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Jun 30, 2022

Kimco Q2 2022 Earnings Report

Kimco Realty reported mixed results for Q2 2022, marked by a net loss but strong operating performance.

Key Takeaways

Kimco Realty reported a net loss of $125.8 million for Q2 2022, or ($0.21) per diluted share, compared to a net income of $110.3 million, or $0.25 per diluted share, for Q2 2021. The decline was primarily due to a $285.8 million mark-to-market reduction on marketable securities. However, the company's operating results were solid, with pro-rata portfolio occupancy reaching 95.1% and Same-Property Net Operating Income increasing by 3.4%.

FFO of $0.40 per diluted share, a 17.6% increase year-over-year.

Pro-rata portfolio occupancy increased to 95.1%, up 40 basis points sequentially and 120 basis points year-over-year.

Pro-rata small shop occupancy increased 370 basis points year-over-year, the largest increase in over 10 years.

Generated pro-rata leasing spreads of 16.6% for new leases on comparable spaces.

Same-Property Net Operating Income increased 3.4% year-over-year.

Total Revenue
$427M
Previous year: $289M
+47.8%
EPS
$0.4
Previous year: $0.34
+17.6%
Same-Property NOI Growth
3.4%
Previous year: 16.7%
-79.6%
Pro-Rata Anchor Occupancy
97.6%
Previous year: 96.9%
+0.7%
Portfolio Occupancy
95.1%
Previous year: 93.9%
+1.3%
Cash and Equivalents
$297M
Previous year: $230M
+29.0%

Kimco

Kimco

Kimco Revenue by Segment

Forward Guidance

Kimco Realty revised its full-year guidance ranges. Net income available to common shareholders is now projected to be $0.48 to $0.52 per diluted share, while FFO is projected to be $1.54 to $1.57 per diluted share.