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Sep 30, 2024

Broadstone Net Lease Q3 2024 Earnings Report

Broadstone Net Lease reported operating results, invested in new properties and development fundings, and sold properties.

Key Takeaways

Broadstone Net Lease announced its Q3 2024 operating results, featuring investments of $93.9 million in new property acquisitions and development fundings. The company generated a net income of $37.3 million, or $0.19 per share, and an AFFO of $70.2 million, or $0.35 per share. The portfolio remained strong with 99.0% leased occupancy and 99.1% rent collection.

Invested $93.9 million, including $69.3 million in new property acquisitions and $24.6 million in development fundings.

Generated net income of $37.3 million, or $0.19 per share.

Generated adjusted funds from operations (AFFO) of $70.2 million, or $0.35 per share.

Collected 99.1% of base rents due for the third quarter for all properties under lease.

Total Revenue
$108M
Previous year: $110M
-1.0%
EPS
$0.35
Previous year: $0.36
-2.8%
Rent Collection Rate
99.1%
Previous year: 99.9%
-0.8%
Leased Occupancy Rate
99%
Previous year: 99.4%
-0.4%
Investment Activity
$93.9M
Previous year: $16.5M
+469.1%
Gross Profit
$63.4M
Previous year: $104M
-39.0%
Cash and Equivalents
$9M
Previous year: $35.1M
-74.3%
Free Cash Flow
$60.3M
Previous year: $68M
-11.4%
Total Assets
$5.26B
Previous year: $5.34B
-1.3%

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.

Positive Outlook

  • Investments in real estate properties between $400 million and $600 million.
  • Dispositions of real estate properties between $350 million and $450 million.
  • Total cash general and administrative expenses between $31 million and $33 million.