Net Income per Diluted Share of $10.02 for the Quarter, inclusive of Income from Discontinued Operations Core FFO per Share of $1.76 for the Quarter North America Same Property NOI for MH and RV Increased by 4.9% for the Quarter on a Year-over-Year Basis North America Same Property Adjusted Blended Occupancy for MH and RV of 99.0% Represents a 150 Basis Point Year-over-Year Increase Over $830 Million of Capital Return to Shareholders, inclusive of Special Cash Distributions and Share Repurchases ...

Key Takeaways REG's Q2 NAREIT FFO per share rose 9.4% to $1.16 Y/Y, beating the Zacks Consensus Estimate.Same-property NOI grew 7.4%, fueled by base rent growth and strong leasing.2025 NAREIT FFO per share guidance raised to $4.59-$4.63, above prior outlook $4.52-$4.58.Regency Centers Corporation (REG) reported second-quarter 2025 NAREIT funds from operations (FFO) per share of $1.16, outpacing the Zacks Consensus Estimate of $1.12. The figure increased 9.4% from the prior-year quarter.Results reflect healt ...

Key Takeaways ESS posted Q2 core FFO of $4.03 per share, beating estimates and up 2.3% year over year.Same-property revenues rose 3.2% and NOI climbed 3.3%, both above internal forecasts.ESS raised the full-year core FFO guidance midpoint to $15.91 per share, citing steady portfolio performance.Essex Property Trust Inc. (ESS) reported second-quarter 2025 core funds from operations (FFO) per share of $4.03, beating the Zacks Consensus Estimate of $3.99. The figure also improved 2.3% from the year-ago quarter ...

财务数据和关键指标变化 - 2025年第二季度总收入为2910万美元 若排除老年行为医院租户170万美元的利息应收款逆转 核心投资组合总收入为3070万美元 环比增长22% [14] - 物业运营费用环比减少50万美元至560万美元 主要由于第一季度季节性支出较高 [14] - 一般及行政费用为1060万美元 若排除590万美元的遣散及过渡相关费用 实际G&A费用为470万美元 环比减少40万美元 [14] - 利息费用环比增加24万美元至660万美元 主要由于第一季度末增加循环信贷额度用于1000万美元物业收购 [14] - 稀释后FFO为023美元 AFFO为1360万美元(稀释后050美元) 均受到一次性项目影响 [15] 各条业务线数据和关键指标变化 - 老年行为医院租户问题：已签署意向书将6家医院运营权出售给新运营商 正在协商新租约 相关应收票据及利息已全额计提870万美元减值准备 [7][13] - 入住率从909%微降至907% 但租赁活动保持活跃 有3处物业正在进行重大翻新或重建 [8][9] - 7月9日以2650万美元收购一家住院康复设施 签订新租约至2040年2月 预期年回报率94% [10] 各个市场数据和关键指标变化 - 已签署6处物业的最终购买协议 预计总投资146亿美元 预期回报率91%-975% 其中1处预计第四季度完成交割 其余5处将在2026-2027年完成 [10] - 第二季度完成约60万美元的小型资产处置 实现小额资本收益 [11] 公司战略和发展方向和行业竞争 - 资本回收策略：优先通过资产出售和循环信贷融资 避免在当前股价低位使用ATM增发 [11][19] - 新任资产管理部门高级副总裁Mark Kearns加入 拥有25年医疗地产经验 将重点提升核心投资组合表现 [5][52] - 目标在未来12-18个月内将入住率提高100个基点以上 [53] 管理层对经营环境和未来前景的评论 - 老年行为医院交易存在不确定性 但认为当前买家是最佳选择 备有其他潜在买家方案 [21][23] - 剩余两笔合计410万美元的应收票据租户表现正常 无还款问题 [35][37] - 租户观察名单保持15-20个名字 无前十大租户上榜 整体投资组合表现符合预期 [39] 其他重要信息 - 第二季度股息提高至04725美元/股 相当于年化189美元/股 自IPO以来连续每个季度提高股息 [11][12] 问答环节所有的提问和回答 关于收购资金安排 - 明确表示不会持续依赖循环信贷融资 正积极推进资本回收计划为未来收购提供资金 [19][20] - 杠杆水平将保持当前状态 仍有充足循环信贷额度可用 [31] 关于老年行为医院租户 - 新运营商在老年精神科领域经验丰富 财务实力雄厚 但租金条款仍在协商中 [44][46] - 物业维护状态良好 预计无需大量资本投入即可满足新租约要求 [26] - 对剩余应收票据回收持谨慎态度 不建议模型中加入显著回收预期 [47][48] 关于资产处置与收购 - 预计处置资产资本化率在75%-8%区间 [51] - 已签约的6处收购均为优质资产 无放弃收购计划 [49][50] 关于运营展望 - 目标通过加强租赁管理在未来12-18个月提升入住率100个基点以上 [52][53] - 2025年下半年有5%租约到期 2026年有12%到期 将重点管理续约风险 [52]

Boston Properties (BXP) came out with quarterly funds from operations (FFO) of $1.71 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to FFO of $1.77 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +2.40%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.65 per share when it actually produced FFO of $1.64, delivering a surprise of -0.61%.Over the last four q ...

Acadia Realty Trust (AKR) came out with quarterly funds from operations (FFO) of $0.32 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to FFO of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -3.03%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.33 per share when it actually produced FFO of $0.34, delivering a surprise of +3.03%.Over the last four ...

Pebblebrook Hotel (PEB) came out with quarterly funds from operations (FFO) of $0.65 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to FFO of $0.69 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +12.07%. A quarter ago, it was expected that this hotel investment company would post FFO of $0.13 per share when it actually produced FFO of $0.16, delivering a surprise of +23.08%.Over the last four qua ...

公司业绩表现 - 公司季度运营资金(FFO)为每股0.47美元 低于市场预期的0.49美元 同比去年同期的0.48美元下降2.08% [1] - 本季度FFO意外率为-4.08% 而上一季度为+2.08% [1] - 过去四个季度中 公司三次超过FFO预期 [2] - 季度收入达3764万美元 超出预期0.44% 同比去年2884万美元增长30.5% [2] 市场表现与展望 - 公司股价年初至今下跌12% 同期标普500指数上涨8.6% [3] - 当前市场预期下季度FFO为0.49美元 收入3793万美元 本财年FFO预期1.97美元 收入1.4959亿美元 [7] - 公司所属行业在Zacks行业排名中位列前34% 行业前50%表现优于后50%两倍以上 [8] 同业比较 - 同业公司Uniti Group预计季度每股收益0.42美元 同比增长23.5% 收入预期3.039亿美元 同比增长3% [9][10]

季度业绩表现 - 公司季度运营资金(FFO)为每股4.03美元 超出Zacks共识预期3.99美元 同比增长2.3%(3.94美元→4.03美元) [1] - 季度营收4.698亿美元 超出预期0.14% 同比增幅6.2%(4.4236亿→4.6983亿) [2] - 最近四个季度FFO和营收均四次超出市场预期 [1][2] 市场表现与评级 - 年初至今股价下跌0.8% 同期标普500指数上涨8.6% [3] - 当前Zacks评级为"买入"(2) 主要基于财报发布前积极的盈利预测修正趋势 [6] - 行业排名处于前33%分位 历史数据显示前50%行业表现优于后50%行业超2倍 [8] 未来展望 - 下季度FFO预期为每股3.98美元 对应营收4.7424亿美元 本财年FFO预期15.94美元对应营收18.8亿美元 [7] - 短期股价走势将取决于管理层在财报电话会中的前瞻指引 [3] - 盈利预测修正趋势与股价表现存在强相关性 投资者可追踪Zacks评级系统 [5] 同业比较 - 同业公司BRT Realty预计季度EPS为0.36美元 同比增长2.9% 营收预期2369万美元同比下降0.7% [9] - BRT Realty过去30天盈利预测保持稳定 尚未公布正式财报 [9]

FRANKLIN, Tenn., July 29, 2025 /PRNewswire/ -- Community Healthcare Trust Incorporated (NYSE: CHCT) (the "Company") today announced results for the three months ended June 30, 2025. The Company reported a net loss for the three months ended June 30, 2025 of approximately $12.6 million, or $0.50 per diluted common share. Funds from operations ("FFO") and adjusted funds from operations ("AFFO") for the three months ended June 30, 2025 totaled $0.23 and $0.50, respectively, per diluted common share.Items Impac ...