Dec 31, 2024

MAA Q4 2024 Earnings Report

Expected Revenue:$552M
+1.4% YoY
Expected EPS:$1.04
54.8% YoY

Key Takeaways

MAA reported fourth quarter results, with Same Store Portfolio revenue decreasing 0.2% compared to the same period in the prior year. The company acquired a newly built multifamily community in Dallas, Texas and closed on the disposition of multifamily communities in Charlotte, North Carolina and Richmond, Virginia.

MAA’s Same Store Portfolio captured strong Average Physical Occupancy of 95.6%.

MAA’s Same Store Portfolio revenue decreased 0.2%, as compared to the same period in the prior year, with Average Effective Rent per Unit down 0.5%, partially offset by a 1.8% increase in other property revenues.

MAA’s Same Store Portfolio property operating expense increased by 3.4% and MAA's Same Store Portfolio Net Operating Income (NOI) decreased by 2.1%, in each case as compared to the same period in the prior year.

During the fourth quarter of 2024, MAA acquired a newly built 386-unit multifamily community located in Dallas, Texas.

FFO attributable to the Company
$2.21
Previous year: $2.53
-12.6%

MAA

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MAA Revenue by Segment

Forward Guidance

MAA is providing initial 2025 guidance for Earnings per diluted common share, Core FFO per diluted Share, Core AFFO per diluted Share and Same Store Portfolio performance.

Positive Outlook

  • Earnings per common share - diluted $5.51 to $5.83
  • Core FFO per Share - diluted $8.61 to $8.93
  • Core AFFO per Share - diluted $7.63 to $7.95
  • Property revenue growth -0.35% to 1.15%
  • Property operating expense growth 2.45% to 3.95%

Challenges Ahead

  • NOI growth -2.15% to -0.15%
  • Same Store NOI (0.13 )
  • Total overhead (0.05 )
  • Interest expense (1) (0.18 )
  • 2025 forecasted acquisitions and dispositions (0.02 )