BPG(BRX)

搜索文档
BRIXMOR PROPERTY GROUP ANNOUNCES SECOND QUARTER 2025 EARNINGS RELEASE AND TELECONFERENCE DATES
Prnewswire· 2025-06-10 04:03
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: ...
Shopping Centers Win In A Paucity Of Supply
Seeking Alpha· 2025-06-06 05:08
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 ...
Brixmor CEO James Taylor On Dividend Growth And Rational Retail Demand
Seeking Alpha· 2025-05-21 05:35
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 ...
An Identifiable Inflection Point For REITs
Seeking Alpha· 2025-05-15 14:15
REITs股息削减的市场反应 - 市场对REITs股息削减存在一致性误定价反应 无论削减原因如何 股价均大幅下跌[1] - 被迫削减与主动削减存在本质差异 前者伴随基本面恶化(如空置率上升 租金下降) 后者仅为派息率调整[2][3] - 主动削减案例显示 公司AFFO/股从1美元增至1.01美元 但股息从0.96美元降至0.70美元 属于合理派息率调整[3] 主动削减的识别特征 - 基本面指标健康 包括同店NOI增长 高入住率 行业供需平衡[4] - WPC案例显示 尽管因分拆NLOP导致AFFO指引下调 但资产组合表现强劲 股价仍下跌20%[6][9] - 零售REITs在疫情期间暂停股息属审慎行为 但BRX股价仍超跌50%[14][16] 历史案例价格表现 - WPC股息削减后股价下跌20% 但基本面未受损 后续实现完全复苏[9][11] - KIM和WSR疫情期间分别暂停和削减股息 股价跌幅超50%-60% 但后续买入机会显著[20][23][25] - GOOD在2022年底削减股息后股价下跌20% 但随后出现可观回升[29][31][33] 当前投资机会 - AHH近期季度股息从0.205美元降至0.14美元 股价超跌 但营收持续增长 租赁指标强劲[45][47][50] - DEA同样出现主动削减 当前股价处于惩罚性低位[54] - 两类削减需严格区分 如HPP因办公楼基本面恶化导致持续下跌 与主动削减形成对比[38][40][42] 市场行为模式分析 - 股息削减公告后存在数周至数月的价格消化期 因算法筛选器仍显示旧股息率[36][37] - 主动削减创造20%折价窗口 但需避开基本面真正恶化的公司[55] - 历史模式显示 在惩罚性下跌阶段买入主动削减公司可获得超额收益[11][13][27]
Brixmor Property (BRX) is a Top Dividend Stock Right Now: Should You Buy?
ZACKS· 2025-05-06 00:50
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view i ...
Brixmor: An Attractive Income Stock After A Solid Q1
Seeking Alpha· 2025-05-01 18:00
Shares of Brixmor Property Group (NYSE: BRX ) have been a solid performer thanks to strong demand for its grocery-anchored locations. While retail real estate has faced pressures, limited new supply has helped to buoy these outdoorOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analys ...
Brixmor Property: Undervalued With Growing Dividends
Seeking Alpha· 2025-05-01 02:25
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Publicly traded stocks are a great way for everyday retail investors to accumulate wealth and income generation at bargain prices. That’s because private mar ...
BPG(BRX) - 2025 Q1 - Earnings Call Transcript
2025-04-30 02:52
Brixmor Property Group (BRX) Q1 2025 Earnings Call April 29, 2025 02:52 PM ET Speaker0 Greetings, and welcome to the Brixmor Property Group First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Stacey Slater, Senior Vice President, Investor Relations and Capital Markets. Please go ahea ...
BPG(BRX) - 2025 Q1 - Earnings Call Transcript
2025-04-29 22:00
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 ...
Compared to Estimates, Brixmor (BRX) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-04-29 07:00
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 ...