for home improvement, hardware, and farm and fleet retailers across North America, with over 60 years of industry experience [4] - The company offers a diverse portfolio including hardware solutions, protective solutions, and robotic and digital solutions, supported by a robust distribution network [4] Corporate Responsibility Initiatives - The Corporate Responsibility fact sheet outlines Hillman's efforts to reduce its environmental footprint, invest in employee development, and engage with communities [3] - Key achievements in 2024 include Vendor of the Year recognition from two customers, Partner of the Year in Canada, and the Pro Tool Innovation Award [6] Governance and Workplace Culture - The report details Hillman's corporate governance practices, including board composition and strategic leadership changes [6] - Statistics related to workplace safety, health, and inclusivity are highlighted, showcasing the company's commitment to a value-driven workplace [6] Environmental Impact - Hillman is focused on maintaining an innovative, inclusive, and environmentally conscious approach in its daily operations, with an expanded assessment of Scope 1-3 greenhouse gas emissions [3][6]

Core Insights - Regency Centers raised its core operating and NAREIT FFO guidance for FY2025 due to strong performance across major operating metrics, including record-low move-outs and robust rent spreads [5][25][26] - The acquisition of a five-property R&D portfolio in Orange County, California, is strategically significant, enhancing long-term earnings without increasing net leverage [5][20][25] - The company is executing a $500 million active development pipeline with blended project returns exceeding 9%, focusing on ground-up developments [5][21][25] Financial Performance - Same-property NOI growth exceeded 7%, driven by a 4.5% contribution from base rent, improved leasing, and favorable bankruptcy resolutions [4][15][25] - The company raised its same-property NOI growth forecast to 4.5%-5% for 2025, reflecting a 115 basis point increase at the midpoint [8][25] - NAREIT FFO per share guidance was raised by $0.06, indicating full-year growth of over 7% [8][25] Capital Deployment and Acquisitions - Over $600 million has been deployed year-to-date, including the $357 million acquisition of the Orange County portfolio, which is 97% leased [4][5][20] - The company maintains nearly full capacity on a $1.5 billion credit facility, providing flexibility for future investments [8][25][27] - The acquisition is expected to deliver a growth rate north of 3%, with potential upside from small redevelopments [9][54] Leasing and Occupancy - Commenced occupancy increased by 40 basis points sequentially, with a lease-to-commence spread of 260 basis points representing a $38 million S&O pipeline [4][18] - Cash rent spreads of 10% and GAAP rent spreads of nearly 20% were achieved on new and renewal leases, reflecting strong demand and contractual rent steps [4][18][25] - The company reported a retention rate of about 77%, higher than typical levels, attributed to supply constraints and strong tenant performance [63][64] Credit and Risk Management - Credit loss guidance was narrowed to 75-85 basis points for the year, reflecting improved clarity on bankruptcy outcomes [8][26][70] - Accounts receivable over 90 days are at historical lows, indicating strong tenant health [8][70][71] - The company has successfully managed tenant turnover, with proactive measures in place to enhance tenant relationships and performance [63][64]

Financial Data and Key Metrics Changes - The company reported same property NOI growth exceeding 7%, with base rent contributing 4.5% [10][19] - Full year growth outlook for same property NOI, core operating earnings, and NAREIT FFO has been raised due to strong performance [8][19] - NAREIT FFO range increased by $0.06 per share at the midpoint, representing full year growth of more than 7% [19][21] Business Line Data and Key Metrics Changes - The company achieved record low shop move outs and sustained robust leasing activity with strong rent growth [6][10] - Cash rent spreads of 10% and GAAP rent spreads of nearly 20% were achieved for both new and renewal leasing [11][19] - The S and O pipeline represents $38 million of incremental base rent, with a lease to commenced occupancy spread of 260 basis points [11][12] Market Data and Key Metrics Changes - The company successfully acquired five shopping centers in South Orange County, California for $357 million, enhancing its presence in a supply-constrained market [6][14] - The acquisition portfolio is 97% leased and includes over 600,000 square feet of high-quality retail GLA [13][14] Company Strategy and Development Direction - The company is focused on high-quality grocery-anchored shopping centers in desirable suburban trade areas, emphasizing essential retail offerings [9][10] - The ongoing commitment to corporate responsibility is highlighted as a foundational strategy [7] - The company plans to continue capitalizing on persistent demand for its shopping centers and is optimistic about future growth opportunities [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the operating fundamentals and the ability to sustain growth into 2026 and beyond [9][19] - The company is raising its earnings guidance based on strong first-half performance and greater conviction about the remainder of the year [18][19] - Management noted that the current year lease commencements are largely derisked, allowing for continued growth momentum [12][19] Other Important Information - The company has a strong balance sheet with low leverage and dependable access to low-cost capital, enabling it to pursue strategic growth opportunities [9][21] - The company has successfully executed a $400 million bond offering, demonstrating a clear cost of capital advantage [21] Q&A Session Summary Question: Contribution from various components into the second half for same store NOI cadence - Management indicated that base rent will continue to be the largest contributor, but there may be a slight increase in uncollectible lease income in the second half [24][26] Question: Shift away from occupancy into other components of same property NOI growth - Management confirmed that while peak leased occupancy is being reached, there is still room for growth in commenced occupancy, which will positively impact NOI [31][34] Question: State property NOI growth algorithm and contractual rent steps - Management highlighted that redevelopments are expected to positively impact same property NOI growth, with continued strong contractual rent steps [32][34] Question: Health of tenants and turnover rates - Management reported strong tenant health with a retention rate of about 77%, attributing this to supply constraints and productive stores [76][78] Question: Credit loss assumptions for 2025 - Management narrowed the credit loss guidance due to increased clarity on bankruptcy outcomes, indicating a positive outlook for tenant health [85][86] Question: Development opportunities and retailer discussions - Management confirmed ongoing discussions with national retailers about new developments, with a bullish outlook on finding attractive opportunities [48][49] Question: Future acquisition strategies and portfolio cap rates - Management noted that there is strong demand for grocery-anchored assets, with cap rates remaining stable in the low fives to low sixes [71][72]