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BSR Real Estate Investment Trust Units T.HOM.UN

Alternate Symbol(s):  BSRTF

BSR Real Estate Investment Trust is an internally managed, unincorporated, open-ended real estate investment trust (REIT) focused on acquiring and operating multifamily residential rental properties across the United States. It owns approximately 31 garden-style properties with over 8,666 apartments in Texas, Oklahoma, and Arkansas. Its properties features and amenities include resort-style pools, splash pads, upscale clubhouses, modern fitness centers, dog parks, pet care centers, garages, covered parking, bicycle storage, cinemas, private work pods, conference rooms, business centers, community game rooms, and outdoor barbeque areas. Its properties include Adley at Gleannloch Apartments, Alleia Long Meadow Farms Apartments, Ariza Plum Creek, Auberry at Twin Creeks, Aura Benbrook, Aura 36Hundred, Bluff Creek Apartments, Brandon Place Apartment Homes, Bridgeport Apartments, Cielo Apartment Living, Hangar 19, Lakeway Castle Hills, Markham Oaks Apartments, and M at Lakeline.


TSX:HOM.UN - Post by User

Post by retiredcfon Nov 09, 2023 7:11am
152 Views
Post# 35725471

RBC

RBCNovember 8, 2023

BSR REIT
Q3 in line; saved by the taxes

TSX: HOM/U | USD 10.56 | Outperform | Price Target USD 17.50

Sentiment: Neutral

First Look: BSR REIT (“BSR”) reported FFO/unit of $0.23, +9.5% y/y, vs. RBC/consensus of $0.23/$0.23. 2023 FFO guidance was tightened and mid-point maintained, with previously-reported lower tax assessment in Texas being a contributor to the guide being maintained. Leasing spreads show deceleration in line with Sun Belt peers. We view the results as largely neutral.

Key points:

• SP NOI growth: +7.0% (SP-Rev +3.9%; SP-Exp +0%).
• 2023 guidance tightened and mid-point maintained: FFO/unit $0.92-0.94; SP NOI growth guidance is 6-8%.
• Occupancy: 95.2% (-10bps q/q, +50 bps y/y).
• Rent $1,504 (+0% q/q, +3% y/y).
• Lease spreads: +2.7%, vs. +3.7% in Q2, and +3.6% in Q1. New lease spread was -0.2% / renewal spread +5.6%.
• Reported NAV/unit: $18.66 (-9% q/q, -16% y/y). Average cap rate utilized was 4.9% (+20bps q/q).
• Active on NCIB: Acquired 45K units at an average price of $10.73 for a total of $0.5M in October.
• D/GBV: 41.3%, +190 bps q/q.
• Susan Rosenbaum returns as interim CFO, post Brandon Barger taking leave of absence for health-related reasons.


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