Jun 30, 2023

Acadia Q2 2023 Earnings Report

Acadia Realty Trust reported strong second-quarter operating results, driven by internal growth within its Core Portfolio and exceeding expectations in leasing and collections.

Key Takeaways

Acadia Realty Trust reported net earnings per share of $0.09, NAREIT FFO per share of $0.37 and FFO Before Special Items per share of $0.36 for the quarter ended June 30, 2023. The company's same-property NOI increased by 5.0%.

Generated an increase in same-property NOI of 5.0% within its Core Portfolio.

Recognized a $7.8 million gain from the termination of the Bed Bath and Beyond below-market lease.

Core Portfolio was 95.2% leased and 92.2% occupied as of June 30, 2023.

Increased annual 2023 guidance to reflect continued strong leasing, better than anticipated collections and a one-time gain.

Total Revenue
$88.1M
Previous year: $80.6M
+9.4%
EPS
$0.36
Previous year: $0.32
+12.5%
Same Property NOI Growth
5%
Previous year: 4.8%
+4.2%
Occupancy Rate
92.2%
Previous year: 90.5%
+1.9%
Leased Rate
95.2%
Previous year: 94.1%
+1.2%
Gross Profit
$64.4M
Previous year: $59.1M
+9.0%
Cash and Equivalents
$17.2M
Previous year: $23.9M
-28.1%
Total Assets
$4.2B
Previous year: $4.44B
-5.3%

Acadia

Acadia

Forward Guidance

The Company updated and increased its annual 2023 guidance as follows:

Positive Outlook

  • Net earnings per share increased to $0.25 to $0.33 from $0.16 to $0.23
  • NAREIT FFO per share increased to $1.28 to $1.36 from $1.19 to $1.26
  • FFO Before Special Items per share increased to $1.26 to $1.34 from $1.19 to $1.26
  • Increase to prior guidance due to continued strong leasing and better than anticipated collections 0.02 to 0.03
  • Incremental portion of gain from BBBY lease termination 0.05 to 0.05