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Dec 31, 2022

STAG Q4 2022 Earnings Report

Announced fourth quarter and full year 2022 results, showcasing strong growth in Cash NOI and Core FFO, driven by secular tailwinds and strategic portfolio positioning.

Key Takeaways

STAG Industrial reported strong Q4 2022 results, with a 13.7% increase in Cash NOI and a 7.8% increase in Core FFO per diluted share. The company acquired one building and sold two during the quarter, achieving a high occupancy rate of 98.5% on the total portfolio.

Net income per basic and diluted common share was $0.17 for Q4 2022.

Core FFO per diluted share increased by 7.8% to $0.55 for Q4 2022.

Cash NOI increased by 13.7% to $130.1 million for Q4 2022.

Same Store Cash NOI increased by 4.5% to $104.7 million for Q4 2022.

Total Revenue
$170M
Previous year: $148M
+15.3%
EPS
$0.55
Previous year: $0.51
+7.8%
Occupancy Rate
98.5%
Previous year: 96.9%
+1.7%
Cash and Equivalents
$25.9M
Total Assets
$6.18B

STAG

STAG

Forward Guidance

The company's management expressed confidence in continued internal growth driven by secular tailwinds and attractive portfolio positioning, with a defensive balance sheet allowing them to capitalize on opportunities in 2023.

Positive Outlook

  • Secular tailwinds in the industrial space
  • Attractive portfolio positioning
  • Defensive balance sheet
  • Opportunity to capitalize on opportunities throughout 2023
  • Meaningful internal growth