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Mar 31, 2023

Kimco Q1 2023 Earnings Report

Kimco Realty's first quarter results for 2023 were announced, showcasing strong leasing volume, growth in occupancy and leasing spreads, and lowered leverage.

Key Takeaways

Kimco Realty reported solid first-quarter results, driven by strong leasing performance and the monetization of its Albertsons investment. Pro-rata portfolio occupancy increased, and the company generated significant cash rent spreads. Net income was $283.5 million, or $0.46 per diluted share, and FFO was $238.1 million, or $0.39 per diluted share.

Reported FFO of $0.39 per diluted share.

Leased a total of 4.5 million square feet, including 3.7 million square feet of renewals and option exercises.

Increased pro-rata portfolio occupancy 110 basis points year-over-year to 95.8%.

Generated pro-rata cash rent spreads of 44.0% for new leases on comparable spaces.

Total Revenue
$443M
Previous year: $427M
+3.7%
EPS
$0.39
Previous year: $0.39
+0.0%
Same-Property NOI Growth
1.4%
Previous year: 8.9%
-84.3%
Pro-Rata Anchor Occupancy
97.8%
Previous year: 97.3%
+0.5%
Portfolio Occupancy
95.8%
Cash and Equivalents
$329M
Previous year: $370M
-11.1%
Total Assets
$18B

Kimco

Kimco

Kimco Revenue by Segment

Forward Guidance

Kimco Realty revised its assumption for lease termination income for the full year 2023, updating the full-year guidance ranges for net income and FFO.