Allied Properties Real Estate Investment Trust (TSX:AP.UN)
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Apr 24, 2026, 4:00 PM EST
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Earnings Call: Q4 2023

Feb 1, 2024

Operator

Ladies and gentlemen, good morning. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Allied Properties REIT Fourth Quarter 2023 Earnings Conference Call. Today's conference is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during that time, simply press the star key followed by the number one on your telephone keypad. If you would like to withdraw your question, press star one a second time. Thank you, and I will now turn the conference over to Cecilia Williams, President and CEO. You may begin.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Thanks, Abby, and good morning, everyone. Welcome to our Q4 conference call. Nan and J.P. are with me today. We'll each make brief comments and then answer any questions you may have. We may, in the course of this conference call, make forward-looking statements about future events or future performance. These statements, by their nature, are subject to risks and uncertainties that may cause actual events or results to differ materially, including those risks described under the heading Risks and Uncertainties in our 2023 annual report and our most recent quarterly report. Material assumptions underpinning any forward-looking statements we make include those described under Forward-Looking Statements in our most recent quarterly report. I'll start by describing sustained leasing activity. We're encouraged by the sustained leasing activity, which continued through the fourth quarter.

The productivity of our portfolio also increased for the eighteenth consecutive quarter, and renewals were at healthy spreads to in-place rents. Considering that these spreads are on rates established in stronger markets, we're especially pleased with the results. We believe we're at an inflection point and that leasing momentum, which accelerated in the last quarter of 2023, will continue through the coming year. Our concentrated portfolio of urban workspaces and mixed-use, amenity-rich neighborhoods continues to appeal to knowledge workers. On to user experience. We focus intently on what we can control. That includes the quality of the user experience we provide, which we know from long experience is as important as the physical environments we create. We've been submitting ourselves to third-party scrutiny with respect to user experience for years to ensure that we're continuously improving. J.P. will elaborate on the specifics, which we're pleased with. Comprehensive team development.

The Allied team continued to evolve in 2023. We continued our board renewal process, and we implemented a succession plan empowering the next generation of leadership at Allied. Perhaps most importantly, we continued our ongoing successful efforts to liberate talent and foster teamwork across the country. With strong integrated team members, everyone contributes to the business in meaningful and measurable ways. We're increasingly organizing ourselves around assets rather than areas of specialization, with city teams managing our urban portfolios across the country. This gives us the benefit of expertise from multiple disciplines in optimizing our portfolio. More importantly, it creates various avenues for our talented team members' professional development by enabling them to contribute beyond their functional areas. Implementation of a five-year capital allocation plan, placing minimal reliance on the capital markets.

With the sale of the UDC portfolio, we strengthened the balance sheet and reaffirmed our commitment to distinctive urban workspace. We believe in Canada's future, and much of the economic and cultural future is concentrated in our cities. While far from perfect, our cities continue to thrive and demonstrate resiliency. We're confident they'll continue to attract a disproportionate share of global talent, which drives economic and cultural growth and evolution. The year ahead, we're heading into 2024 with a lower level of economic occupancy than we've ever had. While confident that our leasing activity will translate into improved economic occupancy over the course of 2024, the timing is difficult to predict. The one thing I'm certain of is that the entire Allied team across the country is dedicated to improving economic occupancy and is entirely confident of the outcome, despite the uncertainty as to timing.

In summary, our portfolio will not only hold up well in this economic environment, as it has during past downturns. It will ultimately emerge stronger than ever because of our integrated team, our operating platform, our solid financial position, and our unique and concentrated urban properties. With that, I'll pass it to Nan for a financial overview.

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

Thank you, Cecilia. Good morning, everyone. I'll provide a brief overview of our financial highlights. The fourth quarter was a strong quarter for Allied and the first quarter reflecting the full impact of the disposition of our UDC portfolio. Our financial results in the quarter were solid and reflect our unwavering commitment to the balance sheet. Our FFO per unit was CAD 0.614, 2.7% higher than it was in the third quarter. Similarly, our AFFO per unit for the quarter was CAD 0.562, reflecting a 3.1% increase compared to the third quarter. These metrics illustrate the contributions to income from our PUD portfolio, as our existing projects continue to reach completion milestones. This will enable us to generate material amounts of EBITDA going forward.

This was further enhanced by lower interest expense due to the repayment of our unsecured facility with the proceeds from the UDC portfolio. Our weighted average in-place net rent per occupied sq ft was CAD 24.10 in the fourth quarter, a 4.3% increase from Q4 2022, which reflects the increasing economic productivity of our space. Lastly, we're ending the year with our unsecured facility completely undrawn, resulting in CAD 1.1 billion of liquidity. We have the financial strength to continue operating and executing our strategy with minimal reliance on the public capital market. Thank you, and I'll pass the call to J.P. now.

J.P. Mackay
SVP of Portfolio Management, Allied Properties Real Estate Investment Trust

Thanks, Nan. While we continue to experience longer leasing timelines, we are encouraged by the level of activity across our portfolio. Q4 was our most active quarter for leasing activity in 2023. The results of which are outlined in detail in our Q4 press release. Tour activity continues to be strong. We observed a 20% increase in tours in the quarter compared to the prior year. In total, tour activity was 12% higher in 2023 compared to 2022, with a noticeable, noticeable acceleration of tours in the second half of the year. Uses represented by touring organizations continue to be technology, education, life sciences, and medicine. As of today, we have more than 1.1 million sq ft of leasing activity under negotiation or at the prospect stage. At the very core of our operating platform is an unrelenting commitment to user experience.

For the past four years, Allied has retained Grace Hill KingsleySurveys to assess user satisfaction within our portfolio. The results for 2023 were very encouraging. 100% of rating areas improved from the prior year. In addition, more than 80% of users were satisfied with Allied's commitment to sustainability, and more than 90% were satisfied with Allied's commitment to EDI. Most importantly, Allied's Net Promoter Score, a leading indicator for tenant retention and leasing activity, was 250% higher than the industry average. The composition of our portfolio, concentrated in mixed-use, amenity-rich urban neighborhoods, coupled with the strength of our operating platform and team, as validated by our user experience results, gives us tremendous confidence in the continued demand for Allied's distinctive workspace across the country. I will now turn the call back to Cecilia.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Thanks, J.P. We'd now be pleased to answer any questions.

Operator

Thank you. At this time, I would like to remind everyone in order to ask a question, press star and then the number one on your telephone keypad, and we will pause for just a moment to compile the Q&A roster. We will take our first question from Lorne Kalmar with Desjardins. Your line is open.

Lorne Kalmar
Analyst, Desjardins Capital Markets

Thank you, and good morning, everybody.

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

Morning.

Lorne Kalmar
Analyst, Desjardins Capital Markets

Maybe just, maybe just first on the guidance. Looks like the guidance range for FFO was kind of flat to down 5%. And I just wanted to get an idea of what you think needs to happen to reach the high end and what is contemplated in the downside scenario. Is it really mostly occupancy driven, or is there more at play there?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

Just to be clear, we have not provided guidance. That's what we were trying to make very clear in our press release. What we have provided is an indication of what we're striving for, which is flat metrics, while recognizing that there will be dependence on the timing of leasing, materializing. We have not provided guidance.

Lorne Kalmar
Analyst, Desjardins Capital Markets

Okay. Apologies for the misunderstanding. And then maybe just moving on to West Georgia. I, I believe the property has been up and running for a little bit now. When do you expect to take it in, and, and what kind of needs to happen to facilitate that?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

It is 82%, economically productive right now. The development is completed, and there will be incremental leasing accomplished at which point the permanent financing will be put in place, and according to the agreement, that's when we would buy into that property. So there just needs to be some incremental leasing done, and there is some currently under negotiation right now.

Lorne Kalmar
Analyst, Desjardins Capital Markets

Is there a particular threshold, like, does it need to get to 90%, as an example?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

I think if once it's over 90%, then we can maximize the amount of permanent financing to put on the property, which would be ideal.

Lorne Kalmar
Analyst, Desjardins Capital Markets

That makes sense. Fair enough. And then maybe just lastly, it looked like CapEx on the rental properties jumped up quite a bit this quarter. I was wondering if you could maybe give a little bit of color there and where you sort of see it trending over the next twelve months.

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

It would be just normal course CapEx, and I would expect 2024 to be similar to 2023.

Lorne Kalmar
Analyst, Desjardins Capital Markets

Okay. Thank you very much. I'll turn it back.

Operator

We will take our next question from Jonathan Kelcher with TD Cowen. Your line is open.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Thanks, good morning.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Morning.

Jonathan Kelcher
Director of Equity Research, TD Cowen

I guess I won't call it guidance, but on your the outlook that you put out in your press release, I'm just trying to square your comments on leasing, and leasing activity seem fairly constructive or positive. And I'm just trying to square that with the fact that you don't expect any occupancy gains in the first half of the year on your outlook.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

It's really just a function of the extended lease-up time frames, Jonathan. So there'll be leasing accomplished, but in terms of, let's say, cash-generating leasing, we're expecting that to start in the second half of the year.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Okay. So you're, you're and then you don't have a lot of rollovers this year. Are there any, like, larger non-renewals that you're aware of in the 7% that you've got rolling this year?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

This year? No. No.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Okay. So it'd be fair to say that you expect to end the year above 83.7% occupancy?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

We're not giving any sort of indication to that metric, but you can, you can read between the lines as we've described the first half of the year versus the second half of the year.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Okay. And then the 1.1 million sq ft of either under negotiation or prospective, like, how's the balance on that? Is it sort of 60/40 under negotiation versus prospects, or how should we think about that?

J.P. Mackay
SVP of Portfolio Management, Allied Properties Real Estate Investment Trust

That's correct, Jonathan. That's an appropriate breakdown.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Okay. And then just lastly, on your development program, it looks like you have roughly CAD 200 million to complete the program, and the total NOI from that, I guess you're estimating CAD 91 million-CAD 103 million. How much of that 91-103 was in Q4 results, and how much of that NOI still needs to still is gonna be coming on in the next year and a half or so?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

Just to give you some context on that, Jonathan, there was about CAD 39 million in the 2023 results. I don't have the exact quantification of how much that was in the Q4 results itself, but I can get that to you later.

Jonathan Kelcher
Director of Equity Research, TD Cowen

Okay. That's it for me. I'll turn it back. Thanks.

Operator

We will take our next question from Mario Saric with Scotiabank. Your line is open.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Hi. Good morning, and thank you for taking the questions. The first one, just sticking to development. I know you highlighted in the press release kind of the expected EBITDA, kind of to expect them to come in in 2024, and then the kind of run rate EBITDA from developments, starting in 2026. I think it was CAD 20 million and CAD 41 million, respectively. I think in the past, we've talked about potentially providing some FFO discussion on what FFO the developments could bring about. Is that something that you're open to doing today, or is that still a work in progress?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

That's not something that we're open to doing at this stage, Mario.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Got it. Okay. And then, coming back to the outlook, striving for flat, and then potentially up to 5% erosion. Just to clarify, your response on an initial question, the delta between the two is primarily related to timing in leasing, as opposed to anything to do with kind of your, your JV completions and, and how those are accounted for. Is that, is that fair?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

No, that's absolutely correct. It is, it is entirely based on, on timing of economic occupancy. Yes.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Got it.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Nothing to do with our joint ventures. Yeah.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

And when you talk about potentially a 5% erosion year-over-year, does that pertain to each of the FFO per unit, AFFO per unit, and same store NOI? I ask the question because if we look at what you're talking about from an occupancy standpoint, in terms of kind of going higher, in 2024, and then if you look at the mark-to-market that you've disclosed in the MD&A, it looks like the expiring rent is about 7% below your estimated market rent for 2024. So when I think about potentially higher occupancy and still a pretty decent mark-to-market, just trying to reconcile that to how, you know, same store NOI could erode up to 5%.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Yeah, contraction of up to 5% is really 0%-5%, as it covers all three of the metrics being FFO per unit, AFFO per unit, and same-asset NOI.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Okay. So it doesn't necessarily mean that it could be up to 5% for each individual one?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Exactly.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Got it. Okay, and then just my last question. The capitalized interest was down CAD 1.3 million versus Q3, but the capitalized G&A went up to CAD 0.4 million versus Q3. Can you just kind of explain the variance between the direction of those two?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

So in terms of direction, the capitalized interest this quarter is mainly because they've been transferred into rental portfolio, so certain properties have moved out of the PUD category, Mario, and that's why there is a little bit of reduction there. The G&A is pretty much in line with previous quarters.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Okay. So the G&A, like, the capitalization amount went up a bit quarter-over-quarter. So if properties are coming online, it doesn't necessarily impact the G&A capitalization the same as it would interest expense?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

... Exactly, because we did have some transaction cost-related capitalization to the UDC portfolio, and that's probably where you're seeing the gaps.

Mario Saric
Managing Director of Real Estate and REITs, Scotiabank

Got it. Okay. Great, thank you.

Operator

We will take our next question from Pammi Bir with RBC. Your line is open.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Thanks. Good morning. I just wanted to clarify the comments around occupancy, particularly with respect to the first half. You know, you mentioned you expect no economic occupancy gains in the first half, but, to clarify, you know, are you seeing like, are you saying there's potential for, occupancy to actually drop through the first half? And then, your comments were clear on the second half that you expect it to rise, but I just wanted to clarify the first half commentary.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

We're not going to be getting that granular at this stage, Pami.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Okay. Okay, and I think maybe looking a little further out to 2025, it's not necessarily, you know, guidance or anything, but I think, you know, you had talked about, you know, a sort of target or expectation that, you know, you could get to 94%-95% by the end of next year. I'm just curious, you know, how you feel about that at this point?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

I'm still feeling very confident that we will get back to a stabilized portfolio, which is in that 94%-95% range. But I'm not going to be commenting on the exact timing of that.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Okay, fair enough. Okay, just on the, on the developments, for, for this year, can you... and I'm not sure if I missed it, maybe in the MD&A, but what was the, what's sort of the outlook for, for spending this year?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

We have it in the cost to complete, right? What's-

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

We have it, it's on page 71, Pami. On the MD&A, we do show the estimated cost to complete by project.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Okay. Okay,

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

There's a lot of projects nearing completion.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Okay.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Yeah, all of our developments will be done by the end of next year, so we're really at the tail end of the investment in development.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Okay. All right, last one for me. You know, in terms of any sort of residential intensification in the portfolio, can you maybe just share, you know, in terms of any maybe opportunities that you've looked at to maybe monetize value? And, you know, is this something that you're looking at, maybe doing more work on, or, or have you been approached by, by other parties to perhaps, explore some of that?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

We're looking at that really on the periphery. We do see the opportunity to intensify on sites that we already own, with a residential component, really to build out what we think is the best way to be, community builders, which is with mixed-use sites. That being said, it's not our area of focus right now. Right now, we're, we're focused on leasing up and optimizing our urban office portfolios.

Pammi Bir
Managing Director of Real Estate and REITs, RBC Capital Markets

Thanks very much. I'll turn it back.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Thanks.

Operator

As a reminder, it is star one if you would like to ask a question, and we will take our next question from Gaurav Mathur with Laurentian Bank Securities. Your line is open.

Gaurav Mathur
Director of REIT Research, Laurentian Bank Securities

Thank you, and, good morning, everyone.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Good morning.

Gaurav Mathur
Director of REIT Research, Laurentian Bank Securities

Just focusing on the debt ladder here. Now, there isn't a significant amount of refinancing in 2024, but for 2025, you do have the CAD 200 million senior unsecured debenture and the CAD 400 million unsecured term loan. Could you perhaps discuss where refinancing rates would be on both?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Refinancing rates today, if we were to do a 10-year bond, what is it, Nan, like 6.8% coupon?

Nanthini Mahalingam
SVP and CFO, Allied Properties Real Estate Investment Trust

6.8% coupon, yeah.

Gaurav Mathur
Director of REIT Research, Laurentian Bank Securities

Okay. And, you know, just lastly, from a macro perspective, you know, given the broad decrease in office valuations on both sides of the border, could you perhaps speak to the Canadian lender's appetite for financing office assets in this environment?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

I mean, I think the higher quality assets are still able to find the financing that they need. We've been exploring as much on the secured side of debt financing, but we haven't... I mean, we don't, other than the unsecured debenture market, which we haven't tapped in a couple of years. I think with established relationships, the financing tends to come easier. And certainly with a higher quality portfolio, I don't anticipate us having any trouble. I think it's the lower quality office assets that struggle more. And I think, you know, quality is always the driving force behind the ability to get financing, so. And I think having a strong balance sheet is also helpful, just in general.

Gaurav Mathur
Director of REIT Research, Laurentian Bank Securities

Great. Thank you for the color, Cecilia. I'll turn it back to the operator.

Operator

And as a reminder, it is star one if you would like to ask a question, and we will take our next question from Sumayya Syed with CIBC. Your line is open.

Sumayya Syed
Director of REIT Research, CIBC World Markets Inc.

Thanks. Good morning. Just firstly, to follow up on your comments around lease up and the time frames, and this may be a question for J.P. So, what are more recent typical leasing time frames looking like, in your, I guess, ongoing conversations, and how do they compare to the more normalized time frames you've seen, previously?

J.P. Mackay
SVP of Portfolio Management, Allied Properties Real Estate Investment Trust

Right now we're seeing, as we've said, longer lease times, on average, anywhere from 12-18 months compared to pre-pandemic levels, which could have ranged between 3-6, maybe even 9 months at the high end.

Sumayya Syed
Director of REIT Research, CIBC World Markets Inc.

Okay. And then if you could just speak to the drivers for some of the non-renewals in the quarter, Elliott Street, 99 Spadina, and any known vacancy that could be on your radar.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Sorry, I'm not sure. What was the last part of your question? I understood the first part, the reason for non-renewals, which certainly we can speak to, but I didn't understand after that.

Sumayya Syed
Director of REIT Research, CIBC World Markets Inc.

Yeah, if there's any sort of known upcoming vacancies that are on your radar?

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Oh, I see. In terms of non-renewals, it's really related to just this economic environment. Companies have a harder time making long-term commitments, with the uncertainty in the economy, particularly interest rates. So as stability returns, and certainty returns, we do expect our level of renewal activity to improve. In terms of large maturities in the year, thankfully, we don't have any significant ones in 2024.

Sumayya Syed
Director of REIT Research, CIBC World Markets Inc.

Okay, great. Just lastly, just on the leasing side of things, where do you expect your tenant incentives to track for the year, maybe compared to what you saw in 2023?

J.P. Mackay
SVP of Portfolio Management, Allied Properties Real Estate Investment Trust

It's always deal specific. We have seen leasing costs stabilize. In 2023, our NERs were 10% higher than our NERs in 2022, but again, they are very much deal and unit specific. But generally speaking, we're seeing leasing costs stabilize across the portfolio.

Sumayya Syed
Director of REIT Research, CIBC World Markets Inc.

Okay, thank you. I'll turn it back.

Operator

We have no further questions at this time. I will now turn the call back to Ms. Cecilia Williams for closing remarks.

Cecilia Williams
President and CEO, Allied Properties Real Estate Investment Trust

Thanks, Abby, and thank you everyone for joining our conference call. We'll keep you updated on our progress going forward.

Operator

Ladies and gentlemen, this concludes today's call, and we thank you for your participation. You may now disconnect.

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