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Mar 31, 2021

Armada Hoffler Q1 2021 Earnings Report

Reported first quarter results with net income of $0.04 per diluted share and reaffirmed 2021 full-year normalized FFO guidance of $0.98 to $1.02 per diluted share.

Key Takeaways

Armada Hoffler Properties reported a decrease in net income to $3.1 million, or $0.04 per diluted share, compared to $8.2 million, or $0.11 per diluted share, for the three months ended March 31, 2020. Normalized FFO was $20.6 million, or $0.26 per diluted share, compared to $24.7 million, or $0.32 per diluted share, for the three months ended March 31, 2020. The company reaffirmed its 2021 full-year Normalized FFO guidance of $0.98 to $1.02 per diluted share and increased its cash dividend on common shares for the second consecutive quarter.

Net income attributable to common stockholders and OP Unit holders of $3.1 million, or $0.04 per diluted share.

Funds from operations attributable to common stockholders and OP Unit holders (FFO) of $20.8 million, or $0.26 per diluted share.

Normalized funds from operations attributable to common stockholders and OP Unit holders (Normalized FFO) of $20.6 million, or $0.26 per diluted share.

Reaffirmed 2021 full-year Normalized FFO guidance of $0.98 to $1.02 per diluted share.

Total Revenue
$45.7M
Previous year: $42.3M
+8.2%
EPS
$0.26
Previous year: $0.32
-18.8%
Core Operating Property Portfolio Occupancy
94%
Previous year: 95.6%
-1.7%
Gross Profit
$30.9M
Cash and Equivalents
$24.8M
Previous year: $48.1M
-48.5%
Total Assets
$1.93B
Previous year: $1.85B
+4.8%

Armada Hoffler

Armada Hoffler

Armada Hoffler Revenue by Segment

Forward Guidance

The Company issued updated 2021 full-year Normalized FFO guidance in the range to $0.98 to $1.02 per diluted share.

Positive Outlook

  • New $23M preferred equity mezzanine loan for Solis Nexton, which closed in April
  • Interest Expense based on Forward LIBOR Curve, which forecasts rates ending the year at 0.19%
  • Opportunistic sale of common stock through the ATM program, resulting in a full year weighted average share count of 82.2M

Revenue & Expenses

Visualization of income flow from segment revenue to net income