UMH Properties Inc. (NYSE:UMH) Q2 2022 Results Conference Call August 4, 2022 10:00 AM ET Company Participants Nelli Madden - VP, IR Samuel Landy - President, CEO Anna Chew - VP, CFO Brett Taft - VP, COO Eugene Landy - Chairman Conference Call Participants Craig Kucera - B. Riley Keegan Carl - Berenberg Operator Good morning, and welcome to the UMH Properties Second Quarter 2022 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instructions] After today’s presentation, there ...

公司资产与业务规模 - 截至2022年6月30日，公司拥有并运营130个移动房屋社区，约含24400个已开发住宅用地[104] - 截至2022年6月30日，证券投资组合占未折旧资产的2.7%，公司对其他房地产投资信托基金的股权投资一般不超过未折旧资产的15%[105] - 2022年上半年收购三个社区，总用地367个，总价1705.3万美元，平均入住率49%[112] - 截至2022年6月30日，公司总资产14亿美元，总负债9.014亿美元，净债务与总市值之比约为19%，净债务减去证券与总市值之比约为17%[150] 租金及相关业务数据 - 2022年第一季度和上半年，租金及相关收入较上年同期增长7%，社区净营业收入分别增长5%和7%，同店净营业收入增长5%，主要因租金率提高5%[108] - 2022年第二季度和上半年租金及相关收入分别为4220万美元和8380万美元，较2021年同期增长7%；社区运营费用分别为1890万美元和3700万美元，较2021年同期分别增长11%和8%[122][123] - 社区净营业收入（NOI）在2022年第二季度为2330万美元，同比增长5%；上半年为4680万美元，同比增长7%[124] - 2022年第二季度和上半年社区净营业收入分别为2330.6万美元和4681.2万美元，2021年同期分别为2229.6万美元和4387.2万美元[118] - 公司已收取2022年7月93%的场地和房屋租金[153] 移动房屋销售业务数据 - 2022年上半年，移动房屋销售额较上年同期下降20%[109] - 2022年第二季度，制造房屋销售额为700万美元，同比下降27%；上半年为1130万美元，同比下降20%[125] 出租房屋数据 - 2022年前六个月新增151套出租房屋，使出租房屋总数达约8900套，占总用地的36.3%，季末占总入住用地的40.2%，入住率达94.6%，预计2022年再增加约700 - 800套[110] 资金运营数据 - 2022年第二季度和上半年归属于普通股股东的资金从运营所得分别为 - 32万美元和822.4万美元，2021年同期分别为985.5万美元和1823.6万美元[120] - 2022年上半年经营活动现金流为541.5万美元，投资活动现金流为87.1万美元，融资活动现金流为15370.1万美元；2021年同期分别为3320.3万美元、 - 4957.3万美元和9003.6万美元[121] 各项费用与收入数据 - 2022年第二季度，一般及行政费用为430万美元，同比增长29%；上半年为820万美元，同比增长21%[128] - 2022年第二季度，折旧费用为1200万美元，同比增长7%；上半年为2370万美元，同比增长7%[129] - 2022年第二季度，利息收入为110万美元，同比增长35%；上半年为200万美元，同比增长23%[130] - 2022年第二季度，股息收入为72.1万美元，同比下降44%；上半年为150万美元，同比下降42%[132] - 2022年上半年，公司出售有价证券获得3070万美元收益，而2021年第二季度和上半年分别为43.6万美元收益和29.4万美元损失[133] - 2022年第二季度，利息费用为640万美元，同比增长29%；上半年为1190万美元，同比增长22%[134] 融资数据 - 截至2022年6月30日的六个月内，公司发行240万股普通股，获得毛收入5930万美元，净收入5820万美元；发行1.027亿美元4.72%的A系列债券，获得净收入9870万美元；通过股息再投资计划（DRIP）筹集300万美元[144][145][146] 风险与前瞻性陈述 - 公司认为新冠疫情及其后果不会对运营产生重大不利影响[154] - 公司没有任何资产负债表外安排[155] - 前瞻性陈述基于公司对未来业绩的信念、假设和预期，实际结果可能与预期存在重大差异[156][157] - 可能导致实际结果与预期不同的重要因素包括房地产市场和经济状况变化、新冠疫情相关风险等[157][159] - 不应过度依赖前瞻性陈述，公司无义务公开更新或修订这些陈述[158] - 从去年年底到本季度报告日期，关于市场风险的定量和定性披露信息无重大变化[160]

UMH PROPERTIES, INC. UMH PROPERTIES, INC. Investor Presentation June 2022 Forward Looking Statements Statements contained in this presentation that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Also, when we use any of the words "anticipate," "assume," "believe," "estimate," "expect," "intend," or similar expressions, we are making forward-looking statemen ...

UMH PROPERTIES, INC. May 2022 UMH PROPERTIES, INC. Investor Presentation Forward Looking Statements Statements contained in this presentation that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Also, when we use any of the words "anticipate," "assume," "believe," "estimate," "expect," "intend," or similar expressions, we are making forward-looking statement ...

March 31, 2022 Supplemental Information UMH Properties, Inc. Juniper Business Plaza 3499 Route 9 North Freehold, NJ 07728 Website: www.umh.reit Email: ir@umh.com Phone: (732) 577-9997 | --- | --- | |-----------------------------------------------------------------------------|-------| | | Page | | Financial Highlights | 3 | | Consolidated Balance Sheets | 4 | | Consolidated Statements of Income (Loss) | 5 | | Consolidated Statements of Cash Flows | 6 | | Reconciliation of Net Income to Adjusted EBITDA and N ...

UMH Properties, Inc. (NYSE:UMH) Q1 2022 Earnings Conference Call May 5, 2022 10:00 AM ET Company Participants Nelli Madden - Vice President of Investor Relations Samuel Landy - President & Chief Executive Officer Anna Chew - Vice President & Chief Financial Officer Eugene Landy - Chairman Brett Taft - Vice President & Chief Operating Officer Daniel Landy - Vice President. Conference Call Participants Keegan Carl - Berenberg Rob Stevenson - Janney Craig Kucera - B. Riley Securities Brian Hollenden - Aegis Ca ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ___________ Commission File Number 001-12690 UMH PROPERTIES, INC. (Exact name of registrant as specified in its charter) Maryland 22-1890929 (State or other j ...

UMH Properties, Inc. (NYSE:UMH) Q4 2021 Earnings Conference Call February 25, 2022 10:00 AM ET Company Participants Nelli Madden - Vice President of Investor Relations Samuel Landy - President and Chief Executive Officer Anna Chew - Vice President and Chief Financial Officer Eugene Landy - Chairman Brett Taft - Vice President and Chief Operating Officer James Lykins - Vice President of Capital Markets Conference Call Participants Keegan Carl - Joh. Berenberg, Gossler & Co. KG. Craig Kucera - B. Riley Securi ...

December 31, 2021 Supplemental Information UMH Properties, Inc. Juniper Business Plaza 3499 Route 9 North Freehold, NJ 07728 Website: www.umh.reit Email: ir@umh.com Phone: (732) 577-9997 Table of Contents | --- | --- | |------------------------------------------------------------------------------|-------| | | Page | | Financial Highlights 3 | | | Consolidated Balance Sheets 4 | | | Consolidated Statements of Income (Loss) 5 | | | Consolidated Statements of Cash Flows 6 | | | Reconciliation of Net Income (L ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period ____________________ to _____________________ Commission File Number 001-12690 UMH Properties, Inc. (Exact name of registrant as specified in its charter) Maryland 22-1890929 (Stat ...