Kimco Realty Corp (NYSE:KIM) Q1 2020 Results Conference Call May 8, 2020 8:30 AM ET Company Participants David Bujnicki - Senior Vice President of Investor Relations and Strategy Conor Flynn - Chief Executive Officer Ross Cooper - President and Chief Investment Officer Glenn Cohen - Chief Financial Officer David Jamieson - Chief Operating Officer Raymond Edwards - Executive Vice President of Retailer Services Conference Call Participants Christine McElroy - Citigroup Greg McGinniss - Scotia Alexander Goldbe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 1-10899 Kimco Realty Corporation (Exact name of registrant as specified in its charter) | --- | |----------- ...

Kimco Realty Corp (NYSE:KIM) Q4 2019 Earnings Conference Call January 30, 2020 10:00 AM ET Company Participants David Bujnicki - SVP, IR & Strategy Conor Flynn - CEO & Director Ross Cooper - President & CIO Glenn Cohen - EVP, CFO & Treasurer David Jamieson - EVP & COO Conference Call Participants Christine McElroy - Citigroup Craig Schmidt - Bank of America Merrill Lynch Ki Bin Kim - SunTrust Robinson Humphrey Alexander Goldfarb - Piper Sandler & Co. Samir Khanal - Evercore ISI Greg McGinniss - Scotiabank H ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-10899 Kimco Realty Corporation (Exact name of registrant as specified in its charter) Maryland 13-2744380 (State or ot ...

Kimco Realty Corporation (NYSE:KIM) Q3 2019 Earnings Conference Call October 24, 2019 10:00 AM ET Company Participants David Bujnicki - SVP, IR and Strategy Conor Flynn - CEO Ross Cooper - President & Chief Investment Officer Glenn Gary Cohen - EVP, CFO and Treasurer David Jamieson - EVP & COO Raymond Edwards - EVP, Retailer Services Conference Call Participants Caitlin Burrows - Goldman Sachs Rich Hill - Morgan Stanley Christy McElroy - Citi Derek Johnston - Deutsche Bank Alexander Goldfarb - Sandler O'Nei ...

业绩总结 - 预计2019年调整后的FFO为608百万至625百万美元，每股FFO为1.44至1.48美元[85] - 自2015年以来，公司在82个项目上进行了423.5百万美元的总投资，混合回报率为9.8%[63] - 截至2019年6月30日，公司维持强大的流动性，拥有22.5亿美元的无担保信用额度[74] 用户数据 - 77%的年基础租金(ABR)来自于以杂货店为主的购物中心[7] - 63%的ABR来自于小型商铺，其中服务型租户占比最高[7] - 58%的ABR来自于服务和体验型租户[7] - 81%的ABR来自于主要大都市市场[7] - 96%的Kimco投资组合由在新零售环境中蓬勃发展的零售商组成[25] 市场展望 - 预计未来五年内，主要大都市市场人口将增长630万[20] - Kimco的平均租金每平方英尺自2013年以来上涨32%[46] 新项目与市场扩张 - 2019年新开店铺超过6,000家[9] - 新签的1,330份租约总面积超过7.7百万平方英尺，租金上涨37%[35] - 未来27个项目中，混合用途项目占21个，预计将增加497,000平方英尺的零售面积和2,811个住宅单位[70] - Dania Pointe项目的总投资预计为2.56亿美元，预计于2020年完成[54] - Mill Station项目零售面积为621K平方英尺，预租率为93%[57] - Staten Island的The Boulevard项目零售面积约为400K平方英尺，预租率为89%[59] - Pentagon Centre第一阶段住宅塔440个单位已开放，租赁率为46%[59] 财务结构 - 公司债务的加权平均到期时间为9.9年，属于REIT行业中最长的债务到期结构之一[77] - 净债务与调整后EBITDA的比例为6.0倍，包含合资企业和优先股的比例为7.5倍[74] - 2019年第三季度将赎回175百万美元的6.000%和175百万美元的5.625%优先股，预计将产生1140万美元的非现金费用[77]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-10899 Kimco Realty Corporation (Exact name of registrant as specified in its charter) Maryland 13-2744380 (State or other j ...