Sep 30, 2021

Brixmor Q3 2021 Earnings Report

Brixmor's operating results were announced for Q3 2021, featuring increased leased occupancy and same property NOI.

Key Takeaways

Brixmor Property Group reported strong Q3 2021 results, with key highlights including significant leasing activity, increased occupancy rates, and a substantial rise in same property NOI. The company also updated its full-year NAREIT FFO and same property NOI growth expectations upward.

Executed 1.7 million square feet of new and renewal leases, with rent spreads on comparable space of 12.3%.

Increased total leased occupancy to 91.5%, anchor leased occupancy to 94.2%, and small shop leased occupancy to 85.7%.

Reported an increase in same property NOI of 14.5%.

Stabilized $52.5 million of reinvestment projects at an average incremental NOI yield of 10%.

Total Revenue
$290M
Previous year: $254M
+14.3%
EPS
$0.39
Previous year: $0.36
+8.3%
Percent Leased
91.5%
Previous year: 91.2%
+0.3%
Percent Billed
97%
Previous year: 88.2%
+10.0%
Gross Profit
$218M
Previous year: $187M
+16.4%
Cash and Equivalents
$397M
Previous year: $610M
-34.9%
Total Assets
$8.35B
Previous year: $8.64B
-3.3%

Brixmor

Brixmor

Forward Guidance

The Company has updated its previously provided NAREIT FFO per diluted share expectations for 2021 to $1.72 - $1.75 from $1.70 - $1.76 and same property NOI growth expectations for 2021 to 7.5% - 8.5% from 4.5% - 6.0%.