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Mar 31, 2020

First Industrial Q1 2020 Earnings Report

First Industrial reported strong first quarter results and portfolio performance, reflecting pre-COVID-19 economic and industry conditions. The company collected 97% of March billings and 93% of April billings to date and issued revised guidance related to the business impact of the COVID-19 pandemic.

Key Takeaways

First Industrial Realty Trust reported a strong first quarter with EPS of $0.32 compared to $0.19 a year ago. FFO was $0.45 per share/unit on a diluted basis, compared to $0.41 per share/unit a year ago. The company placed in service the Ferrero build-to-suit development in Phoenix and acquired Nottingham Ridge Logistics Center in Baltimore.

Occupancy of 97.1%; Cash Same Store NOI Grew 8.4%; Cash Rental Rates Were Up 10.8%.

Collected 97% of March Billings and 93% of April Billings To-Date.

Issued Revised Guidance Related to Business Impact of COVID-19 Pandemic.

Placed in Service Ferrero Build-to-Suit Development at PV303 in Phoenix; $53.0 Million Total Investment.

Total Revenue
$110M
Previous year: $105M
+5.5%
EPS
$0.45
Previous year: $0.41
+9.8%
In-service occupancy
97.1%
Previous year: 97.3%
-0.2%
Gross Profit
$81.3M
Previous year: $74.4M
+9.3%
Cash and Equivalents
$129M
Previous year: $20.4M
+532.2%
Total Assets
$3.66B
Previous year: $3.18B
+15.2%

First Industrial

First Industrial

Forward Guidance

The COVID-19 pandemic has caused a pause in our nation’s economic activity including that of some of our tenants. While our sector may benefit from widespread and accelerated adoption of e-commerce and increasing inventories, we are reducing our 2020 guidance to reflect a reserve for potential tenant defaults and slightly lower occupancy.