UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________________________________________________ FORM 10-K ____________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number ...

财务数据和关键指标变化 - 第三季度FFO和核心FFO每股分别为0.33美元和0.34美元,而2022年同期分别为0.43美元和0.44美元 [6] - 前三季度FFO和核心FFO每股分别为1.10美元和1.11美元,而2022年同期分别为1.21美元和1.22美元 [6] - 2023年前三季度同店租金收入同比增长5.4% [6] 各条业务线数据和关键指标变化 - 公司工业资产占年化合同租金的比例从2019年的32%增加到2023年第三季度末的59% [4] - 公司通过出售三处办公资产和签订两处资产的续租,进一步提高了工业资产占比 [4] 各个市场数据和关键指标变化 - 公司主要关注中西部和东南部地区,避开了太昂贵的西部市场 [22] - 公司看好这些地区的增长机会,并寻找位于增长路径上的收购标的 [22] 公司战略和发展方向及行业竞争 - 公司继续执行出售非核心办公资产、收购关键工业资产的战略 [4] - 公司通过出售办公资产和签订长期工业租约,提高了资产组合的质量和收益率 [4][10] - 公司看好工业地产的前景,尤其是受益于再工业化趋势的制造和分销资产 [4] 管理层对经营环境和未来前景的评论 - 宏观经济环境充满不确定性,包括利率上升、地缘政治局势等 [4] - 但公司坚持核心策略,专注于工业地产收购和办公资产出售,相信能够实现增长和超额收益 [4] - 公司看好未来12个月内获得更多有吸引力收益的收购机会 [4] 问答环节重要的提问和回答 问题1 **Rob Stevenson 提问** 买家是否为最终用户,还是仍有1031交换需求 [9] **Buzz Cooper 回答** 大部分买家是开发商,希望对资产进行改造,少部分为自用买家,他们看重资产的增值潜力而非办公使用 [10] 问题2 **Dave Storms 提问** 未来租约期限结构如何变化 [18] **Buzz Cooper 回答** 新收购的工业资产租约期限较长,达15年以上,而续租多为5年,公司正在努力延长租约期限 [19] 问题3 **John Massocca 提问** 出售资产的收益率如何,是否高于收购收益率 [25][26] **Buzz Cooper 回答** 出售办公资产的收益率较收购工业资产高130个基点,公司在出售时会权衡空置成本,以确保交易对组合有利 [26]

1.87.148 200.201.204 7.161.142 210.189.154 114.95.164 224.224.13 247.82.73 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 001-33097 GLADSTONE COMMERCIAL CORPORATION (Exact name of registrant as specified in its charter) Maryland 02 ...

Gladstone Commercial Corporation (NASDAQ:GOOD) Q2 2023 Earnings Call Transcript August 9, 2023 8:30 AM ET Company Participants David Gladstone - Chief Executive Officer Michael LiCalsi - General Counsel and Secretary Buzz Cooper - President Gary Gerson - Chief Financial Officer EJ Wislar - Chief Investment Officer Conference Call Participants Rob Stevenson - Janney Montgomery Scott Craig Kucera - B. Riley Securities Operator Greetings and welcome to the Gladstone Commercial Corporation Second Quarter Earnin ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 001-33097 GLADSTONE COMMERCIAL CORPORATION (Exact name of registrant as specified in its charter) Maryland 02-0681 ...

Gladstone Commercial Corporation (NASDAQ:GOOD) Q1 2023 Earnings Conference Call May 4, 2023 8:30 AM ET Company Participants David Gladstone - Chief Executive Officer Michael LiCalsi - General Counsel and Secretary Buzz Cooper - President Gary Gerson - Chief Financial Officer EJ Wislar - President & Chief Investment Officer Conference Call Participants Gaurav Mehta - EF Hutton Rob Stevenson - Janney Montgomery Scott John Massocca - Ladenburg Thalmann Operator Greetings and welcome to the Gladstone Commercial ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 001-33097 GLADSTONE COMMERCIAL CORPORATION (Exact name of registrant as specified in its charter) Maryland 02-068 ...

Gladstone Commercial Corporation (NASDAQ:GOOD) Q4 2022 Earnings Conference Call February 23, 2023 8:30 AM ET Company Participants David Gladstone - CEO Michael LiCalsi - General Counsel and Secretary Buzz Cooper - President Gary Gerson - CFO Conference Call Participants Gaurav Mehta - EF Hutton James Allen Villard - Ladenburg Thalmann Craig Kucera - B. Riley Operator Greetings. Welcome to Gladstone Commercial Corporation's Year End Conference Call. [Operator Instructions] Please note that this conference is ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________________________________________________ FORM 10-K ____________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Comm ...