Corporate | 26 March 2014 10:36


Gazit-Globe Reports Year-End and Fourth Quarter 2013 Financial Results

DGAP-News: Gazit-Globe /

26.03.2014 / 10:36

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FFO and FFO Per Share Grew in 2013 by 10% and 6% Respectively; Same Property NOI
                                  Grew by 3.4%

TEL-AVIV, Israel, March 26, 2014 (GLOBE NEWSWIRE) -- Gazit-Globe (NYSE:GZT)
(TSX:GZT) (TASE:GZT), one of the world's leading multi-national real estate
companies focused on acquisition, development and redevelopment of
supermarket-anchored shopping centers in major urban markets, announced today
its financial results for the year and the fourth quarter ended December 31,
2013. 

References to the 'Group' relate to Gazit-Globe's consolidated statements.
References to the 'Company' relate to Gazit-Globe's stand-alone financial
statements. Unless otherwise stated, financial information included in this
press release relates to the 'Group'. 

Highlights:

  -- NOI for the year decreased by 2% to NIS 3,457 million (US$ 996 million)
     compared to NIS 3,544 million (US$ 1,021 million) in 2012. Excluding the
     effect of changes in exchange rates, the NOI increased by 4% compared to
     2012
  -- FFO for the year increased by 10% to NIS 585 million (US$ 169 million), or
     NIS 3.41 per share (US$ 0.98), compared to NIS 533 million (US$ 154
     million), or NIS 3.23 per share (US$ 0.93), in 2012
  -- Investments during the year totaled NIS 3.0 billion (US$ 0.9 billion) (NIS
     6.9 billion (US$ 2.0 billion), assuming consolidation of jointly controlled
     companies that are presented according to the equity method). The group
     also recycled capital from the divestiture of non-core assets in the amount
     of NIS 2.1 billion (US$ 0.6 billion) (NIS 2.2 billion (US$ 0.6 billion),
     assuming consolidation of jointly controlled companies that are presented
     according to the equity method)
  -- Same Property NOI for the year, excluding the effect of changes in exchange
     rates, grew by 3.4% compared to 2012
  -- Occupancy rate as of December 31, 2013 was 95.0%, similar to occupancy rate
     as of December 31, 2012
  -- Shareholders' equity as of December 31, 2013 totaled NIS 8,009 million (US$
     2,307 million), or NIS 45.6 per share (US$ 13.14), compared to NIS 7,849
     million (US$ 2,261 million), or NIS 47.5 per share (US$ 13.68), as of
     December 31, 2012
  -- EPRA NAV per share as of December 31, 2013 was NIS 58.3 (US$ 16.80)
     compared to NIS 60.7 per share (US$ 17.49) as of December 31, 2012
  -- As of December 31, 2013, the Group had liquid assets and unutilized
     revolving credit facilities in the amount of NIS 9.6 billion (US$ 2.8
     billion) of which NIS 3.5 billion (US$ 1.0 billion) is at the Company
     level. A jointly controlled company has additional NIS 1.5 billion (US$ 0.4
     billion) in cash
  -- As of December 31, 2013, net debt to total assets (LTV) was 55.0%, compared
     to 56.1% as of December 31, 2012
  -- The Company's Board of Directors declared a quarterly cash dividend of NIS
     0.45 per share payable on April 23, 2014 to shareholders of record as of
     April 7, 2014, which represents an annualized dividend per share of NIS
     1.80

Roni Soffer, President of Gazit-Globe: 'We have concluded a very positive year
for the group with strong growth in FFO and FFO per share and 3.4% growth in
same-property NOI. We continued to reduce our leverage, increase our financial
liquidity, which reached a level of NIS 9.6 billion, and execute our business
strategy of improving our portfolio's quality through the acquisition and
development of prime real estate in growing urban markets. We also continued to
recycle capital through the disposition of non-core assets while taking
advantage of investment opportunities in the real estate markets in which we
operate across the globe.' 

Some historical numbers were retroactively adjusted due to new accounting
standards 

Exchange rate as of December 31, 2013 of 1 USD = 3.471 NIS

Financial Highlights for 2013:

  -- Rental income decreased by 2% to NIS 5,146 million compared to NIS 5,249
     million in 2012. Excluding the effect of changes in exchange rates, rental
     income increased by 4% compared to 2012
  -- NOI for the year decreased by 2% to NIS 3,457 million compared to NIS 3,544
     million in 2012. Excluding the effect of changes in exchange rates, NOI
     increased by 4% compared to 2012
  -- Same-property NOI, excluding the effect of changes in exchange rates, grew
     by 3.4%, resulting from an increase of 2.9% in the same-property NOI from
     North America, a 3.9% increase in same-property NOI from Europe and a 3.6%
     increase in same-property NOI from Israel
  -- FFO for the year increased by 10% to NIS 585 million, or NIS 3.41 per
     share, compared to NIS 533 million, or NIS 3.23 per share, in 2012
  -- Net income attributable to the Company's shareholders for the year totaled
     NIS 977 million, or NIS 5.64 per share, compared to NIS 957 million, or NIS
     5.59 per share, in 2012
  -- Occupancy rate as of December 31, 2013 was 95.0%, similar to Occupancy rate
     as of December 31, 2012. Occupancy rate as of December 31, 2013 was 94.2%
     in North America, 96.4% in Europe and 97.1% in Israel
  -- The fair value gain from investment property and investment property under
     development was NIS 933 million compared to NIS 1,913 million in 2012
  -- Shareholders' equity as of December 31, 2013 totaled NIS 8,009 million, or
     NIS 45.6 per share, compared to NIS 7,849 million, or NIS 47.5 per share,
     as of December 31, 2012. The effect of changes in the exchange rates of the
     US Dollar, Canadian Dollar, Euro and Brazilian Real against the NIS
     (adjusted for currency SWAP transactions) resulted in a decrease of
     Shareholders' equity by NIS 722 million (NIS 4.1 per share)
  -- Cash flow from operating activities totaled NIS 1,218 million, compared to
     NIS 1,393 million in 2012

Financial Highlights for the three months ended December 31, 2013:

  -- Rental income decreased by 7% to NIS 1,269 million compared to NIS 1,370
     million in the fourth quarter of 2012. Excluding the effect of changes in
     exchange rates, rental income decreased by 1% compared to the fourth
     quarter of 2012
  -- NOI decreased by 6% to NIS 855 million compared to NIS 911 million in the
     fourth quarter of 2012. Excluding the effect of changes in exchange rates,
     NOI remained stable compared to the fourth quarter of 2012
  -- FFO increased by 7% to NIS 147 million, or NIS 0.84 per share, compared to
     NIS 137 million, or NIS 0.83 per share, in the fourth quarter of 2012
  -- Net income attributable to the Company's shareholders totaled NIS 238
     million, or NIS 1.34 per share, compared to NIS 224 million, or NIS 1.34
     per share, in the fourth quarter of 2012
  -- Cash flow from operating activities totaled NIS 646 million, compared to
     NIS 430 million in the fourth quarter of 2012
  -- The fair value gain from investment property and investment property under
     development was NIS 429 million, compared to NIS 441 million in the fourth
     quarter of 2012
  -- The effect of changes in the exchange rates of the US Dollar, Canadian
     Dollar, Euro and Brazilian Real against the NIS (adjusted for currency SWAP
     transactions) resulted in a decrease of Shareholders' equity by NIS 220
     million (NIS 1.3 per share)

Acquisition, Development and Redevelopment Activities:

  -- During 2013 the Group invested NIS 3.0 billion acquiring 11
     income-producing properties totaling 73 thousand square meters and adjacent
     land parcels for future development in a total amount of NIS 1.4 billion
     and an amount of NIS 1.6 billion in new development and redevelopment
     projects
  -- During the year, Citycon completed the acquisition of the Kista Galleria
     shopping center in Stockholm, Sweden, together with a JV partner (50%) for
     approximately EUR 530 million. In addition, during 2013ATR invested NIS 1.3
     billion in property acquisitions, development and redevelopment
  -- During the year the group sold non-core properties for a total amount of
     NIS 2.1 billion
  -- As of December 31, 2013, the Group had 10 properties under development with
     a gross leasable area of 204 thousand square meters and 27 properties under
     redevelopment with a gross leasable area of 358 thousand square meters with
     a total investment of NIS 5.1 billion. The additional cost to complete the
     properties under development and redevelopment totals NIS 1.4 billion

Financing Activities:

  -- During 2013, the Group raised NIS 1 billion in equity and NIS 7.7 billion
     in debentures and convertible debentures (including ATR). The debentures
     were issued with an average maturity of 8.3 years and average nominal
     interest rate of 4.08%
  -- The average cost of debt during 2013 was 4.9% compared to 5.1% during 2012


ACCOUNTING AND OTHER DISCLOSURES

The Company believes that publication of FFO, which is computed according to
EPRA guidance, more correctly reflects the operating results of the Company,
since the Company's financial statements are prepared in line with IFRS. In
addition, publication of FFO provides a better basis for the comparison of the
Company's operating results in a particular period with those of previous
periods and also provides a uniform financial measure for comparing the
Company's operating results with those published by other European property
companies. 

In addition, pursuant to the investment property guideline issued by the Israel
Securities Authority in January 2011, FFO is to be presented in the
'Description of the Company's Business' section of the annual report of
investment property companies on the basis of the EPRA criteria. 

As clarified in the EPRA and NAREIT position papers, the EPRA Earnings and the
FFO measures do not represent cash flows from operating activities according to
accepted accounting principles, nor do they reflect the cash held by a company
or its ability to distribute that cash, and they are not a substitute for the
reported net income. Furthermore, it is clarified that these measures are not
audited by the Company's independent auditors. 

CONFERENCE CALL/WEB CAST INFORMATION

Gazit-Globe will host a conference call and webcast in English on Wednesday,
March 26, 2014 at 5:00 pm Israel Time / 3:00 pm Central European Time / 11:00
am Eastern Time, to review the fourth quarter and year-end 2013 financial
results. Shareholders, analysts and other interested parties can access the
conference call by dialing 1 877 280 2296 (U.S./Canada) or 0800 279 4977 (U.K.)
or +44 (0) 20 3427 1917 (International) or 1809 212 923 (Israel), or on the
Company's website www.gazit-globe.com. (Conference ID 2722093) 

For those unable to participate during the call, a replay will be available for
future review on Gazit-Globe's website under Investor Relations. 

About Gazit-Globe

Gazit-Globe is one of the largest owners, developers and operators of
predominantly supermarket-anchored shopping centers in major urban markets
around the world. Gazit-Globe is listed on the New York Stock Exchange
(NYSE:GZT), the Toronto Stock Exchange (TSX:GZT) and the Tel Aviv Stock
Exchange (TASE:GZT) and is included in the TA-25 and Real-Estate 15 indices in
Israel. Gazit-Globe owns and operates 577 properties in more than 20 countries,
with a gross leasable area of approximately 6.6 million square meters and a
total value of more than US$22 billion. 

FOR ADDITIONAL INFORMATION

A comprehensive copy of the Company's annual report is available on Gazit-Globe
website at www.gazit-globe.com 

Investors Contact: IR@gazitgroup.com, Media Contact: press@gazitgroup.com

Gazit-Globe Headquarters, Tel-Aviv, Israel, Tel: +972 3 6948000 / New York
Office, Tel: +1 212 897 9741 

FORWARD LOOKING STATEMENTS

This release may contain forward-looking statements within the meaning of
applicable securities laws. In the United States, these statements are made
pursuant to the safe harbor provisions of the Private Securities Litigation
Reform Act of 1995. Such statements involve a number of known and unknown risks
and uncertainties, many of which are outside our control, that could cause our
future results, performance or achievements to differ significantly from the
results, performance or achievements expressed or implied by such
forward-looking statements. Important factors that could cause or contribute to
such differences include risks detailed in our public filings with the SEC and
the Canadian Securities Administrators. Except as required by applicable law,
we undertake no obligation to update any forward-looking or other statements
herein, whether as a result of new information, future events or otherwise. 

Below please find excerpts from our 2013 Annual Report. For our full 2013
Annual Report in English, please go to
http://www.gazitglobe.com/financial-reports. 



CONSOLIDATED STATEMENTS OF FINANCIAL POSITION                   
-----------------------------------------------------------------
                                                                
                                                  December 31,  
                                                ----------------
                                                  2013     2012 
                                                ----------------
                                                 NIS in millions
                                                ----------------
                     ASSETS                                     
                                                                
CURRENT ASSETS                                                  
                                                                
 Cash and cash equivalents                         1,018   1,683
 Short-term investments and loans                    504     538
 Marketable securities                               100     101
 Financial derivatives                                39      81
 Trade receivables                                   831     744
 Other accounts receivable                           298     216
 Inventory of buildings and apartments for sale      703     712
 Income taxes receivable                              19      15
                                                ----------------
                                                                
                                                   3,512   4,090
Assets classified as held for sale                   611   1,482
                                                ----------------
                                                                
                                                   4,123   5,572
                                                ----------------
                                                                
NON-CURRENT ASSETS                                              
 Equity-accounted investees                        5,919   4,713
 Other investments, loans and receivables            659     713
 Available-for-sale financial assets                 435     339
 Financial derivatives                               769     929
 Investment property                              53,309  55,465
 Investment property under development             2,479   2,806
 Non-current inventory                                23      23
 Fixed assets, net                                   160     187
 Intangible assets, net                              106     117
 Deferred taxes                                      106     198
                                                ----------------
                                                                
                                                  63,965  65,490
                                                ----------------
                                                                
                                                  68,088  71,062
                                                ================

                                                                               
CONSOLIDATED STATEMENTS OF FINANCIAL POSITION                                  
--------------------------------------------------------------------------------
                                                                               
                                                                 December 31,  
                                                               ----------------
                                                                 2013     2012 
                                                               ----------------
                                                                NIS in millions
                                                               ----------------
                    LIABILITIES AND EQUITY                                     
                                                                               
CURRENT LIABILITIES                                                            
 Credit from banks and others                                       257     351
 Current maturities of non-current liabilities                    2,914   2,382
 Financial derivatives                                               32      12
 Trade payables                                                     936     914
 Other accounts payable                                           1,253   1,256
 Advances from customers and buyers of apartments                   259     257
 Income taxes payable                                                34      52
                                                               ----------------
                                                                               
                                                                  5,685   5,224
Liabilities attributed to assets held for sale                       73     168
                                                               ----------------
                                                                               
                                                                  5,758   5,392
                                                               ----------------
                                                                               
NON-CURRENT LIABILITIES                                                        
 Debentures                                                      22,231  18,500
 Convertible debentures                                           1,221   1,197
 Interest-bearing loans from financial institutions and others   12,692  19,433
 Financial derivatives                                              169     472
 Other liabilities                                                  198     353
 Deferred taxes                                                   3,000   3,066
                                                               ----------------
                                                                               
                                                                 39,511  43,021
                                                               ----------------
                                                                               
EQUITY ATTRIBUTABLE TO EQUITY HOLDERS OF THE COMPANY                           
 Share capital                                                      229     219
 Share premium                                                    4,288   3,805
 Retained earnings                                                5,378   4,699
 Foreign currency translation reserve                           (2,006)   (913)
 Other reserves                                                     141      60
 Loans granted for purchase of Company's shares *)                   --      --
 Treasury shares                                                   (21)    (21)
                                                               ----------------
                                                                               
                                                                  8,009   7,849
Non-controlling interests                                        14,810  14,800
                                                               ----------------
                                                                               
Total equity                                                     22,819  22,649
                                                               ----------------
                                                                               
                                                                 68,088  71,062
                                                               ================
*) Represents an amount of less than NIS 1 million.                            
                                                                               

CONSOLIDATED STATEMENTS OF INCOME                                               
--------------------------------------------------------------------------------
- 
                                                                                
                                                              Year ended        
                                                              December 31,      
                                                      --------------------------
                                                        2013     2012     2011  
                                                      --------------------------
                                                        NIS in millions (except 
                                                                for per         
                                                              share data)       
                                                      --------------------------
                                                                                
Rental income                                            5,146    5,249    4,718
Property operating expenses                              1,689    1,705    1,522
                                                      --------------------------
                                                                                
Net operating rental income                              3,457    3,544    3,196
                                                      --------------------------
                                                                                
Revenues from sale of buildings, land and                1,794    1,749    1,001
 construction works performed                                                   
Cost of buildings sold, land and construction works      1,667    1,665      967
 performed                                                                      
                                                      --------------------------
                                                                                
Gross profit from sale of buildings, land and              127       84       34
 construction works performed                                                   
                                                      --------------------------
                                                                                
Total gross profit                                       3,584    3,628    3,230
                                                      --------------------------
                                                                                
Fair value gain from investment property and               933    1,913    1,670
 investment property under development, net                                     
General and administrative expenses                      (582)    (648)    (733)
Other income                                               218      164      115
Other expenses                                            (74)     (47)    (110)
Company's share in earnings of equity-accounted            161      299      334
 investees, net                                                                 
                                                      --------------------------
                                                                                
Operating income                                         4,240    5,309    4,506
                                                                                
Finance expenses                                       (2,185)  (2,214)  (2,197)
Finance income                                             549      120       72
                                                      --------------------------
                                                                                
Income before taxes on income                            2,604    3,215    2,381
Taxes on income                                            294      681      328
                                                      --------------------------
                                                                                
Net income                                               2,310    2,534    2,053
                                                      ==========================
                                                                                
Attributable to:                                                                
 Equity holders of the Company                             977      957      719
 Non-controlling interests                               1,333    1,577    1,334
                                                      --------------------------
                                                         2,310    2,534    2,053
                                                      ==========================
                                                                                
Net earnings per share attributable to equity holders                           
 of the Company:                                                                
 Basic net earnings                                       5.70     5.80     4.65
                                                      ==========================
                                                                                
 Diluted net earnings                                     5.64     5.59     4.30
                                                      ==========================

                                                                                
FFO (EPRA Earnings)                                                             
--------------------------------------------------------------------------------
- 
     The table below presents the calculation of the Company's FFO, computed    
      according to the directives of EPRA and the guidelines of the Israel      
      Securities Authority, and its FFO per share for the stated periods:       
                                              For the              For the 3    
                                            year ended            months ended  
                                            December 31            December 31  
                                    --------------------------------------------
                                      2013     2012     2011     2013     2012  
                                    --------------------------------------------
                                       NIS in millions (except per share data)  
                                    --------------------------------------------
                                                                                
Net income attributable to equity        977      957      719      238      224
 holders of the Company for the                                                 
 period                                                                         
                                                                                
Adjustments:                                                                    
Fair value gain from investment        (933)  (1,913)  (1,670)    (429)    (441)
 property and investment property                                               
 under development, net                                                         
Capital loss on sale of investment        52        5       63       13        8
 property                                                                       
Impairment of goodwill                    --       --       38       --       --
Changes in the fair value of           (435)     (36)      179    (143)    (147)
 financial instruments, including                                               
 derivatives, measured at fair                                                  
 value through profit or loss                                                   
Adjustments with respect to               60     (43)    (131)       54       77
 companies presented according to                                               
 the equity method                                                              
Loss from decrease in interest in         11        4        1        1        1
 affiliates                                                                     
Deferred taxes and current taxes         272      668      324      170      228
 with respect to disposal of                                                    
 properties                                                                     
Gain from bargain purchase             (173)    (134)    (102)       --       --
Acquisition costs recognized in           10       26       21        5        6
 profit or loss                                                                 
Loss (gain) from early redemption        142      147       14      (3)      132
 of interest-bearing liabilities                                                
 and financial derivatives                                                      
Non-controlling interests' share in      368      685      646      227       83
 above adjustments                                                              
                                    --------------------------------------------
                                                                                
Nominal FFO                              351      366      102      133      171
                                    ============================================
                                                                                
Additional adjustments:                                                         
CPI and exchange rate linkage            152       94      133     (11)     (40)
 differences                                                                    
Depreciation and amortization             16       16       15        4        4
Adjustments with respect to               27        2       67       13     (13)
 companies presented according to                                               
 the equity method                                                              
Other adjustments(1)                      39       55       88        8       15
                                    --------------------------------------------
                                                                                
FFO according to the management          585      533      405      147      137
 approach                                                                       
                                    ============================================
FFO according to the management         3.42     3.23     2.62     0.84     0.83
 approach per share (in NIS)                                                    
                                    ============================================
FFO according to the management         3.41     3.23     2.62     0.84     0.83
 approach per share (diluted) (in                                               
 NIS)                                                                           
                                    ============================================
Number of shares used in the basic   171,103  164,912  154,456  175,787  165,136
 FFO per share calculation(2) (in                                               
 thousands)                                                                     
                                    ============================================
Number of shares used in the         171,413  165,016  154,783  176,092  165,354
 diluted FFO per share                                                          
 calculation(2) (in thousands)                                                  
                                    ============================================
                                                                                
(1) Income and expenses adjusted against the net income for the purpose of      
 calculating FFO, which include the adjustment of expenses and income from      
 extraordinary legal proceedings not related to the Reporting Periods, expenses 
 arising from non-recurring payments relating to the termination of engagements 
 with senior Group officers, as well as income and expenses from operations not 
 related to income-producing property. Also, with regard to 2011, the data      
 include the adjustment of income from the waiver of the bonus and the          
 compensation with respect to the expiration of the employment agreement of the 
 Chairman of the Board of Directors.                                            
                                                                                
(2) Weighted average for the period.                                            




         CONTACT: Gazit-Globe Ltd.
         1 HaShalom Rd.
         Tel Aviv, Israel 67892
         +972 3 694 8000
         
         For additional information:
         Gil Kotler,
         Senior Executive VP and CFO
News Source: NASDAQ OMX


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26.03.2014 Dissemination of a Corporate News, transmitted by DGAP - a
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Language:    English       
Company:     Gazit-Globe   
 
 
             Israel        
ISIN:        PAL0605071A3  
 
 
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