财务数据和关键指标变化 - 第二季度FFO为2.76亿美元,每股0.41美元,同比增长5.1% [30] - 第二季度总pro rata NOI为3.879亿美元,同比增加4,580万美元 [31] - 同店NOI增长3%,主要由最低租金增长3.4%带动 [34] - 第二季度信用损失率为86个基点,处于年度预期范围中值 [40] 各条业务线数据和关键指标变化 - 新租赁144个,租金增长26.3%,续租和选择权租金增长9% [16] - 总交易量230万平方英尺,租金增长11.7% [16] - 整体租赁率提升20个基点至96.2%,其中主力店租赁率提升30个基点至98.1% [17] - 小店租赁率提升20个基点至91.7%,创历史新高 [17] - 收购RPT资产组合的表现优于预期,同店NOI增长4.5% [19] 各个市场数据和关键指标变化 - 公司在亚历山德里亚、亚特兰大和圣安东尼奥等市场进行了结构性投资 [25] - 大型开放式购物中心的交易活跃度有所提高,但定价仍较为积极 [26] 公司战略和发展方向及行业竞争 - 公司将继续关注结构性投资和目标性收购,预计2024年收购规模为3-3.5亿美元 [27] - 公司将大幅减少2024年的资产出售规模,预计为3-3.5亿美元 [28] - 公司将继续专注于提升小店租赁率,并通过提升RPT资产的小店租赁率来创造收益增长机会 [20] 管理层对经营环境和未来前景的评论 - 消费者保持韧性,但支出有所收缩,转向必需品和价值零售商 [10][11] - 行业供给端保持紧缺,新开发项目仍处于历史低位,有利于公司提升租金 [13][14] - 公司看好未来的增长前景,并提高了FFO和同店NOI的指引 [21] 其他重要信息 - 公司通过再融资降低了债务成本,并获得了可持续发展融资优惠 [35][36][37][38] - 公司已超额完成温室气体减排目标 [37] 问答环节重要的提问和回答 问题1 **Michael Goldsmith 提问** 提问的内容是关于公司提高FFO指引的主要驱动因素 [42] **Glenn Cohen 回答** 回答的内容包括租金开始时间提前、费用控制等是主要驱动因素 [43][44][45] 问题2 **Samir Khanal 提问** 提问的内容是关于公司计划如何缩小RPT资产组合的小店租赁率与公司整体的差距 [50] **Conor Flynn 回答** 回答的内容包括随着空置主力店逐步出租,小店租赁将会加速,公司将重点关注提升RPT资产的小店租赁率 [51][52][53] 问题3 **Ross Cooper 回答** 回答的内容包括公司未来将更多关注核心收购,结构性投资将有所减少,预计第三四季度收购活动将加强 [62][63][64][65]

For the quarter ended June 2024, Kimco Realty (KIM) reported revenue of $500.23 million, up 13% over the same period last year. EPS came in at $0.41, compared to $0.16 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $496.9 million, representing a surprise of +0.67%. The company delivered an EPS surprise of +2.50%, with the consensus EPS estimate being $0.40.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...

Kimco Realty (KIM) came out with quarterly funds from operations (FFO) of $0.41 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to FFO of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 2.50%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.38 per share when it actually produced FFO of $0.39, delivering a surprise of 2.63%.Over the last four quarters ...

财务业绩 - 公司第二季度净收入同比增长6.3%，每股收益为0.17美元[5] - 基金运营收益(FFO)同比增长5.1%，每股收益为0.41美元[6] - 公司2024年上半年净收益为9286.1万美元，同比下降76.2%[38] - 公司2024年上半年基本每股FFO为0.80美元，同比增长2.6%[40] - 公司预计2024年全年每股净收益在0.44-0.46美元之间[48] - 公司预计2024年全年每股FFO在1.60-1.62美元之间，剔除并购费用后为1.64-1.66美元[49] 租赁情况 - 总体租赁面积达到96.2%，其中小型商铺租赁率达到91.7%创历史新高[7] - 新租赁合同租金上涨26.3%，续租和选择权租金上涨9.0%[7] - 公司2024年上半年同店NOI为7.58亿美元，同比增长3.4%[44] - 公司预计2024年同店NOI增长将在2.75%至3.25%之间[17] 资本运营 - 公司在结构性投资计划下投资1.68亿美元[8] - 公司在资本市场活动中增加了5亿美元的无担保贷款额度[9] - 公司宣布派发每股0.24美元的季度现金股利[10] - 公司预计2024年资本支出将在2.25亿美元至2.75亿美元之间[22] - 公司总资产为195.04亿美元，较上年末增加12.3%[26][27] - 公司权益总额为107.27亿美元，较上年末增加11.1%[27][28] - 公司每股净资产为15.71美元，较上年末增加11.1%[28] 并购整合 - 公司合并了RPT Realty，产生了2,525万美元的并购费用[29] - 公司2024年上半年并购相关费用为2.52亿美元[43] - 公司2024年上半年出售物业和合资物业收益分别为39.3万美元和149.4万美元[38] - 公司2024年上半年计提减值损失840.3万美元[38] 其他 - 公司营业收入为5.00亿美元，同比增长13.0%[29] - 公司营业利润为1.61亿美元，同比增长2.2%[30] - 公司获得了1.94亿美元的特殊股息收入[31] - 公司2024年上半年其他投资收益净额为567.6万美元[38] - 公司2024年上半年计提所得税费用7164.7万美元[38] - 公司提高了2024年全年净收益和FFO的预测区间[11]

– Strong Operating Performance Drives Growth in Net Income and FFO – – Small Shop Occupancy Matches Record High – – Raises 2024 Outlook – JERICHO, N.Y., Aug. 01, 2024 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE: KIM), a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, today reported results for the second quarter ended June 30, 2024. For the three months ended June 30, 2024 and 2023, Kim ...

Wall Street analysts forecast that Kimco Realty (KIM) will report quarterly earnings of $0.40 per share in its upcoming release, pointing to a year-over-year increase of 2.6%. It is anticipated that revenues will amount to $496.9 million, exhibiting an increase of 12.2% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior ...

After reaching an important support level, Kimco Realty Corporation (KIM) could be a good stock pick from a technical perspective. KIM recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves t ...

buzbuzzer Kimco Realty Corporation (NYSE:KIM) is a North American Real Estate Investment Trust (REIT) worth watching. Although its market value has remained flat since the turn of the year, the vehicle has been the subject of numerous material events, including an acquisition, a changing REITs market, and a recent earnings beat. As such, I decided to dial in on Kimco Realty Corporation's prospects. Without further ado, herewith are my key findings. Data by YCharts Overview Although it has mixed-use inve ...

Shares of Kimco Realty (KIM) have gained 18.5% in the past three months compared with its industry’s rally of 10.4%.This Jericho, NY-based retail real estate investment trust (REIT) is well-poised to benefit from its portfolio of premium shopping centers, which are predominantly grocery-anchored, in the drivable first-ring suburbs of its top major metropolitan Sunbelt and coastal markets. Its focus on developing mixed-use assets and a solid balance sheet position bode well for long-term growth.The company, ...

JERICHO, N.Y., July 17, 2024 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE:KIM), a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, announced today that it has amended and upsized its unsecured term loan to $500 million from the prior amount of $200 million. The amendment incorporates the inclusion of four additional banks with the terms, applicable spread, maturity date and credit covenan ...