10-QPeriod: Q3 FY2012

AVALONBAY COMMUNITIES INC Quarterly Report for Q3 Ended Sep 30, 2012

Filed November 2, 2012For Securities:AVB

Summary

AvalonBay Communities, Inc. (AVB) reported a significant increase in net income attributable to common stockholders for the nine months ended September 30, 2012, reaching $301.5 million compared to $118.5 million in the prior year period. This strong performance was driven by robust growth in Net Operating Income (NOI) from both established and newly acquired/developed communities, coupled with a notable decrease in net interest expense. The company also benefited from a substantial gain on the acquisition of an unconsolidated entity during the period. Liquidity remains strong with $664.1 million in unrestricted cash and cash equivalents. AVB continued its active development pipeline, completing two communities and commencing construction on four others, with a significant portion of its capital allocated to these ongoing projects. The company also initiated its third continuous equity program (CEP III) aimed at raising up to $750 million, demonstrating a proactive approach to capital management and future growth. Overall, the filing indicates a healthy operational performance driven by favorable apartment market fundamentals and strategic capital allocation. Investors can find comfort in the company's strong earnings growth, solid liquidity position, and ongoing development activities which are expected to drive future value.

Financial Statements
Beta
Revenue$257.57M
Operating Expenses$198.66M
Operating Income$177.35M
Interest Expense$33.98M
Net Income$86.84M
EPS (Basic)$0.89
EPS (Diluted)$0.89
Shares Outstanding (Basic)97.04M
Shares Outstanding (Diluted)97.55M

Key Highlights

  • 1Net income attributable to common stockholders surged to $301.5 million for the nine months ended September 30, 2012, a 154.4% increase year-over-year.
  • 2Net Operating Income (NOI) for Established Communities grew by 8.1% year-over-year for the nine months, indicating strong core portfolio performance.
  • 3The company demonstrated robust development activity, with 22 communities under construction representing an estimated total capitalized cost of $1.8 billion.
  • 4Unrestricted cash and cash equivalents stood at a healthy $664.1 million as of September 30, 2012, providing ample liquidity.
  • 5Interest expense, net, decreased significantly by 22.6% year-over-year for the nine months, primarily due to lower average debt outstanding and increased capitalized interest.
  • 6AvalonBay commenced its third continuous equity program (CEP III) to raise up to $750 million, showcasing a strategy to fund growth through equity issuances.
  • 7A gain of $14.2 million was recorded from the acquisition of an unconsolidated entity (Avalon Del Rey), contributing positively to the period's earnings.

Frequently Asked Questions

The significant increase in net income was primarily driven by a substantial rise in Net Operating Income (NOI) from both established and newly developed/acquired communities. Additionally, a decrease in net interest expense and a gain recorded from the acquisition of an unconsolidated entity contributed positively to the earnings.

AvalonBay is funding its development and redevelopment activities through a combination of sources, including its $750 million credit facility, existing cash balances, retained operating cash flow, proceeds from asset dispositions, and the issuance of debt or equity securities, as exemplified by its continuous equity programs (CEP II and CEP III).

As of September 30, 2012, AvalonBay reported strong liquidity with $664.1 million in unrestricted cash and cash equivalents, and an additional $49.8 million in cash in escrow, totaling $713.9 million in available funds. The company also had $703.3 million available under its credit facility.

AvalonBay actively managed its debt. Key activities included issuing $450 million in unsecured notes and repaying $179.4 million of existing unsecured notes and several mortgage notes. The company also settled an interest rate hedge for $54.9 million. Overall, total debt increased slightly, but the company's interest expense decreased significantly due to lower average debt and increased capitalization of interest.