Sep 30, 2022

Brixmor Q3 2022 Earnings Report

Continued strength in leasing drove record total and small shop leased occupancy.

Key Takeaways

Brixmor Property Group reported strong Q3 2022 results, driven by continued strength in leasing. The company achieved record total and small shop leased occupancy, with total leased occupancy reaching 93.3% and small shop leased occupancy reaching 88.8%.

Executed 1.7 million square feet of new and renewal leases, with rent spreads on comparable space of 14.2%, including 0.7 million square feet of new leases, with rent spreads on comparable space of 32.2%

Sequentially increased total leased occupancy to a record 93.3%, anchor leased occupancy to 95.4%, and small shop leased occupancy to a record 88.8%

Reported an increase in same property NOI of 3.6%

Stabilized $45.9 million of reinvestment projects at an average incremental NOI yield of 8%, with the in process reinvestment pipeline totaling $400.3 million at an expected average incremental NOI yield of 9%

Total Revenue
$305M
Previous year: $290M
+5.0%
EPS
$0.49
Previous year: $0.39
+25.6%
Percent Leased
93.3%
Previous year: 91.5%
+2.0%
Percent Billed
89.7%
Previous year: 97%
-7.5%
Gross Profit
$227M
Previous year: $218M
+4.4%
Cash and Equivalents
$23.6M
Previous year: $397M
-94.1%
Total Assets
$8.49B
Previous year: $8.35B
+1.6%

Brixmor

Brixmor

Forward Guidance

The Company has updated its previously provided NAREIT FFO per diluted share expectations for 2022 to $1.94 - $1.97 from $1.93 - $1.97 and affirmed its previously provided same property NOI growth expectations of 5.5% - 6.0%.