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CEDAR REALTY TRUST, INC. (CDRPB)·Q3 2024 Earnings Summary

Executive Summary

  • Cedar Realty Trust is consolidated under Wheeler Real Estate Investment Trust (WHLR); Q3 2024 consolidated revenue was $24.8M, down 1.6% year over year, with operating income of $13.9M. AFFO was $0.679M and AFFO per share was $1.75, while FFO per share was deeply negative due to non-operating fair value losses on derivative liabilities .
  • Cedar’s portfolio occupancy improved to 86.3% (+110bps YoY) and leased rate to 89.7% (+100bps YoY). Q3 leasing renewals achieved a 10.26% rent spread, but new leases had a negative rent spread of (13.38)% compared to a strong 54.42% in Q3 2023, reflecting mix and anchor dynamics .
  • Capital actions: Cedar completed a “modified Dutch auction” repurchase of 688,670 Series C preferred shares at $14.00 per share (~$9.6M), and declared Q4 dividends of $0.453125 (Series B) and $0.406250 (Series C) payable Nov 20, 2024, supporting preferred investor cash returns .
  • Credit and non-GAAP headwinds: Big Lots bankruptcy impacted lease receivables (1.5% of ABR) and drove reserve increases; WHLR booked a $39.3M non-operating loss from derivative liabilities linked to convert price mechanics, pressuring GAAP EPS and FFO .
  • Potential catalysts: ongoing asset dispositions (e.g., South Philadelphia held for sale), continued occupancy gains, and franchise-level leasing execution within Cedar’s Northeast footprint .

What Went Well and What Went Wrong

What Went Well

  • Cedar occupancy and lease commitments improved: occupancy to 86.3% (+110bps YoY) and leased rate to 89.7% (+100bps YoY), signaling stabilizing tenant demand across the portfolio .
  • Leasing execution: Q3 Cedar renewals totaled 96,523 sq ft at +$1.12/sq ft with a 10.26% renewal rent spread, underpinning base rent durability and cash flow normalization .
  • Preferred shareholder support: Cedar repurchased 688,670 Series C preferred shares at $14.00 in the Dutch auction, and declared quarterly dividends for Series B/C payable Nov 20, 2024, reinforcing return-of-capital priorities .

What Went Wrong

  • New lease economics: Cedar’s Q3 new lease rent spread was (13.38)%, a sharp reversal vs +54.42% in Q3 2023, reflecting lease mix/anchors and tougher market pricing for backfills in select centers .
  • Credit and impairment: WHLR recorded higher credit adjustments tied to Big Lots bankruptcy and a $1.2M impairment on Oregon Avenue, weighing on operating metrics and net results .
  • Non-operating volatility: a $39.3M loss from derivative liability fair value changes and reverse split-related costs materially pressured FFO and GAAP loss per share, obscuring solid property-level NOI .

Financial Results

Consolidated (WHLR) quarterly comparables (oldest → newest):

MetricQ3 2023Q1 2024Q2 2024Q3 2024
Revenue ($USD Millions)$25.204 $25.872 $26.317 $24.792
Operating Income ($USD Millions)$9.287 $7.478 $11.522 $13.894
Net Loss Attributable to WHLR ($USD Millions)$(14.061) $(8.707) $(5.056) $(33.320)
Loss Per Share (Basic & Diluted)$(11,019.82) $(0.17) $(13.74) $(91.99)
FFO ($USD Millions)$(6.697) $0.592 $1.132 $(30.278)
FFO per Share/OP Unit ($USD)$(4,219.41) $(4.116) $(3.556) $(90.98)
AFFO ($USD Millions)$(1.825) $0.205 $2.069 $0.679
AFFO per Share/OP Unit ($USD)$(660.75) $1.75

Cedar portfolio KPIs (YoY and current):

KPIQ3 2023Q3 2024
Occupancy (%)85.2% 86.3%
Leased Rate (%)88.7% 89.7%
GLA (sq ft)2,573,685
Annualized Base Rent ($USD 000s)$23,948

Cedar leasing detail (Q3 comparables):

MetricQ3 2023Q3 2024
Renewals (sq ft)50,999 96,523
Weighted Avg Rate Increase ($/sq ft, renewals)$1.51 $1.12
Renewal Rent Spread (%)10.35% 10.26%
New Leases (sq ft)56,656 8,290
Weighted Avg Rate ($/sq ft, new)$12.42 $16.73
New Rent Spread (%)54.42% (13.38)%

Portfolio-level occupancy (ex-Cedar vs Cedar; as of 9/30/24):

GroupOccupancy (%)Leased Rate (%)ABR ($USD 000s)
WHLR (ex-Cedar)94.8% 95.8% $51,209
Cedar86.3% 89.7% $23,948

Key drivers:

  • YoY revenue decline and higher net loss reflect decreased market lease amortization, impairment, and derivative liability fair value losses, partially offset by increased tenant reimbursements and base rent .
  • AFFO improvement vs prior periods indicates non-GAAP cash flow stability despite GAAP volatility .

Guidance Changes

MetricPeriodPrevious GuidanceCurrent GuidanceChange
Revenue/FFO/AFFOFY/QuarterlyNot providedNot providedMaintained (no guidance)
Dividends – Cedar Series BQ4 2024N/A$0.453125 per share, payable Nov 20, 2024New declaration
Dividends – Cedar Series CQ4 2024N/A$0.406250 per share, payable Nov 20, 2024New declaration

Note: The company did not issue quantitative revenue/margin/OpEx guidance; only preferred dividend declarations were disclosed .

Earnings Call Themes & Trends

No Q3 2024 earnings call transcript was available for Cedar/WHLR; themes are derived from filings and supplemental materials.

TopicPrevious Mentions (Q1 2024)Previous Mentions (Q2 2024)Current Period (Q3 2024)Trend
Occupancy & LeasingRenewals +5.9% spread; new leases 38k sq ft at $13.82/sq ft Renewals +10.5% spread; new leases 120k sq ft at $12.75/sq ft Cedar occupancy +110bps YoY; renewals +10.26% spread; negative new lease spread (13.38)% Mixed (occupancy improving; new lease economics softer)
Capital Markets (reverse splits, Series D redemptions)Series D redemptions settled in common; conversion price dynamics highlighted Additional reverse splits; conversion price reset; continued redemptions One-for-three reverse split; $39.3M derivative loss; continued Series D redemptions Ongoing complexity/pressure
Dispositions & Held for SaleSouth Philadelphia classified as held for sale Oakland Commons sale ($6.0M, $3.4M gain) South Philadelphia components held for sale; additional sales in Q3 Active/positive for liquidity
Tenant Credit RiskGeneral credit considerations Credit adjustments minimal Big Lots bankruptcy; reserves recorded (~$0.2M) Deteriorating for select tenants
Debt & Interest CostWeighted avg fixed-rate 5.43% (term 7.9 years) Weighted avg total debt interest 5.53% (term ~8.1 years) Weighted avg property debt rate 5.44%; total debt $500.3M Stable to slightly higher rates

Management Commentary

  • Occupancy and leasing momentum: Management highlighted higher consolidated leased/occupied rates and Same-Property NOI growth driven by property revenue gains and operating expense discipline .
  • Capital allocation and liability management: Cedar conducted a preferred repurchase via Dutch auction; WHLR managed conversions/redemptions and refinancing activity, though derivative liability fair value adjustments materially impacted GAAP metrics .
  • Portfolio actions: Active dispositions (e.g., Oakland Commons earlier in the year; South Philadelphia held for sale) and targeted capex support backfills and tenant improvements .

Q&A Highlights

No Q3 2024 earnings call transcript was available; there were no publicly available Q&A disclosures in the period .

Estimates Context

  • Wall Street consensus (S&P Global/Capital IQ) for CDRPB (preferred) is not applicable and unavailable; Cedar reports through WHLR consolidation. Attempts to pull WHLR Q3 2024 consensus were not successful due to retrieval limits. As a result, comparisons to consensus estimates are not provided in this recap (S&P Global data unavailable).

Key Takeaways for Investors

  • Cedar’s occupancy and leased rates are improving, supporting base rent durability even as new lease spreads were negative in Q3; monitor mix effects and anchor backfills into 2025 .
  • AFFO turned positive in Q3 ($0.679M; $1.75 per share), indicating underlying cash generation despite GAAP noise from derivative liability fair value changes and impairments .
  • Preferred holders benefit from cash dividends (Series B/C) and the Dutch auction repurchase, which may reduce preferred overhang and cost of capital; watch ongoing declarations and tender activity .
  • Credit risk from Big Lots (1.5% of ABR) is contained but noteworthy; re-leasing outcomes will drive near-term ABR and spread trajectory in affected centers .
  • Capital structure remains complex: reverse splits, Series D redemptions settled in common, and convertible note conversion price adjustments inject non-operating volatility into FFO/EPS; focus on property-level NOI and AFFO for trend analysis .
  • Asset rotation continues (held-for-sale components, selective dispositions), which can enhance liquidity and sharpen portfolio quality; track pricing and gains vs. capex needs .
  • Near-term trading: Expect headlines around tenant credit events (Big Lots), preferred dividend actions, and any additional redemptions/conversion mechanics; medium term thesis hinges on occupancy gains, stable tenant reimbursements, and successful backfills in Cedar’s Northeast footprint .