Apartment Operator UDR's Annual FFO Rises In 2Q
05 August 2009 - 6:31AM
Dow Jones News
Despite challenging conditions for apartment landlords
nationwide, UDR Inc. (UDR) delivered an annual boost in key funds
from operations, helped by cost cutting, increased occupancy and
stable rents.
For the second quarter ended June 30, the real-estate investment
trust with nearly 45,000 units generated FFO of $56.3 million, or
35 cents per share, up from $49.8 million, or 33 cents, a year
earlier, the company was expected to report Tuesday afternoon.
Revenue came in at $152 million, up from $140 million.
UDR reported a loss of 10 cents compared with a year-earlier
loss of 3 cents. Though the loss was wider, it beat the Street view
of a 12-cent loss.
The results are good news for a sector weakened as unemployed
tenants move home or double up and lower housing prices and federal
tax incentives tempt renters into ownership. But more pain could
come as leases inked during better times are replaced with current
deals.
"While the REITs are doing an admirable job of slowing the
bleeding through expense growth containment, reported results will
continue to get worse throughout this year as new leases are
marked-to-market. 2010 will be equally challenging," Green Street
Advisors noted. "If the recovery is jobless in nature and/or
households begin to take advantage of vastly improved single-family
affordability, the eventual rebound in apartment fundamentals could
be shaped more like a barge's hull than that of a cutter."
So far, the earnings season has been painful for the multifamily
sector. Late Monday, Post Properties Inc. (PPS) said its FFO was a
loss of $1.32 per share, compared with negative 28 cents for the
second quarter of 2008. Industry giant Equity Residential (EQR),
meanwhile, recently reported FFO of 58 cents a share, down from 64
cents a share a year earlier.
UDR's same-store net operating income slipped 1% percent for the
second quarter, while occupancy edged up 90 basis points, to 95.7%,
year over year, helped by gains in every region that kept the
revenue decline at less than a percentage point.
"So far, we're the only apartment REIT to increase occupancy,
and we did it without sacrificing rents," said Chief Executive
Thomas W. Toomey in an interview. The quarter's average rent was
about $1,200 a month, flat from a year earlier.
That shows that the company's bold move last year - selling 30%
of its assets - might be paying off. It exited the Carolinas, Ohio
and Colorado, and remained in the West Coast and in Washington,
D.C., areas where it typically costs more to buy a home. That
"allowed us to cull through the entire portfolio and prepare it to
weather the economic downturn better," Toomey said.
Aided by lower utility, administrative and marketing costs - the
company previously exited pricey print advertising - expenses were
shaved by 0.8%. That offset the NOI decline, giving it an operating
margin of 68.3% for the year's first two quarters, consistent with
the second quarter of 2008.
Part of the savings has come from the Internet, which is being
used for marketing and to ink leases: Year to date, more than half
of UDR's signed leases were originated over the Web, a 29%
improvement over the first six months of 2008, shaving personnel
expenses.
The Internet work - which includes a Facebook page, Twitter
account and iPhone application - is also increasing communication
with tenants and reducing turnover, Toomey said.
Like many competitors, Denver-based UDR isn't starting any new
projects this year. It has seven active developments and two active
redevelopments, the bulk of which will be delivered next year,
"which should align with improving market conditions," the company
said in a statement.
As of June 30, UDR had about $5 million in cash and about $900
million when including undrawn credit facilities. That, it says,
provides "ample flexibility to meet its capital needs for its
development activities and debt maturities through 2011."
Following an already-announced dividend cut, from $1.32 to 72
cents per share - expected to save about $80 million annually - UDR
is maintaining its previously announced annual FFO guidance of
$1.23 to $1.35 per diluted share.
-By Dawn Wotapka; Dow Jones Newswires; 212-416-2193;
dawn.wotapka@dowjones.com