Dec 31, 2022

Acadia Q4 2022 Earnings Report

Acadia reported mixed results for Q4 2022, with positive same-property NOI growth offset by unrealized losses on Albertsons investment.

Key Takeaways

Acadia Realty Trust reported a net income of $3.8 million, or $0.04 per share, for the quarter ended December 31, 2022. The company experienced a 5.7% increase in Core Portfolio same-property NOI. The results were impacted by a $6.8 million loss from the unrealized mark-to-market holding loss on its investment in Albertsons.

NAREIT FFO per share was $0.21 and FFO Before Special Items per share was $0.27.

Core Portfolio same-property NOI increased by 5.7%.

Leased and occupied rates increased to 94.9% and 92.7%, respectively.

Completed a disposition within its Core Portfolio of an Urban asset for $26.4 million, generating a $7.4 million gain.

Total Revenue
$79.3M
Previous year: $77.5M
+2.3%
EPS
$0.27
Previous year: $0.29
-6.9%
Same Property NOI Growth
5.7%
Previous year: 3.2%
+78.1%
Occupancy Rate
92.7%
Leased Rate
94.9%
Previous year: 93.2%
+1.8%
Gross Profit
$54M
Previous year: $53.2M
+1.5%
Cash and Equivalents
$17.2M
Previous year: $17.7M
-3.3%
Total Assets
$4.3B
Previous year: $4.26B
+1.0%

Acadia

Acadia

Forward Guidance

Acadia provided 2023 guidance for earnings per diluted share of $0.14 to $0.23 and FFO before Special Items per diluted share of $1.17 to $1.26 and same-property NOI growth, excluding redevelopments of 5% to 6%.

Positive Outlook

  • Earnings per diluted share of $0.14 to $0.23
  • FFO before Special Items per diluted share of $1.17 to $1.26
  • Same-property NOI growth, excluding redevelopments of 5% to 6%