财务业绩 - 第三季度收入同比增长22%[2] - 净收益为110万美元，每股摊薄收益为0.03美元[2] - 经营性现金流(FFO)为710万美元，每股摊薄为0.24美元[2] - 经调整后的经营性现金流(AFFO)为880万美元，每股摊薄为0.30美元[2] - 总收入为5.5004亿美元，同比增长17.8%[21] - 租金收入为5.274亿美元，同比增长17.9%[21] - 总运营费用为4.3066亿美元，同比增长17.3%[21] - 营业收入为1.1938亿美元，同比增长19.4%[21] - 归属于普通股股东的净收益为2.094亿美元，同比下降17.1%[21] - 每股基本和稀释净收益为0.04美元[21] - 经调整基金营运收益(AFFO)为8757万美元，同比增长23.7%[26] - 每股AFFO为0.30美元[26] 资产负债情况 - 总资产为6.15055亿美元，较2023年12月31日增加8.4%[22][23] - 总负债为3.06089亿美元，较2023年12月31日增加15.2%[23][24] 收购与租赁 - 在第三季度收购了35处邮政物业，总投资1330万美元，加权平均资本化率为7.5%[4] - 与美国邮政署达成2023年和2024年所有续租合同的新租金条款，新签约租约均包含3%的年度租金上涨[5] 融资情况 - 在第三季度和10月21日期间通过ATM发行732,266股普通股和252,198个普通合伙单位,总募集资金约1420万美元[7] - 在第三季度末,公司有约1.4百万美元的现金和物业储备,净债务约2.77亿美元,加权平均利率为4.51%[6] - 在第三季度末后,公司增加了5000万美元的定期贷款承诺,并将利率掉期锁定利率为5.37%[10]

Compounding Chef combines a business education background with professional experience in a variety of industries to find opportunities across the investing universe including… Media, Marketing, and Public Relations Travel, Tourism, Hospitality, Corporate Events, and Software as a Service. I have been managing the growth of personal and family assets for 15 years with the goal of building wealth that compounds for multiple generations. While I occasionally find short term opportunities in undervalued assets ...

CEDARHURST, N.Y., Oct. 24, 2024 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,000 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, announced today that it will report its financial results for the period ended September 30, 2024, on Monday, November 4, 2024, after market close. Webcast and Call Information: Th ...

CEDARHURST, N.Y., Oct. 22, 2024 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,000 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, announced today that its board of directors has approved a quarterly dividend on the Company’s Class A common stock in the amount of $0.24 per share. This represents a 1.1% increas ...

CEDARHURST, N.Y., Sept. 26, 2024 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the "Company"), an internally managed real estate investment trust that owns and manages over 1,950 properties leased primarily to the United States Postal Service (the "USPS"), ranging from last-mile post offices to industrial facilities, announced today an update on its ongoing lease negotiations with the USPS. Leasing Update Agreed to new rents on all expired 2023 leases and the majority of the expired and schedu ...

traveler1116/E+ via Getty Images It helps to have a portfolio of mission-critical properties that can stand the test of time. While cell tower REITs like American Tower (AMT) and Crown Castle Inc. (CCI) or even gaming REIT VICI Properties (VICI) may come to mind, postal properties should also be near the top of the list. This brings me to Postal Realty Trust (NYSE:PSTL), which I last covered in January, highlighting its strategic property portfolio, quality fundamentals, and undervaluation. While the stock ...

Kelvin Murray/DigitalVision via Getty Images A few days ago, I wrote on Realty Income (O) and Agree Realty (ADC), two of the most popular net lease REITs. As I explained, At times, it seemed to me that every second article and piece we worked on had some connection to Realty Income, Agree Realty, or both of them. It's true, these two net lease REITs seem to be the most popular names in the net lease REIT sector. There's also VICI Properties (VICI), a gaming REIT that's also highly followed, as I explained i ...

财务数据和关键指标变化 - 公司在第二季度新增70处物业,总投资2800万美元,加权平均收益率为7.6% [10] - 第二季度后又新增9处物业,总投资340万美元 [19] - 公司2024年全年计划以7.5%以上的加权平均收益率收购9000万美元的物业 [11] - 公司第二季度实现FFO每股0.23美元,AFFO每股0.26美元 [22] - 公司债务加权平均利率为4.48%,加权平均期限3年,无重大近期到期债务 [23] - 公司通过ATM发行约36.5万股普通股,62万普通合伙单位,共筹集约610万美元 [25] - 公司第二季度经常性资本支出135万美元,预计第三季度将在250-350万美元之间 [26] - 公司全年现金G&A费用指引为950-980万美元,将继续优化占收入比重 [27] 各条业务线数据和关键指标变化 - 第二季度新增物业176,000平方英尺净可租赁面积,其中包括66,000平方英尺的末端配送物业和111,000平方英尺的柔性物业 [18] - 公司过去10年以上的加权平均租赁续约率达99%,反映了这些物业对邮政服务和当地社区的战略重要性 [20] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司通过收购新的邮政物业实现外部增长,同时通过有效租赁和管理提升现有物业的现金流实现内部增长 [17] - 公司是该领域最大的所有者,有广阔的发展前景 [19] 管理层对经营环境和未来前景的评论 - 随着利率下降和资本成本改善,公司期待交易量增加 [12] - 公司与邮政局合作改善年度续租流程,已开始收到包含3%年度增长的2023年续租合同 [13][14] - 公司与主要非邮政租户完成5年续租,实现19%的基础租金涨幅,并约定2.5%年度增长 [15] 其他重要信息 - 公司连续第三年参与长岛救助组织的志愿服务活动,致力于回馈当地社区 [16] 问答环节重要的提问和回答 问题1 **Eric Borden 提问** 询问2023年续租中3%年度增长条款涉及的租金占比 [31][33] **Jeremy Garber 回答** 2022年和2023年续租中包含3%年度增长条款的租金占公司总租金的13% [34] 问题2 **Nahom Tesfazghi 提问** 询问2023年续租3%增长与2022年3.5%增长的差异 [39][40] **Andrew Spodek 回答** 2023年3%增长反映了当前的通胀环境,但3%仍是很好的结果,公司期待后续2023年和2024年续租的情况 [41][42][44] 问题3 **Steven Dumanski 提问** 询问公司资本支出的构成和预测 [46][47] **Robert Klein 回答** 公司未来几个季度的经常性资本支出预计在250-350万美元之间,且不存在需要向邮政局传递的装修费用 [47][48]

Postal Realty Trust (PSTL) reported $18.05 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 16.8%. EPS of $0.26 for the same period compares to $0.03 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $17.78 million, representing a surprise of +1.55%. The company delivered an EPS surprise of +4.00%, with the consensus EPS estimate being $0.25. While investors closely watch year-over-year changes in headline numbers -- revenue and earning ...

文章核心观点 - 公司本季度资金营运(FFO)为每股0.26美元,超出市场预期每股0.25美元[1][2] - 公司本季度收入为1805万美元,超出市场预期1.55%[3] - 公司股价今年以来下跌3.6%,低于标普500指数8.7%的涨幅[5][6] 公司表现 - 公司过去4个季度中有3次超出FFO预期[2] - 公司过去4个季度中有3次超出收入预期[3] - 公司本季度FFO为每股0.26美元,去年同期为每股0.27美元[1] - 公司预计下季度FFO为每股0.25美元,全年收入为7185万美元[10] 行业表现 - 公司所属的房地产信托和股权信托-其他行业目前在250多个扎克斯行业中排名前41%[11] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业,业绩表现通常好2倍以上[11] - 同行Sunstone Hotel Investors预计下季度每股收益为0.27美元,同比下降18.2%,收入为2.552亿美元,同比下降7.6%[13]