Dec 31, 2023

Brixmor Q4 2023 Earnings Report

Brixmor Property Group's operating results were announced for Q4 and Full Year 2023, achieving record total and small shop leased occupancy.

Key Takeaways

Brixmor Property Group reported Q4 2023 results, featuring a net income of $0.24 per diluted share and Nareit FFO of $0.51 per diluted share. The company achieved record total and small shop leased occupancy, executed 1.7 million square feet of new and renewal leases with significant rent spreads, and increased same property NOI by 3.1%.

Executed 1.7 million square feet of new and renewal leases, with rent spreads on comparable space of 19.6%.

Total leased occupancy increased to a record 94.7%, with anchor leased occupancy at 96.8% and small shop leased occupancy at a record 90.3%.

Same property NOI increased by 3.1%.

Nareit FFO was reported at $154.7 million, or $0.51 per diluted share.

Total Revenue
$316M
Previous year: $309M
+2.6%
EPS
$0.51
Previous year: $0.49
+4.1%
Percent Leased
94.7%
Previous year: 93.9%
+0.9%
Percent Billed
90.6%
Previous year: 90.3%
+0.3%
Gross Profit
$144M
Previous year: $227M
-36.6%
Cash and Equivalents
$18.9M
Previous year: $16.5M
+14.6%
Free Cash Flow
$44.6M
Total Assets
$8.33B
Previous year: $8.44B
-1.2%

Brixmor

Brixmor

Forward Guidance

The Company expects 2024 NAREIT FFO per diluted share of $2.06 - $2.10 and same property NOI growth of 2.50% - 3.50%.

Positive Outlook

  • Contribution from base rent of 350 - 400 basis points

Challenges Ahead

  • Detraction from revenues deemed uncollectible of (100) - (50) basis points (this equates to 110 - 75 basis points of total expected revenues in 2024)