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Mar 31, 2024

Broadstone Net Lease Q1 2024 Earnings Report

Announced operating results for the quarter ended March 31, 2024.

Key Takeaways

Broadstone Net Lease reported a strong first quarter in 2024, marked by strategic investment and disposition activities. The company invested $40.1 million and sold 39 properties for $274.0 million, achieving a net income of $68.2 million, or $0.35 per share, and an AFFO of $70.9 million, or $0.36 per share. With a focus on healthcare portfolio simplification and a resilient balance sheet, Broadstone Net Lease is positioned for sustainable growth.

Invested $40.1 million in the first quarter, including development fundings and revenue-generating capital expenditures.

Sold 39 properties for gross proceeds of $274.0 million as part of the healthcare portfolio simplification strategy.

Generated net income of $68.2 million, or $0.35 per share, and AFFO of $70.9 million, or $0.36 per share.

Portfolio was 99.2% leased, with 99.0% of base rents collected for the first quarter.

Total Revenue
$105M
Previous year: $119M
-11.5%
EPS
$0.36
Previous year: $0.34
+5.9%
Rent Collection Rate
99%
Previous year: 100%
-1.0%
Leased Occupancy Rate
99.2%
Previous year: 99.4%
-0.2%
Investment Activity
$40.1M
Previous year: $20M
+100.5%
Gross Profit
$65.7M
Previous year: $113M
-41.9%
Cash and Equivalents
$222M
Previous year: $15.4M
+1338.7%
Free Cash Flow
$67.7M
Previous year: $58.8M
+15.2%
Total Assets
$5.27B
Previous year: $5.34B
-1.2%

Broadstone Net Lease

Broadstone Net Lease

Forward Guidance

BNL expects to report AFFO of between $1.41 and $1.43 per diluted share for 2024, revised upward to reflect the timing of redeployment from healthcare portfolio simplification strategy sales.

Positive Outlook

  • Investments in real estate properties between $350 million and $700 million.
  • Dispositions of real estate properties between $300 million and $500 million.
  • Total cash general and administrative expenses between $32 million and $34 million.