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Kimco Realty (KIM) investor relations material
Kimco 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 summary10 Sep, 2025
Strategic positioning and portfolio transformation
Focus on necessity-based retail in high-barrier, first-ring suburban markets, with 86% of annual base rent from grocery-anchored centers and 91% of the portfolio in strong demographic corridors.
Transformation involved selling higher cap rate, middle-market assets and reinvesting in grocery-anchored centers, resulting in sector-leading FFO growth and high unlevered IRR.
Asset management platform drives growth by incorporating grocery components into vacated spaces, with deals involving Sprouts, Trader Joe's, Aldi, Lidl, Kroger, BJ's, and Walmart.
Capital recycling strategy includes selling flat ground leases (9% of ABR) and redeploying proceeds into higher-growth shopping centers and creative acquisitions.
Multifamily densification and entitlement sales add value, with joint ventures and preferred equity structures providing current returns and future optionality.
Leasing, occupancy, and tenant demand
Leasing velocity and tenant demand remain strong, with retailers accelerating deals to secure well-located, high-performing centers.
Over 90% of vacated boxes from bankrupt tenants have been backfilled at double-digit rent spreads, expanding the sign-but-not-open pipeline to $66 million, with 88% commencing by end of next year.
Small shop occupancy at a record 92.2%, with further upside expected as anchor vacancies are filled and demand for services, health, and beauty tenants grows.
New leasing spreads exceed 30%, with renewal spreads in high single digits, resulting in the highest blended spreads in seven years.
Watchlist of at-risk tenants is at its smallest ever, with no major bankruptcies anticipated and strong sector health.
Technology and operational efficiency
Significant investment in technology, including Salesforce and generative AI, enhances data insights, leasing lead generation, and operational efficiency.
AI tools are used in marketing, legal, accounting, and capital allocation, compressing deal timelines and improving G&A efficiency.
No incremental cost for AI initiatives currently, but spending is expected to increase next year as adoption deepens across departments.
Operational efficiencies have kept G&A flat over three years despite acquisitions and portfolio growth.
AI's impact on Kimco's leasing velocity
Quantify Kimco's occupancy growth potential
Ground lease disposition and reinvestment plan
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Next Kimco Realty earnings date
Q3 202530 Oct, 2025
Next Kimco Realty earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Shopping Center Focused REIT
Kimco Realty Corporation is an American real estate investment trust (REIT) The company specializes in the ownership, management, and development of open-air shopping centers anchored by grocery stores. These properties are strategically located in areas with high consumer traffic and communities with strong economic fundamentals. The company is headquartered in Jericho, New York, and its shares are listed on the NYSE.
Cooper and Kimmel
Kimco was founded in 1960 by Milton Cooper and Martin Kimmel. It started as a small real estate enterprise focusing on developing neighborhood shopping centers, typically anchored by a well-known supermarket. The company capitalized on suburban expansion across the U.S. and the subsequent growing demand for conveniently located retail spaces. While the retail industry has had to adapt to the rise of E-commerce, Kimco responded by adapting its strategy, focusing on high-quality shopping centers in key markets and divesting from non-core properties. It also focused on the development of shopping centers that were e-commerce resistant, focusing on businesses that provided experiences or services not easily replicated online, like restaurants or fitness centers.
The Retail Locations
The company specializes in the ownership, management, and development of shopping centers. Its portfolio primarily consists of open-air, neighborhood, and community shopping centers, often anchored by supermarkets, discount department stores, or drugstores. Some examples of tenants that lease locations from the company include national chains such as Planet Fitness, Kroger, and Walmart. These centers are strategically located in high-traffic areas, frequently at major intersections or close to residential neighborhoods, to ensure visibility and accessibility to consumers.
Kimco is a REIT
Kimco operates as a Real Estate Investment Trust (REIT), a structure that entails specific financial and operational practices. As a REIT, Kimco primarily earns income through leasing space in its properties to tenants. The REIT structure mandates that the company distribute at least 90% of its taxable income to shareholders in the form of dividends, which makes it attractive to investors seeking regular income.
This model offers tax advantages; REITs are generally exempt from corporate income tax on earnings distributed as dividends, avoiding double taxation. To qualify as a REIT, Kimco must adhere to certain requirements, including investing at least 75% of its total assets in real estate and deriving at least 75% of its gross income from rents or mortgage interest.
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