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Kilroy Realty (KRC) investor relations material
Kilroy Realty BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary9 Sep, 2025
Market trends and demand
West Coast markets, especially San Francisco, are experiencing a resurgence in demand, driven by a more business-friendly policy environment and strong AI sector growth.
AI companies are now the primary driver of leasing demand in San Francisco, expanding into new submarkets and increasing space requirements.
Life science demand is robust in South San Francisco, with a healthy pipeline and expectations to sign 100,000 sq ft of leases by year-end 2025.
The market is seeing less tenant hesitancy, with pent-up demand translating into increased leasing activity, especially in life sciences.
Venture capital funding continues to flow into both AI and life science sectors, supporting ongoing demand.
Portfolio and capital allocation strategy
Monetization of non-income-producing land and operating property dispositions have been successful, with compelling pricing achieved.
Portfolio review led to rethinking asset use, with some land parcels shifting from office/life science to residential or alternative uses.
Dispositions have increased as market liquidity and buyer confidence improve, with larger check sizes and more real sellers in the market.
The company is redeploying capital into existing assets and preparing for new opportunities as transaction markets recover.
Sublet space has increased to 15-20% of the portfolio, up from about 10% pre-COVID.
Organizational and operational changes
Key leadership changes include splitting CFO and CIO roles, hiring new executives in finance, technology, and HR, and promoting internal talent.
Enhanced focus on data-driven decision-making and improved information flow across the organization.
Additional leasing support added, especially for life science assets, to meet ambitious growth and execution goals.
Spec suite programs have been expanded to meet immediate occupancy needs, especially for AI tenants, and have also performed well in Austin and Seattle.
Tenant improvement allowances have plateaued, with pre-built space offering flexibility and efficiency for both landlord and tenants.
How does AI impact future portfolio strategy?
KOP 2 lease-up: What demand mix is expected?
2026 occupancy: What's needed for stability?
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Next Kilroy Realty earnings date
Q3 202528 Oct, 2025
Next Kilroy Realty earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Offices, Life Science Properties, and More
Kilroy Realty Corporation is an American real estate investment trust (REIT) specializing in the acquisition, development, and management of commercial properties. With a focus on major metropolitan areas on the United States West Coast, the company owns and operates various office buildings and Kilroy Realty's portfolio primarily includes offices, life science properties, retail locations, and residential buildings. It is headquartered in Los Angeles, California, and its shares are listed on the NYSE.
John B. Kilroy
Kilroy Realty Corporation was established in 1947 by John B. Kilroy, Sr., initially as a property development and management firm. The company developed office buildings in and around Los Angeles and eventually expanded its operations to encompass cities all over the West Coast. Today, it owns and operates a variety of different properties spread out across Washington, California, and Texas.
The Properties
Kilroy Realty Corporation specializes in managing a diverse portfolio of high-quality properties, primarily focusing on office and life science spaces. However, the company also owns and operates several residential and retail properties. Their office properties are known for their modern design, state-of-the-art amenities, and strategic locations in major West Coast metropolitan areas such as Los Angeles, San Diego, and Seattle. , attracting tenants from the technology and creative sectors. The company has an emphasis on sustainability in its properties, and many of Kilroy Realty's properties are LEED-certified.
Kilroy is a REIT
As a Real Estate Investment Trust (REIT), Kilroy Realty Corporation operates under a specific business model that involves owning, and often operating, income-generating real estate. The REIT structure mandates that the company distributes at least 90% of its taxable income to shareholders in the form of dividends, offering investors a regular income stream. This structure also provides Kilroy Realty with certain tax advantages and is a structure employed by a large number of similar companies. Some examples of this are SL Green Realty, Boston Properties, Vornado Realty Trust, and many others.
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