Dec 31, 2023

Macerich Q4 2023 Earnings Report

Macerich's portfolio occupancy improved, reaching 93.5%, with same-center NOI increasing by 3.0%, and net income attributable to the company was $62.2 million.

Key Takeaways

Macerich reported a strong Q4 2023, marked by increased occupancy, same-center NOI growth, and significant progress in managing near-term debt maturities through refinancing and disposition activities. The company also issued its 2024 earnings guidance.

Net income attributable to the Company was $62.2 million, or $0.29 per share-diluted.

FFO, excluding specific financial adjustments, was $126.5 million, or $0.56 per share-diluted.

Same center NOI, excluding lease termination income, increased 3.0%.

Portfolio occupancy was 93.5%, up 0.9% year-over-year.

Total Revenue
$238M
Previous year: $228M
+4.2%
EPS
$0.56
Previous year: $0.53
+5.7%
Portfolio Occupancy
93.5%
Previous year: 92.6%
+1.0%
Same Center NOI
$3
Previous year: $2.03
+47.8%
Gross Profit
$69.7M
Previous year: $131M
-46.7%
Cash and Equivalents
$94.9M
Previous year: $100M
-5.4%
Total Assets
$7.51B
Previous year: $8.09B
-7.2%

Macerich

Macerich

Forward Guidance

Macerich issued its 2024 guidance for both estimated EPS-diluted and FFO per share-diluted, excluding financing expense in connection with Chandler Freehold and accrued default interest expense.