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Regency Centers BofA Securities 2025 Global Real Estate Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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BofA Securities 2025 Global Real Estate Conference summary9 Sep, 2025

Business performance and growth outlook

  • Achieved record-high same-property growth, with over 7% growth last quarter, driven by robust leasing and contractual rent increases.

  • Raised full-year earnings guidance, including NOI, FFO, and core operating earnings, following strong first-half results.

  • Over $600 million deployed in accretive capital, including a $350 million+ acquisition in Southern California, financed leverage-neutral.

  • Maintains over 96% leased occupancy, with commenced occupancy still having room to grow, supporting future NOI gains.

  • Targets 2–2.5% annual rent growth, with redevelopment and occupancy gains aiming for 3%+ same-property NOI growth.

Development and investment strategy

  • Over $500 million in development/redevelopment projects underway at blended 9% yields; expects $250 million+ in new starts for a third consecutive year.

  • Ground-up development now prioritized over redevelopment, with most projects in master-planned communities and high pre-leasing rates.

  • Focuses on projects where land cost, construction, and rent economics meet a 7–7.5% return threshold, targeting 150+ bps spread over cap rates.

  • No speculative development; projects are de-risked with anchor tenants secured before construction.

  • Supply growth remains muted, benefiting existing portfolio and supporting high occupancy.

Acquisition and external growth

  • Remains active in acquisitions, focusing on off-market and redevelopment opportunities, with cap rates in the low-5% to low-6% range.

  • Recent Southern California portfolio acquisition offers near-term upside via redevelopment and leasing of pharmacy vacancies.

  • Pursues trade area-focused investments, including in underhunted regions and through long-term capital partnerships.

  • Prioritizes development over acquisitions but remains opportunistic and creative in deal sourcing.

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Frequently asked questions

Regency Centers is the preeminent national owner, operator, and developer of shopping centers located in affluent and densely populated trade areas. Our portfolio includes thriving properties merchandised with highly productive grocers, restaurants, service providers, and best-in-class retailers that connect to their neighborhoods, communities, and customers. Operating as a fully integrated real estate company, Regency Centers is a qualified real estate investment trust that is self-administered and self-managed.

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