Investors

Acadia Realty Trust Announces Special Dividend, $4.4 Million Impairment Charge and Revised 2008 Earnings Guidance

News Release

 View printer-friendly version << Back
Dec 18, 2008

Acadia Realty Trust Announces Special Dividend, $4.4 Million Impairment Charge and Revised 2008 Earnings Guidance

NEW YORK--(BUSINESS WIRE)--Dec. 18, 2008--Acadia Realty Trust (NYSE:AKR - "Acadia" or the "Company") announced today that its Board of Trustees has declared a special dividend payable to holders of its Common Shares of approximately $0.55 per share, or $18,000,000 in the aggregate. The Company also announced as a result of its review of its preferred equity and mezzanine investments, that it is providing an impairment charge of $4.4 million against a mezzanine investment.

Special Dividend

The special dividend, which is associated with taxable gains for 2008 arising from property dispositions, is payable on January 30, 2009, to shareholders of record on December 31, 2008, and Acadia's Common Shares will begin trading "ex-dividend" on December 29, 2008.

Acadia previously announced the declaration and payment of its regular dividend for the quarter ended, December 31, 2008, of $0.21 per Common Share payable on January 15, 2009 to holders of record as of December 31, 2008.

The special dividend will be payable in cash, Common Shares or in any combination of cash and Common Shares. Subject to Acadia's right to pay the entire dividend in cash, shareholders will have the option to make an election to receive payment in cash or in Common Shares, however, the aggregate amount of cash payable to shareholders, other than cash payable in lieu of fractional shares, will not exceed $1,800,000. For shareholders who do not make an election, Acadia reserves the right to pay the dividend in the form of cash, Common Shares or any combination of cash and Common Shares, in its sole discretion. As noted above, Acadia reserves the right, in its sole discretion, to pay the entire dividend in cash.

Acadia expects the special dividend to be a taxable dividend to its shareholders, without regard to whether a particular shareholder receives the dividend in the form of cash or shares. It therefore allows Acadia to avoid corporate-level income and excise taxes for 2008, preserving cash for other corporate purposes.

The number of shares issued in the special dividend will be calculated based on the average of the volume weighted trading price per share of Acadia's Common Shares on the New York Stock Exchange on January 16 and 20, 2009.

A prospectus and election form will be filed with the Securities and Exchange Commission and will be mailed to shareholders of record promptly after December 31, 2008. The prospectus will describe in more detail the terms of the special dividend, including the ability of shareholders to elect to receive the special dividend in the form of cash or Acadia's Common Shares, and a limitation on the aggregate amount of cash to be included in the special dividend as well as Acadia's option to change the method of payment. The cash or share election must be exercised and received by Acadia's transfer agent prior to 5:00 p.m. (EST) on January 16, 2008. Acadia reserves the right, in its sole discretion, to cancel the share election and pay the entire special dividend in cash.

Registered shareholders with questions regarding the special dividend may call American Stock Transfer & Trust Company, LLC, Acadia's transfer agent, toll-free at 1-800-937-5449. If Common Shares are held through a bank, broker or nominee, and shareholders have questions regarding the special dividend; please contact such bank, broker or nominee, who will also be responsible for communicating to you the election information and submitting the election form on your behalf.

Impairment Charge

During 2004, Acadia provided a $3.0 million mezzanine loan to help fund a redevelopment project of the retail complexes associated with seven public rest stops along the toll roads in and around Chicago, Illinois (the "Project"). This investment included a right of first offer to acquire an ownership interest in the Project. As a result of economic conditions, including the current disruption in the credit markets, the owner has experienced difficulty in stabilizing and refinancing the Project. The owner is currently in default under the first mortgage loan, but has entered into a standstill agreement with the first mortgage lender, as well as with the Company. While Acadia has been engaged in discussions with the owner and the first mortgage lender to restructure the debt and provide a portion of the additional capital required to stabilize the Project, these discussions have not, to date, resulted in a successful resolution. Accordingly, the Company is providing an impairment charge equal to 100% of its original mezzanine loan and the related accrued interest aggregating $4.4 million, or approximately $0.13 per share.

As a result of this charge, the Company is revising its projected 2008 annual funds from operations ("FFO") to a range of $1.17 to $1.22 per share. Excluding this asset impairment, the Company's projected FFO would have been consistent with its previous FFO guidance of $1.30 to $1.35 per share. Earnings per share ("EPS") is currently projected to range from $0.92 to $1.02, compared with the previous forecast of $1.05 to $1.15. Please see Acadia's third quarter earnings press release dated October 29, 2008 for a reconciliation of GAAP net income to FFO for the three and nine months ended September 30, 2008.

As of September 30, 2008, Acadia's preferred equity investments, notes receivable and accrued interest thereon aggregated $133.9 million. Of this amount, $85.3 million represents investments collateralized by a senior preferred equity interest in a portfolio of 23 properties located primarily in Georgetown, Washington D.C. and by an assignment of the ownership interests in a mixed-use retail and residential development at 72nd Street and Broadway on the Upper West Side of Manhattan. Of the remaining $44.2 million (net of the $4.4 million reserve), $27.3 million represents first mortgage loans. Based on management's review of the underlying collateral and security of the preferred equity and mezzanine portfolio, it has determined that no additional reserves are currently required.

Acadia Realty Trust, headquartered in White Plains, NY, is a fully integrated, self-managed and self-administered equity REIT focused primarily on the ownership, acquisition, redevelopment and management of retail and mixed-use properties including neighborhood and community shopping centers located in urban and suburban markets in major metropolitan areas.

Certain matters in this press release may constitute forward-looking statements within the meaning of the federal securities laws, including statements relating to our future financial results, and as such may involve known and unknown risks, uncertainties and other factors which may cause the actual results, performances or achievements of Acadia to be materially different from any future results, performances or achievements expressed or implied by such forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, the possibility of additional defaults by borrowers in connection with the Company's preferred equity and mezzanine loan portfolio and those discussed under the headings "Management's Discussion and Analysis of Financial Condition and Results of Operations" and "Risk Factors" in the Company's most recent annual report on Form 10-K filed with the SEC on February 29, 2008 (the "Form 10-K") and other periodic reports filed with the SEC, including risks related to: (i) the Company's reliance on revenues derived from major tenants; (ii) the Company's limited control over joint venture investments; (iii) the Company's partnership structure; (iv) real estate and the geographic concentration of our properties; (v) market interest rates; (vi) leverage; (vii) liability for environmental matters;(viii) the Company's growth strategy; (ix) the Company's status as a REIT (x) uninsured losses and (xi) the loss of key executives. Copies of the Form 10-K and the other periodic reports Acadia files with the SEC are available on the Company's website at www.acadiarealty.com. Any forward-looking statements in this press release speak only as of the date hereof. Acadia expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Acadia's expectations with regard thereto or change in events, conditions or circumstances on which any such statement is based.


    CONTACT: Acadia Realty Trust
             Jon Grisham, 914-288-8100

    Source: Acadia Realty Trust