业绩总结 - 2025年第三季度每股FFOPS调整后为0.69美元，同比增长6.2%[12] - 同物业现金净营业收入（NOI）同比增长4.6%[14] - 2025年更新的FFOPS指导中位数为2.70美元，较2024年增长5.1%[30] - 2025年资本承诺更新为2.25亿至2.75亿美元[30] - 2025年租金续约的现金租金变化为7.5%[18] - 2025年FFOPS预计将增加近0.5美分，2026年预计将增加近2美分[58] - 2023年每股FFO为2.36美元，预计2025年将增长至2.70美元[104] - 2022年净收入为178,822千美元，2023年净收入为143,942千美元，下降了19.5%[160] 用户数据 - 国防/IT投资组合的出租率为95.4%，连续11个季度超过94%[12] - 2025年到期的1.7百万平方英尺租约中，约80%为美国政府安全全楼租约[87] - 预计到2026年底将续租95%以上的大型租约[90] - 截至2025年9月30日，总投资组合的出租率为93.9%，较2024年9月30日的93.1%上升了0.8个百分点[144] - 截至2025年9月30日，合并投资组合的出租率为92.6%，较2024年9月30日的91.6%上升了1个百分点[144] 市场扩张与并购 - 2025年收购Stonegate I的总投资为4500万美元[15] - 收购价格为4020万美元，预计未来6年内将进行建筑资本投资[54] - 总投资为4500万美元，100%租赁给美国前20大国防承包商[52] - 截至2025年9月30日，总投资组合的物业数量为204，较2024年9月30日的202增加了2个[144] - 目前有3.11亿美元的在建项目，其中812,000平方英尺的空间已租赁68%[103] 未来展望 - 2025年同物业现金NOI变化预计为3.75%至4.25%[30] - 预计2023年至2026年间，每股FFO将以超过4%的复合年增长率增长[103] - 从2019年至2025年，FFOPS的年复合增长率预计为4.9%[101] - 公司在国防预算方面的预算增加和两党支持预计将继续推动现有和新开发空间的需求[103] 负面信息 - 2022年房地产销售损失为47,814千美元，2023年为49,392千美元，损失增加约3.3%[160] - 2023年12月31日的净收入为34,820千美元，较2022年下降33.2%[162] - 2023年12月31日的房地产销售收益为0，较2022年下降100%[162] 其他新策略与有价值的信息 - 公司当前的FFO倍数为10.2倍[101] - 公司的保守杠杆结构和良好的债务到期安排为投资提供了充足的流动性[103] - 约130万平方英尺的开发租赁管道和约100万平方英尺的潜在机会正在进行中[103] - 截至2025年9月30日，净债务与调整后账面价值的比率为净债务除以调整后账面价值[145]

Healthcare Realty Trust (HR) came out with quarterly funds from operations (FFO) of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to FFO of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +2.50%. A quarter ago, it was expected that this medical office building real estate investment trust would post FFO of $0.4 per share when it actually produced FFO of $0.41, delivering a surprise of ...

Alexander & Baldwin Holdings, Inc. (ALEX) came out with quarterly funds from operations (FFO) of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +3.57%. A quarter ago, it was expected that this company would post FFO of $0.39 per share when it actually produced FFO of $0.48, delivering a surprise of +23.08%.Over the last four qua ...

Gaming and Leisure Properties (GLPI) came out with quarterly funds from operations (FFO) of $0.97 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to FFO of $0.95 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +1.04%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.96 per share when it actually produced FFO of $0.96, delivering no surprise.Over the last fo ...

Park Hotels & Resorts (PK) came out with quarterly funds from operations (FFO) of $0.35 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to FFO of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -10.26%. A quarter ago, it was expected that this company would post FFO of $0.57 per share when it actually produced FFO of $0.64, delivering a surprise of +12.28%.Over the last four quarters, the com ...

VICI Properties Inc. (VICI) came out with quarterly funds from operations (FFO) of $0.6 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to FFO of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +1.69%. A quarter ago, it was expected that this company would post FFO of $0.6 per share when it actually produced FFO of $0.6, delivering no surprise.Over the last four quarters, the company has surp ...

NASHVILLE, Tenn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE:HR) today announced results for the third quarter ended September 30, 2025. THIRD QUARTER 2025 HIGHLIGHTS GAAP Net Loss of $(0.17) per share, NAREIT FFO of $0.34 per share, Normalized FFO of $0.41 per share, and FAD of $116.9 million (payout ratio of 73%)Same store cash NOI growth of +5.4% was driven by 90 basis points of occupancy increase and tenant retention of 88.6% with +3.9% cash leasing spreadsIncreased 202 ...

Key Takeaways Ventas reported Q3 normalized FFO of $0.88 per share, up 10% year over year.Revenues rose 20.4% to $1.49 billion, surpassing the consensus estimate.Same-store cash NOI grew 7.8%, led by 15.9% growth in the senior housing portfolio.Ventas, Inc. (VTR) reported third-quarter 2025 normalized funds from operations (FFO) per share of 88 cents, beating the Zacks Consensus Estimate of 87 cents. The reported figure increased 10% from the prior-year quarter’s tally.Results reflect an increase in same-st ...

Key Takeaways Equinix's Q3 AFFO per share of $9.83 beat estimates and rose 8.6% year over year.Higher recurring revenues fueled results, led by digital infrastructure demand.Equinix lifted its 2025 AFFO per share outlook to $37.95-$38.77, reflecting 8-11% annual growth.Equinix Inc.’s (EQIX) third-quarter 2025 adjusted funds from operations (AFFO) per share of $9.83 beat the Zacks Consensus Estimate of $9.26. Moreover, the figure improved 8.6% from the prior-year quarter.Results reflect higher recurring reve ...

Key Takeaways AvalonBay posted Q3 core FFO of $2.75, missing estimates but slightly above last year's $2.74.Quarterly revenues rose 4.4% year over year to $766.8 million, also missing consensus expectations.AVB cut its 2025 FFO and NOI growth outlooks after higher expenses and modest occupancy gains.AvalonBay Communities (AVB) reported third-quarter 2025 core funds from operations (FFO) per share of $2.75, missing the Zacks Consensus Estimate of $2.81. However, the figure increased marginally from the prior ...