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Dec 31, 2023

Armada Hoffler Q4 2023 Earnings Report

Armada Hoffler reported a net loss for Q4 2023 and announced a 5% increase in the quarterly cash dividend.

Key Takeaways

Armada Hoffler Properties, Inc. reported a net loss attributable to common stockholders of $23.9 million, or $0.27 per diluted share, for the fourth quarter of 2023. Normalized FFO was $0.31 per diluted share. The company announced a 5% increase in the quarterly cash dividend on common stock.

Net loss attributable to common stockholders was $23.9 million, or $0.27 per diluted share.

Normalized FFO was $0.31 per diluted share.

The Board of Directors declared a cash dividend of $0.205 per common share, representing a 5% increase over the prior quarter's dividend.

Property segment net operating income was $39.3 million, a 4.2% increase compared to Q4 2022.

Total Revenue
$191M
Previous year: $55.7M
+243.0%
EPS
$0.31
Previous year: $0.35
-11.4%
Gross Profit
$11.5M
Previous year: $39.9M
-71.1%
Cash and Equivalents
$30.2M
Previous year: $48.1M
-37.3%
Total Assets
$2.56B
Previous year: $2.24B
+14.3%

Armada Hoffler

Armada Hoffler

Forward Guidance

The Company is introducing its 2024 full-year Normalized FFO guidance in the range of $1.21 to $1.27 per diluted share.

Positive Outlook

  • Southern Post and T. Rowe Price Global HQ stabilized 4Q24
  • Allied | Harbor Point delivered 3Q24 with 18-month lease-up to stabilization
  • Opportunistic sale of common stock through the ATM program
  • Begin funding new real estate financing project in the second half of 2024
  • Construction gross profit consistent with 2023, resulting in profit recognition concentrated more in the first half of 2024