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Dec 31, 2024

Equity Residential Q4 2024 Earnings Report

Equity Residential reported solid results for Q4 2024, driven by revenue growth and strategic acquisitions and dispositions.

Key Takeaways

Equity Residential reported Q4 2024 results, with EPS at $1.10, FFO per share at $0.97, and Normalized FFO per share at $1.00. The company acquired three properties for $274.3 million and sold seven properties for $610.1 million during the quarter. They also increased the 2025 annual common share dividend by 2.6% to $2.77 per share.

Same store revenues increased by 2.4% compared to Q4 2023.

The company acquired three properties for approximately $274.3 million and sold seven properties for approximately $610.1 million during Q4 2024.

The Board of Trustees increased the 2025 annual common share dividend by 2.6% to $2.77 per share.

Full year 2025 guidance includes same store revenue growth expected to be between 2.25% and 3.25%.

Total Revenue
$767M
Previous year: $728M
+5.4%
EPS
$1
Previous year: $1
+0.0%
Physical Occupancy
96.1%
Previous year: 95.8%
+0.3%

Equity Residential

Equity Residential

Forward Guidance

The Company has established guidance ranges for the first quarter of 2025 EPS, FFO per share and Normalized FFO per share as listed below: Q1 2025 Guidance EPS $0.63 to $0.67 FFO per share $0.89 to $0.93 Normalized FFO per share $0.90 to $0.94

Positive Outlook

  • Residential same store NOI $(0.03 )
  • 2025 and 2024 transaction activity impact on NOI, net (0.02 )
  • Interest expense, net 0.01
  • Corporate overhead (0.03 )
  • Other items (0.01 )

Challenges Ahead

  • lower expected property sale gains
  • Residential same store NOI $(0.03 )
  • 2025 and 2024 transaction activity impact on NOI, net (0.02 )
  • Corporate overhead (0.03 )
  • Other items (0.01 )