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Earnings Call Summary | Broadstone Net Lease(BNL.US) Q1 2024 Earnings Conference

Earnings Call Summary | Broadstone Net Lease(BNL.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Broadstone Net Lease (BNL.US) 2024 年第一季度業績會議
富途資訊 ·  05/03 15:54  · 電話會議

The following is a summary of the Broadstone Net Lease, Inc. (BNL) Q1 2024 Earnings Call Transcript:

以下是布羅德斯通淨租賃公司(BNL)2024年第一季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • In Q1, Broadstone Net Lease generated $71 million in Adjusted Funds From Operations (AFFO), a 5.9% increase in per-share results year over year.

  • The company sold 37 healthcare assets, generating gross proceeds of $251.7 million and advancing their healthcare portfolio simplification strategy.

  • The end-quarter leverage was at 4.8 times net debt, down slightly from 5 times at the end of the previous year.

  • The company also revised its AFFO per-share guidance upwards to a range of $1.41 to $1.43.

  • 在第一季度,Broadstone淨租賃產生了7100萬美元的調整後運營資金(AFFO),每股業績同比增長5.9%。

  • 該公司出售了37項醫療資產,總收益爲2.517億美元,並推進了其醫療保健投資組合簡化戰略。

  • 季度末槓桿率爲淨負債的4.8倍,略低於去年年底的5倍。

  • 該公司還將其每股AFFO指引上調至1.41美元至1.43美元。

Business Progress:

業務進展:

  • Broadstone Net Lease is streamlining their portfolio by reducing healthcare exposure to below 10% of Annualized Base Rent (ABR).

  • They are improving their portfolio composition by focusing on industrial and defensive retail and restaurant tenants, evidenced by a strong operating performance in Q1 with 99.9% rent collections and 99.2% occupancy.

  • Their growth strategy includes external growth, investment in existing assets, and development funding opportunities.

  • The company is undertaking creative acquisition strategies, such as partnership deals and direct relationships.

  • The company is considering options to reinvest disposition proceeds into new investments or share buybacks.

  • The company is confident in its execution and prospects for the rest of the year.

  • Broadstone Net Lease正在精簡其投資組合,將醫療保健風險降至年化基本租金(ABR)的10%以下。

  • 他們正在通過專注於工業和防禦性零售和餐飲租戶來改善其投資組合構成,第一季度的強勁經營業績證明了這一點,租金收取率爲99.9%,入住率爲99.2%。

  • 他們的增長戰略包括外部增長、對現有資產的投資以及發展融資機會。

  • 該公司正在採取創造性的收購策略,例如合作協議和直接關係。

  • 該公司正在考慮將處置收益再投資於新的投資或股票回購的選項。

  • 該公司對今年剩餘時間的執行和前景充滿信心。

更多詳情: Broadstone 淨租賃 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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