10-QPeriod: Q1 FY2010

EQUITY RESIDENTIAL Quarterly Report for Q1 Ended Mar 31, 2010

Filed May 6, 2010For Securities:EQR

Summary

Equity Residential (EQR) reported its first quarter 2010 financial results, reflecting a challenging economic environment that continued to impact rental rates and overall revenue. While rental income saw a slight increase year-over-year, this was offset by higher operating expenses, leading to a decrease in Net Operating Income (NOI) for same-store properties. The company has been actively managing its portfolio, divesting assets in less desirable markets and acquiring properties in strategically targeted growth areas. This strategic repositioning, alongside cautious optimism about an improving economic outlook and credit markets, forms the backdrop for EQR's performance. Despite a decline in diluted earnings per share, EQR demonstrated resilience through its operational focus and a significant increase in cash flow from operations. The company has also strengthened its liquidity position, evidenced by a substantial availability under its revolving credit facility. EQR's strategy continues to focus on high-barrier-to-entry markets with strong economic growth, aiming to provide value-added services and a positive resident experience to drive long-term returns.

Financial Statements
Beta
Revenue$465.00M
Gross Profit$266.31M
Operating Expenses$354.99M
Operating Income$97.54M
Interest Expense$114.11M
Net Income$55.48M
EPS (Basic)$0.18
EPS (Diluted)$0.18
Shares Outstanding (Basic)280.64M
Shares Outstanding (Diluted)280.64M

Key Highlights

  • 1Rental income increased slightly to $486.3 million for the quarter ended March 31, 2010, compared to $480.2 million in the prior year period.
  • 2Diluted Earnings Per Share (EPS) decreased to $0.18 from $0.28 in the same quarter of the prior year, primarily due to lower same-store NOI and transaction dilution.
  • 3Net Operating Income (NOI) from same-store properties decreased by 5.6% to $266.9 million, impacted by a 3.9% decrease in average rental rates.
  • 4The company acquired six rental properties and one land parcel for $651.3 million during the quarter, while disposing of 11 properties totaling 2,497 units for $170.4 million.
  • 5Cash flow from operating activities increased significantly to $155.5 million from $142.5 million in the prior year quarter.
  • 6EQR maintained a strong liquidity position, with $60.2 million in cash and cash equivalents and $1.28 billion available under its revolving credit facility as of March 31, 2010.

Frequently Asked Questions

Rental income increased slightly to $486.3 million for the quarter ended March 31, 2010, from $480.2 million in the comparable period of 2009. This increase was driven by higher occupancy, partially offsetting a decrease in average rental rates.

Equity Residential expressed cautious optimism for 2010, noting signs of economic improvement and a more normalized credit market. However, they anticipate continued revenue declines due to the short-term nature of leases, though quarter-over-quarter sequential revenue improvement is expected. The company believes its diversified portfolio in attractive markets and limited new supply position it well for future growth as the economy recovers.

EQR continued its strategy of portfolio optimization. In the first quarter of 2010, the company acquired six rental properties and one land parcel for approximately $651.3 million, focusing on strategically targeted markets. Simultaneously, it disposed of 11 properties totaling 2,497 units for approximately $170.4 million, primarily in exit or less desirable markets.

Equity Residential maintained a strong liquidity position with $60.2 million in cash and cash equivalents and $1.28 billion available on its revolving credit facility as of March 31, 2010. The company also actively managed its debt, with minimal maturities for the remainder of 2010, and has access to various capital sources, including equity and debt markets.