Q4 2025 Eastgroup Properties Inc Earnings Call Transcript

Feb 5, 2026 / 03:00 PM GMT

Release Date Price: MXN3725.5

Transcript 10-K8-K

Key Points

Positve

EastGroup Properties Inc (EGP) reported strong funds from operations (FFO) growth of 8.8% for the quarter and 7.7% for the year.
Occupancy rates remained high at 96.5%, with same-store occupancy at 97.4%, indicating strong demand for their properties.
The company achieved significant leasing spreads, with quarterly releasing spreads at 35% GAAP and 19% cash.
EastGroup Properties Inc (EGP) has a diversified rent roll, with the top 10 tenants accounting for only 6.8% of rents.
The company has a strong balance sheet with a debt to total market capitalization of 14.7% and significant available capacity on their bank credit facilities.

Negative

Development pipeline leasing is progressing at a slower pace, impacting projected yields and development start projections.
There is increasing difficulty in attaining zoning and permitting, which could challenge future supply.
The company anticipates a decline in same-store sales as development business grows, impacting short-term financial metrics.
Market rent growth has not yet translated into increased rents, despite optimistic projections.
The company faces potential risks from macroeconomic factors and headline volatility, which could impact long-term decision-making.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EGP.N - Eastgroup Properties Inc
Q4 2025 Eastgroup Properties Inc Earnings Call
Feb 05, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen and welcome to the East Group Properties' 4th quarter, 2025 earnings conference and webcast.

At this time, I want journalist and only mode following the presentation, we left a question-and-answer session.

Should you have any questions, please press star one on your touchho phone.

We ask that you please limit yourself to one question.

If you have additional questions, you may press star one again.

If at any time during this call you need assistance, please press 0 for the operator.

This call is being recorded on Thursday, February 5th, 2026.

I would now let you turn the conference over to Marshall Loeb, CEO.

Please go

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