Company Overview - PECO's total enterprise value is $7.3 billion[7] - The company's dividend yield is 3.5%, based on an annualized rate of $1.23 per share[7] - PECO retains 94% of its portfolio[7] Portfolio Composition & Strategy - 70% of PECO's ABR (Annual Base Rent) comes from necessity-based neighbors[7] - 85% of PECO's ABR is anchored by 1 or 2 grocery sales[7] - Grocery/Pharmacy/Liquor account for 23% of imported COGS (Cost of Goods Sold)[34] Financial Performance & Guidance - PECO's Q2 2025 Net Income per Share is $0.31[54] - The company's Core FFO (Funds From Operations) per share for Q2 2025 is $1.29[54] - PECO projects a full-year 2025 Core FFO per share between $2.55 and $2.60[54] - Same-Center NOI (Net Operating Income) growth is guided between 3.10% and 3.60% for full-year 2025[54] Acquisition Activity - PECO's 2025 YTD (Year-to-Date) acquisitions total $279.7 million[54] - The company anticipates total acquisitions between $350 million and $450 million for full-year 2025[54] - PECO has acquired 1,173,733 GLA (Gross Leasable Area) in 2025 YTD acquisitions[52]

Financial Performance - The company reported a net loss of $0.29 per share for Q2 2025, compared to a net income of $0.18 per share in Q1 2025 [11] - Book value decreased from $7.94 in Q1 2025 to $7.21 in Q2 2025 [11] - Average MBS balances increased from $5,996 million in Q1 2025 to $6,866 million in Q2 2025 [15] - Economic leverage ratio remained constant at 7.8 in both Q1 and Q2 2025 [15] - Liquidity increased from 52.2% in Q1 2025 to 54.0% in Q2 2025 [15] Portfolio & Hedging - The company increased its allocation to 30yr 5.5%, 6.0%, and 6.5% coupons by $555 million, $145 million, and $86 million, respectively, while decreasing allocation to 30yr 4.0% and 5.0% by $334 million and $137 million, respectively [47] - Total notional balance of hedge positions was $(4,881.8) million [59] - Interest rate swaps had a notional balance of $(3,843.3) million with a weighted average pay fix rate of 3.30% [59] - The company's hedge positions covered 58% of its repo funding liability [59]

🇺🇸 LATEST: Christie's International Real Estate becomes first major US luxury brokerage to launch a dedicated crypto real estate division, allowing buyers to purchase properties entirely with cryptocurrency, per NYT. https://t.co/X0oFQnhQTq ...

Alexander & Baldwin Holdings, Inc. (ALEX) reported $51.7 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 1.3%. EPS of $0.48 for the same period compares to $0.16 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $51.6 million, representing a surprise of +0.2%. The company delivered an EPS surprise of +23.08%, with the consensus EPS estimate being $0.39.While investors closely watch year-over-year changes in headline numbers -- revenue a ...

Rithm Property Trust (RPT) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Rhythm Property Trust Inc. Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise.After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to tu ...

Alexander & Baldwin (ALEX) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Afternoon, ladies and gentlemen, and welcome to the Alexander and Baldwin Second Quarter Earnings Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 07/24/2025. And I would now like to turn the conference over to Shane Mench.Thank you. Please go ahead.Speaker1Thank you, operator. Aloha and welcome to Alexand ...

JUST IN: Christie’s Real Estate launches a dedicated Bitcoin and crypto division https://t.co/dbeXezqidd ...

According to The New York Times, Christie’s International Real Estate has launched a dedicated crypto real estate division, becoming the first major U.S. brokerage to handle property transactions conducted entirely in cryptocurrency, without relying on traditional banks. https://t.co/fxeS8Qv5Jk ...

Christie's has launched a new division with $1B in luxury real estate - open to crypto offers only 💰Just a matter of time before all real estate will be purchaseable via crypto... https://t.co/wgeZCvn7bA ...

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