Mar 31, 2023

Acadia Q1 2023 Earnings Report

Reported operating results for the quarter ended March 31, 2023.

Key Takeaways

Acadia Realty Trust reported a strong first quarter, driven by internal growth, particularly within its Street portfolio. The company saw an increase in same-property NOI of 7.0% and generated GAAP and cash leasing spreads of 22.3% and 9.9%, respectively. Acadia also updated its annual 2023 guidance, increasing net earnings per share and NAREIT FFO per share.

NAREIT FFO and FFO Before Special Items per share were $0.40.

Same-property NOI increased by 7.0% within the Core Portfolio, driven by its Street portfolio.

GAAP and cash leasing spreads were 22.3% and 9.9%, respectively, on new and renewal leases.

The Core Portfolio was 94.6% leased and 92.8% occupied as of March 31, 2023.

Total Revenue
$80.7M
Previous year: $79.5M
+1.6%
EPS
$0.4
Previous year: $0.33
+21.2%
Same Property NOI Growth
7%
Previous year: 9.7%
-27.8%
Occupancy Rate
92.8%
Leased Rate
94.6%
Previous year: 94.1%
+0.5%
Gross Profit
$55.2M
Previous year: $56.9M
-2.9%
Cash and Equivalents
$17.1M
Previous year: $36.2M
-52.6%
Total Assets
$4.19B
Previous year: $4.5B
-6.7%

Acadia

Acadia

Forward Guidance

The Company increased its annual 2023 guidance as follows:

Positive Outlook

  • Net earnings per share to $0.16 - $0.23 from $0.14 - $0.23
  • NAREIT FFO per share to $1.19 - $1.26 from $1.17 - $1.26
  • FFO Before Special Items per share to $1.19 - $1.26 from $1.17 - $1.26