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Mar 31, 2024

Armada Hoffler Q1 2024 Earnings Report

Reported a net income of $0.17 per diluted share and normalized FFO of $0.33 per diluted share, highlighting multifamily same store NOI growth and positive renewal spreads on commercial leases.

Key Takeaways

Armada Hoffler Properties reported a strong start to 2024 with a net income of $14.8 million, or $0.17 per diluted share, and Normalized FFO of $29.4 million, or $0.33 per diluted share. The company maintained its full-year Normalized FFO guidance range of $1.21 to $1.27 per diluted share. Robust operating metrics included a 95% portfolio occupancy and positive releasing spreads.

Net income attributable to common stockholders and OP Unit holders was $14.8 million, or $0.17 per diluted share.

Funds from operations (FFO) attributable to common stockholders and OP Unit holders was $35.0 million, or $0.40 per diluted share.

Normalized funds from operations (Normalized FFO) attributable to common stockholders and OP Unit holders was $29.4 million, or $0.33 per diluted share.

Maintained 2024 full-year Normalized FFO guidance range of $1.21 to $1.27 per diluted share.

Total Revenue
$193M
Previous year: $56.2M
+244.2%
EPS
$0.33
Previous year: $0.3
+10.0%
Gross Profit
$4.08M
Previous year: $44.6M
-90.9%
Cash and Equivalents
$41.9M
Previous year: $33.8M
+24.0%
Total Assets
$2.6B
Previous year: $2.23B
+16.5%

Armada Hoffler

Armada Hoffler

Armada Hoffler Revenue by Segment

Forward Guidance

The Company maintained its 2024 full-year Normalized FFO guidance range at the Company's previous guidance range of $1.21 to $1.27 per diluted share.

Positive Outlook

  • No material capital market activity in FY24
  • Asset disposition in 4Q24
  • Southern Post delivery schedule updated
  • Anticipated realization of a real estate financing investment in FY24

Revenue & Expenses

Visualization of income flow from segment revenue to net income