PHILADELPHIA, Jan. 22, 2025 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE: BDN) announced today the tax characteristics of its 2024 distributions. The tax reporting will be done on Form 1099-DIV and shareholders are encouraged to consult with their personal tax advisors as to the specific tax treatment of dividends. The characteristics of the Company’s distributions are as follows: Common Shares of Beneficial Interest (CUSIP 105368203) 2024 Dividend DatesRecord 1/4Payment 1/18Record 4/4Payment 4/18Recor ...

公司业绩 - 公司在2024年第四季度的租赁活动达到650,000平方英尺，是2024年最高的季度租赁活动，较2023年第四季度增长18% [2] - 2024年全年租赁活动总计220万平方英尺，加权平均租期为9.4年 [2] - 超过82%的新租赁活动来自租户升级到更高质量的空间 [3] 公司战略 - 公司核心投资组合仍然是业务的基础，同时在其开发项目中继续取得租赁进展，强化了其混合用途战略的长期价值 [3] - 公司预计商业开发项目将在2026年稳定，这些大型租户需求预计将在2026年入住 [3] - 公司通过策划混合用途环境来捕捉未来增长机会，随着办公市场的持续稳定 [4] 公司概况 - 公司是美国最大的公开交易、全方位服务的综合房地产公司之一，专注于费城和奥斯汀市场 [5] - 公司拥有、开发、租赁和管理147处物业，总面积达2110万平方英尺 [5] - 公司通过其专业知识、培养的关系、所在社区和共同创造的历史来塑造、连接和激励周围的世界 [5]

Year-to-Date Gross Proceeds Approach $310 MillionPHILADELPHIA, Dec. 24, 2024 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE: BDN) today announced the completion of two significant sales within our joint venture portfolio: 4040 Wilson, a mixed-use development in Arlington, VA, and the Dabney and Brittons Hill portfolio in Richmond, VA. These transactions yielded combined gross sale proceeds of $265.8 million, advancing Brandywine’s strategic objectives to improve its competitive position, reduce forward c ...

文章核心观点 - 公司出售奥斯汀巴顿天际线一号和二号物业，符合资本回收和投资策略，有助于强化资产负债表并把握投资机会 [1][2] 公司动态 - 公司将位于奥斯汀西南部的巴顿天际线一号和二号以1.076亿美元（每平方英尺275美元）出售给奥斯汀市，该物业将用作公共安全总部 [1] - 巴顿天际线办公园区占地35英亩，含四座办公楼，出售一号和二号后公司仍持有四号，其目前出租率为94% [2] - 公司总裁兼首席执行官表示此次交易符合资本回收和投资组合管理目标，既强化资产负债表又利于把握投资机会，同时公司仍致力于奥斯汀发展 [2] 行业情况 - 奥斯汀是美国最具活力和增长迅速的大都市之一，年就业增长率2%（新增2.7万个就业岗位），预计到2030年人口达280万，苹果、三星和特斯拉等大公司持续扩大在该地区业务 [3] 公司介绍 - 公司是美国最大的上市综合房地产公司之一，核心业务集中在费城和奥斯汀市场，截至2024年9月30日拥有147处物业，面积2110万平方英尺 [5]

I believe Brandywine Realty Trust (NYSE: BDN ) presents significant upside potential based on cap rate and P/FFO multiple (expansion). While the company is currently managing higher interest expenses and awaiting the materialization of its highly anticipated developments, these challengesI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Inves ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________________________________________ FORM 10-Q _____________________________________________________________________________________________ (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities ...

Brandywine Realty Trust (NYSE: BDN ) announced their quarterly results on October 22nd and held their earnings call on the next morning for the third quarter of the year ending on September 30th. The results were a bit mixedI own separate portfolios for separate goals. I have one portfolio where I have nothing but income plays, another portfolio where I have nothing but growth stocks. I also have another portfolio where I run my options plays. I try not to mix different portfolios because they all have diff ...

财务数据和关键指标变化 - 第三季度净亏损为1.655亿美元，每股亏损0.96美元，受1614万美元减值损失影响 [18] - 第三季度FFO为3980万美元，每股0.23美元，低于市场预期 [18][19] - 第三季度净债务与EBITDA比率为7.5倍，核心EBITDA比率为6.6倍，均在2024年目标范围内 [12][19] 各条业务线数据和关键指标变化 - 住宅项目Avira已达到80%出租率，Uptown Residential项目在9月开业，现已出租15% [5][6] - 第三季度总租赁活动为558,000平方英尺，其中298,000平方英尺为新租赁 [8][9] - 预计开发项目在稳定后将增加15.5%的现有收入流 [6] 各个市场数据和关键指标变化 - 费城的空置率在大型城市中最低，整体表现良好，出租率约为94% [7] - 奥斯汀市场面临短期挑战，但中期增长前景依然强劲，市场活动水平有所提升 [7][10] - 第三季度实地参观量较第二季度增加7%，较疫情前水平增加36% [10] 公司战略和发展方向和行业竞争 - 公司专注于流动性、开发租赁和投资组合稳定性 [3][4] - 计划在2024年实现1.5亿美元的资产销售目标，已将销售目标提高至1.5亿美元的中点 [4][13] - 预计未来将继续关注高质量资产的租赁，市场对A类资产的需求强劲 [26][48] 管理层对经营环境和未来前景的评论 - 管理层对市场动态持乐观态度，认为高质量资产的竞争地位将随着时间改善 [48] - 预计2024年将实现FFO增长，尽管短期内可能面临一些挑战 [70] - 对于奥斯汀市场的需求，管理层表示大部分租赁需求来自于市场内的扩张 [27][28] 其他重要信息 - 公司在第三季度出售了位于宾夕法尼亚郊区的非核心资产，获得6500万美元 [4][13] - 预计2024年将没有土地销售收益，因几项交易未能达成 [12][22] 问答环节所有提问和回答 问题: 关于奥斯汀市场的需求 - 管理层表示，奥斯汀市场的租赁需求主要来自于市场内的扩张，整体市场正在缓慢改善 [27][28] 问题: 关于资产处置的GAAP和现金资本化率 - 管理层预计新销售目标的现金和GAAP资本化率将约为8% [30] 问题: 关于Uptown ATX的租赁管道 - 管理层确认，Uptown ATX的租赁管道包括多家正在扩张的市场内租户 [32][33] 问题: 关于租赁优惠的环境 - 管理层表示，费城市场的租赁优惠未见明显增加，但奥斯汀市场的租赁改善要求较高的租户改善津贴 [36][37] 问题: 关于未来的土地销售 - 管理层指出，土地销售面临融资市场的不确定性，导致销售预期下调 [72]

For the quarter ended September 2024, Brandywine Realty Trust (BDN) reported revenue of $131.78 million, up 1.9% over the same period last year. EPS came in at $0.23, compared to -$0.13 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $133.23 million, representing a surprise of -1.09%. The company delivered an EPS surprise of -4.17%, with the consensus EPS estimate being $0.24.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.23 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to FFO of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -4.17%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.22 per share when it actually produced FFO of $0.22, delivering no surprise.Over the last four quar ...