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Dec 31, 2019

UDR Q4 2019 Earnings Report

UDR reported strong Q4 2019 results, driven by revenue growth and same-store NOI growth.

Key Takeaways

UDR, Inc. announced fourth quarter 2019 results with net income per share of $0.33, FFO per share of $0.46, and revenue of $304.8 million, reflecting growth from operating and acquisition communities. Same-store NOI increased by 4.1 percent year-over-year.

Net income per share was $0.33, and FFO per share was $0.46.

Net income attributable to common stockholders was $96.9 million, compared to $81.2 million in the prior year period.

Same-store revenue, expense, and NOI growth were 3.3 percent, 1.3 percent, and 4.1 percent, respectively.

The company's operating margin was 71.1 percent, compared to 70.8 percent in the prior year period.

Total Revenue
$303M
Previous year: $265M
+14.4%
EPS
$0.54
Previous year: $0.5
+8.0%
FFO per share
$0.46
Gross Profit
$65.1M
Previous year: $76.6M
-15.0%
Cash and Equivalents
$8.11M
Previous year: $185M
-95.6%
Total Assets
$9.64B
Previous year: $7.71B
+25.0%

UDR

UDR

Forward Guidance

UDR provided earnings guidance for the first quarter and full year 2020.

Positive Outlook

  • A positive impact of approximately $0.07 from same-store, stabilized JVs and commercial operations
  • A positive impact of approximately $0.05 from transactional activity, DCP, development, redevelopment
  • A positive impact of approximately $0.03 from lower financing costs
  • Flat year-over-year G&A

Challenges Ahead

  • A negative impact of approximately $0.03 from a variety of other corporate items including ground lease resets and the amortization of certain NextGen Operating Platform investments.