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Mar 31, 2021

EastGroup Q1 2021 Earnings Report

EastGroup's Q1 2021 earnings were announced, revealing significant growth and exceeding expectations, driven by a strong performance in their Sunbelt market portfolio.

Key Takeaways

EastGroup Properties reported a strong first quarter in 2021, with net income attributable to common stockholders increasing to $0.69 per diluted share from $0.60 in the same period last year. Funds from Operations (FFO) also saw a significant rise, reaching $1.45 per share compared to $1.31, marking a 10.7% increase. The company experienced notable growth in same property net operating income and maintained high occupancy rates.

Net income attributable to common stockholders increased to $0.69 per diluted share, up from $0.60 in Q1 2020.

Funds from Operations (FFO) rose by 10.7% to $1.45 per share, compared to $1.31 in the previous year.

Same Property Net Operating Income, excluding income from lease terminations, increased by 5.9% on a cash basis and 6.3% on a straight-line basis.

The company maintained high occupancy rates, with 98.3% leased and 97.2% occupied as of March 31, 2021.

Total Revenue
$97.9M
Previous year: $88.6M
+10.5%
EPS
$1.45
Previous year: $1.31
+10.7%
Occupancy
97.2%
Previous year: 96.7%
+0.5%
Leased
98.3%
Previous year: 97.3%
+1.0%
Gross Profit
$70.1M
Previous year: $62.8M
+11.6%
Cash and Equivalents
$68K
Previous year: $671K
-89.9%
Total Assets
$2.76B
Previous year: $2.6B
+5.8%

EastGroup

EastGroup

Forward Guidance

EastGroup Properties provided its EPS and FFO per share outlook for 2021, with EPS estimated to be in the range of $2.53 to $2.63 and FFO per share estimated to be in the range of $5.74 to $5.84.

Positive Outlook

  • FFO per share is projected to increase 7.6% over the prior year.
  • The company anticipates development starts of 2.1 million square feet.
  • The company is planning value-add property acquisitions with a projected total investment of $35 million.
  • Unsecured debt closing in the period is expected to be $250 million at a 2.58% weighted average interest rate.
  • Common stock issuances are projected to reach $140 million.

Challenges Ahead

  • Reserves for uncollectible rent are estimated at $1.1 million.
  • Operating property dispositions are projected at $60 million.
  • General and administrative expenses are expected to be $17.8 million.
  • Projections are based on management's current beliefs and assumptions, and are subject to risks and uncertainties.
  • Potential gains on dispositions are not included in the projections.