10-KPeriod: FY2015

ESSEX PROPERTY TRUST, INC. Annual Report, Year Ended Dec 31, 2015

Filed February 26, 2016For Securities:ESS

Summary

Essex Property Trust, Inc. (ESS) is a real estate investment trust (REIT) focused on the ownership, operation, acquisition, development, and redevelopment of apartment communities primarily along the West Coast of the United States, specifically in Southern California, the San Francisco Bay Area, and the Seattle metropolitan area. As of December 31, 2015, the Company's portfolio comprised 246 communities with 59,160 apartment homes, alongside four commercial buildings and eight active development projects. The company's business strategy emphasizes a research-driven approach to investments, focusing on markets with strong job growth, high median incomes, and supply constraints. They aim to enhance property operations through effective management, capital preservation, and strategic development and redevelopment initiatives. In 2015, ESS continued its growth trajectory through strategic acquisitions, adding 1,722 apartment homes for $638.1 million, and dispositions, selling two apartment communities for $308.8 million to reinvest in higher-return assets. The company also reported robust same-property revenue growth of 8.0% in 2015, driven by a 8.1% increase in average rental rates. With a strong balance sheet and access to capital markets, ESS appears well-positioned to fund its ongoing operations, development pipeline, and strategic growth initiatives for the foreseeable future.

Financial Statements
Beta
Revenue$1.19B
Operating Expenses$863.23M
Operating Income$331.17M
Interest Expense$204.83M
Net Income$232.12M
EPS (Basic)$3.50
EPS (Diluted)$3.49
Shares Outstanding (Basic)64.87M
Shares Outstanding (Diluted)65.06M

Key Highlights

  • 1As of December 31, 2015, Essex Property Trust owned 246 apartment communities with 59,160 apartment homes located primarily on the West Coast.
  • 2The company's strategic focus remains on supply-constrained markets in major metropolitan areas with strong economic fundamentals, such as job growth and high median incomes.
  • 3In 2015, ESS acquired 1,722 apartment homes for $638.1 million and disposed of properties generating $308.8 million in sales, indicating active portfolio management.
  • 4Same-property revenue increased by 8.0% in 2015, driven by an 8.1% increase in average rental rates, showcasing strong pricing power in their core markets.
  • 5The company had an active development pipeline with 2,447 apartment homes under development, representing significant future growth potential.
  • 6Essex maintained a strong credit rating with BBB+/Stable from Fitch, Baa2/Positive from Moody's, and BBB/Positive from S&P as of December 31, 2015.
  • 7The company has a well-laddered debt maturity profile and sufficient liquidity, with $29.7 million in unrestricted cash and cash equivalents and $137.5 million in marketable securities as of December 31, 2015, to meet its 2016 cash needs.

Frequently Asked Questions

Essex Property Trust (ESS) is a real estate investment trust (REIT) primarily focused on the acquisition, development, redevelopment, and management of apartment communities. Their geographic focus is concentrated along the West Coast of the United States, specifically in Southern California, the San Francisco Bay Area, and the Seattle metropolitan area.

In 2015, ESS reported an 8.0% increase in same-property revenues, largely driven by an 8.1% rise in average rental rates. The company maintained strong occupancy rates, with an average financial occupancy of 96.2% across its stabilized same-property portfolio.

Essex Property Trust's growth strategy involves a research-driven approach to identify and invest in supply-constrained markets with strong economic indicators. This includes acquiring existing properties, developing new communities, and redeveloping existing assets to enhance their financial and physical attributes. The company had a development pipeline of 2,447 apartment homes as of December 31, 2015.

As of December 31, 2015, ESS had total assets of approximately $12.0 billion and total indebtedness of approximately $5.3 billion. The company has a diversified debt structure, including mortgage notes payable and unsecured debt, with a significant portion at fixed rates. They reported strong credit ratings and maintained sufficient liquidity to meet short-term obligations.