Cousins Properties (CUZ) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Speaker0Morning, ladies and gentlemen, and welcome to the Cousins Properties Second Quarter Conference Call. Question and answer session. This call is being recorded on Friday, 08/01/2025. I would now like to turn the conference over to Pamela Roper, General Counsel. Please go ahead.Speaker1Thank you. Good morning, and welcome to Cousins Properties' second quarter earnings conference call. With me today are Colin Connolly, our Presid ...

财务表现 - 2025年第二季度归属于单位持有者的净利润为2600万美元（每股0.12美元），而去年同期净亏损2000万美元（每股亏损0.10美元）[2] - 调整后EBITDA为5.91亿美元，同比增长12.8%（去年同期为5.24亿美元），主要受益于同店业绩提升及新收购业务贡献[3] - 工业板块调整后EBITDA达3.07亿美元，同比大增44.1%（去年同期2.13亿美元），主要得益于先进能源存储业务强劲表现及7100万美元税收返还[4] 业务板块运营 - 商业服务板块调整后EBITDA为2.05亿美元，同比增长12.6%（去年同期1.82亿美元），但经销商软件业务贡献下降[5] - 基础设施服务板块调整后EBITDA为1.09亿美元，同比下降30.6%（去年同期1.57亿美元），主要因2025年1月出售海上石油服务业务[6] - 企业及其他板块调整后EBITDA亏损3000万美元，较去年同期亏损2800万美元略有扩大[4] 战略举措 - 7月完成向Brookfield资产管理新基金出售三项业务部分权益，获得初始赎回价值约6.9亿美元的基金单位，较资产净值折让8.6%[8] - 7月签订协议以27亿美元私有化加拿大领先抵押贷款机构First National Financial，公司预计出资1.45亿美元获得11%股权[9] - 5月完成以13亿美元收购生命科学实验室耗材制造商Antylia Scientific，公司出资1.68亿美元获得26%股权[10] 资本管理 - 季度内斥资5600万美元回购220万股普通股，平均价格约25美元/股，年初至今累计回购650万股，总金额1.57亿美元[11] - 期末公司层面流动性达23亿美元，含22亿美元信贷额度可用资金，考虑已宣布交易后流动性将增至29亿美元[12] - 董事会宣布季度分红每股0.0625美元，将于2025年9月29日派发[13] 资产负债表 - 截至2025年6月30日总资产753.35亿美元，较2024年末754.74亿美元微降，其中现金及等价物33.29亿美元，金融资产116.58亿美元[21] - 公司借款11.16亿美元，较2024年末21.42亿美元显著减少，非追索权借款424.93亿美元[22] - 商业服务板块净收入2.53亿美元，基础设施服务板块净亏损1.73亿美元，工业板块净收入9500万美元[26]

Kite Realty Group Trust (KRG) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company ParticipantsBryan McCarthy - SVP - Corporate Marketing & CommunicationsJohn Kite - Chairman of the Board of Trustees & CEOHeath Fear - EVP & CFONick Joseph - Head - US Real Estate & Lodging Research TeamThomas McGowan - President & COODaniel Purpura - Senior Associate - Equity ResearchCooper Clark - VP - Equity ResearchFloris van Dijkum - MD & Equity ResearchHongliang Zhang - Vice PresidentConference Call ParticipantsTodd ...

Invitation Homes (INVH) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Speaker0Welcome to the Invitation Homes Second Quarter twenty twenty five Earnings Conference Call. All participants are in listen only mode at this time. As a reminder, this conference is being recorded. At this time, I would like to turn the conference over to Scott McLaughlin, Senior Vice President of Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning. I'm joined today from Invitation Homes with Dallas ...

Brookfield Infrastructure Partners (BIP) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsDavid Krant - CFO & Managing Partner - InfrastructureBrian Baker - Operating Partner - InfrastructureSam Pollock - CEOCherilyn Radbourne - MD - Equity ResearchDevin Dodge - Director - Equity ResearchDave Joynt - Managing Partner - InfrastructureMaurice Choy - Director - Canadian Energy InfrastructureFrederic Bastien - MD & Head of Industrial ResearchRobert Hope - MD - Equity ResearchConference Call P ...

Independence Realty Trust (IRT) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Thank you for standing by. My name is Bailey, and I will be your conference operator today. At this time, I would like to welcome everyone to the Independence Realty Trust Q2 twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Session. I will now turn the call over to Stephanie Creusen Kel ...

Whitestone REIT (WSR) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Greetings and welcome to the Whitestone REIT Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief 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, David Mordy, Director of Investor Relations.Thank you. You may begin.Speaker1Good morning, and thank y ...

业绩总结 - 2025年第二季度总收入为1.781亿美元，较2024年同期增长2.9%[38] - 2025年第二季度净收入为6960万美元，较2024年同期增长78.0%[38] - 2025年第二季度调整后的每股基金运营收益(FFO)为1.26美元，较2024年同期增长3.3%[38] - 2025年上半年总收入为3.531亿美元，较2024年同期增长3.8%[41] - 2025年上半年净收入为1.294亿美元，较2024年同期增长35.2%[41] 投资与支出 - 2025年第二季度投资支出为4860万美元，年初至今总投资支出为8630万美元[28] - 2025年投资支出指导范围为2亿至3亿美元[29] - 2025年修订后的处置收益指导范围为1.3亿至1.45亿美元，之前为8000万至1.2亿美元[48] 财务健康 - 2025年第二季度的固定费用覆盖率为3.3倍，债务服务覆盖率为3.9倍[43] - 截至2025年6月30日，总债务为28亿美元，固定利率债务占24亿美元，整体加权平均利率为4.3%[46]

Community Healthcare Trust (CHCT) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Speaker0Good day, everyone, and welcome to Community Healthcare Trust twenty twenty five Second Quarter Earnings Release Conference Call. On the call today, the company will discuss its twenty twenty five second quarter financial results. We'll also discuss progress made in various aspects of its business. Following the remarks, the phone lines will be opened for a question and answer session. The company's earnings release wa ...

LXP Industrial Trust (LXP) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Company ParticipantsHeather Gentry - EVP - IRWilson Eglin - Chairman, Chief Executive Officer and PresidentNathan Brunner - EVP, CFO & TreasurerAnthony Paolone - Executive DirectorJames Dudley - Executive Vice President and Director-Asset ManagementBrendan Mullinix - EVP & Chief Investment OfficerVince Tibone - Managing Director and Head of US Industrial & Mall ResearchNone - ExecutiveMitch Germain - MD - Real Estate ResearchJames Ka ...