Dafinchi AI

CTRE

Financial Services

Fixed charge coverage ratio was strong at 8.2x.
Net debt to annualized normalized EBITDA remained low at 2x, with net debt to enterprise value at 12.3%.
Normalized FAD increased 53.9% to $83.1 million, with a 16.2% increase per share to $0.43.
Normalized FFO increased 58.2% year-over-year to $83.1 million in Q2 2025.
Normalized FFO per share rose 19.4% to $0.43 per share.
Quarterly dividend increased by 15.5% year-over-year while maintaining a comfortable payout ratio.
Total revenues grew 63.3% year-over-year in Q2 2025.

BRX

Financial Services

Ancillary revenues contributed 150 basis points to NOI growth, including a revised parking agreement at Point Orlando.
Balance sheet strong with $1.4 billion liquidity, no debt maturities until June 2026, and debt-to-EBITDA at 5.5x.
Base rent growth contributed 360 basis points to same-property NOI growth, outpacing the drag from short-term occupancy decline.
NAREIT FFO was $0.56 per share in Q2, driven by same-property NOI growth of 3.8% despite a 260 basis point drag from tenant disruption.
Net expense reimbursements detracted 110 basis points due to prior year tax assessment benefits.
Signed new ABR reached a record $21 million in the quarter, with a 450 basis point spread between leased and build occupancy.
Updated same-property NOI growth guidance to 3.9%-4.3% and increased FFO guidance to $2.22-$2.25 for 2025.

FHB

Financial Services

Expenses were better than expected in the first half, with full year expenses forecasted around $506 million, slightly better than original expectations.
Net income increased over 23% compared to the prior quarter driven by higher net interest and noninterest income, good expense control, and lower provision expense.
Net interest income was $163.6 million, up $3.1 million from prior quarter, with NIM at 3.11%, up 3 basis points.
Noninterest income was $54 million, benefiting from a few favorable items, with recurring noninterest income expected around $51 million per quarter.
Provision for credit losses was $4.5 million, with allowance for credit losses increasing to $167.8 million, coverage flat at 1.17% of total loans and leases.
Total deposits increased slightly, with public deposits up $166 million, offsetting declines in commercial and retail deposits.
Total loans increased about $59 million or 0.4%, mainly from a $125 million increase in dealer floor plan balances, offset by payoffs in commercial real estate construction loans.

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