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Dec 31, 2023

STAG Q4 2023 Earnings Report

STAG Industrial reported exceptional fourth quarter results, achieving record cash rent change and same-store cash NOI.

Key Takeaways

STAG Industrial announced strong Q4 2023 results, with significant increases in net income, Core FFO, and Cash NOI. The company also completed strategic acquisitions and dispositions, and achieved a high occupancy rate.

Net income attributable to common stockholders increased to $41.7 million, up 40.2% year-over-year.

Core FFO per diluted share rose to $0.58, a 5.5% increase compared to Q4 2022.

Cash NOI reached $143.1 million, a 10.0% increase year-over-year.

Same Store Cash NOI grew by 6.8% to $127.0 million.

Total Revenue
$183M
Previous year: $170M
+7.8%
EPS
$0.58
Previous year: $0.55
+5.5%
Occupancy Rate
98.2%
Previous year: 98.5%
-0.3%
Cash and Equivalents
$20.7M
Previous year: $25.9M
-19.9%
Free Cash Flow
$61.6M
Total Assets
$6.28B
Previous year: $6.18B
+1.6%

STAG

STAG

Forward Guidance

As of February 12, 2024, STAG addressed 68.7% of expected 2024 new and renewal leasing, consisting of 9.2 million square feet, achieving Cash Rent Change of 29.5%.