Mar 31, 2022

Alexandria Q1 2022 Earnings Report

Alexandria's financial performance for Q1 2022 was marked by a net loss per share of $0.96 and an FFO per share, as adjusted, of $2.05.

Key Takeaways

Alexandria Real Estate Equities reported a net loss per share of $0.96 and FFO per share, as adjusted, of $2.05 for the first quarter of 2022. The company continued to experience strong leasing volume and internal growth.

Total revenues reached $615.1 million, a 28.2% increase year-over-year.

The company executed long-term leases, including 426,927 RSF with Bristol-Myers Squibb and 333,929 RSF with Eli Lilly and Company.

Net operating income (cash basis) annualized reached $1.5 billion, up 24.9% compared to 1Q21 annualized.

Liquidity stood at $5.7 billion as of March 31, 2022.

Total Revenue
$615M
Previous year: $480M
+28.2%
EPS
$2.05
Previous year: $1.91
+7.3%
Gross Profit
$434M
Previous year: $342M
+26.8%
Cash and Equivalents
$775M
Previous year: $492M
+57.5%
Total Assets
$32.8B
Previous year: $25.2B
+30.2%

Alexandria

Alexandria

Forward Guidance

The following updated guidance is based on our current view of existing market conditions and assumptions for the year ending December 31, 2022.

Positive Outlook

  • Same property net operating income increases 5.9% to 7.9%
  • Straight-line rent revenue $154 to $164 million
  • Common equity $2,250 to $3,250 million
  • Construction $2,700 to $3,200 million
  • Acquisitions $2,500 to $3,500 million

Challenges Ahead

  • Net cash provided by operating activities after dividends $275 to $325 million
  • Incremental debt 1,375 to $525 million
  • Dispositions and sales of partial interest $1,300 to $2,600 million
  • Occupancy percentage in North America as of December 31, 2022 95.2% to 95.8%
  • Interest expense $90 to $100 million