Corporate | 28 May 2014 10:20


Gazit-Globe Reports First Quarter 2014 Financial Results

DGAP-News: Gazit-Globe /

28.05.2014 / 10:20

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          FFO Totaled NIS 151 Million; Same Property NOI Grew by 2.2%
                                        
The Group Liquidity Totaled NIS 9.8 Billion, of Which NIS 3.6 Billion is at the
                                  Company Level

TEL-AVIV, Israel, May 28, 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 first quarter ended March 31, 2014. 

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 quarter decreased by 7% to NIS 817 million (US$ 234 million)
     compared to NIS 883 million (US$ 253 million) in same quarter last year.
     Excluding the effect of changes in exchange rates, NOI increased by 1%
     compared to same quarter last year
  -- FFO for the quarter increased by 1% to NIS 151 million (US$ 43 million), or
     NIS 0.86 per share (US$ 0.25), compared to NIS 150 million (US$ 43
     million), or NIS 0.90 per share (US$ 0.26), in same quarter last year. The
     number of shares grew by 6% between the periods
  -- Investments during the quarter totaled NIS 783 million (US$ 225 million).
     The group also recycled capital from the divestiture of non-core assets in
     the amount of NIS 127 million (US$ 36 million). (Assuming consolidation of
     jointly controlled companies that are presented according to the equity
     method, total investments summed NIS 0.9 billion (US$ 0.3 billion), and
     divestiture of non-core assets totaled NIS 128 million (US$ 37 million))
  -- Same Property NOI for the quarter, excluding the effect of changes in
     exchange rates, grew by 2.2% compared to same quarter last year
  -- Occupancy rate as of March 31, 2014 increased to 95.3%, compared to
     occupancy rate of 95.0% as of December 31, 2013, and 94.7% as of March 31,
     2013
  -- Shareholders' equity as of March 31, 2014 totaled NIS 8,071 million (U.S.$
     2,315 million), or NIS 45.9 per share (U.S.$ 13.16), compared to NIS 8,009
     million (U.S.$ 2,297 million), or NIS 45.6 per share (U.S.$ 13.08), as of
     December 31, 2013, and to NIS 7,618 million (U.S.$ 2,185 million), or NIS
     46.1 per share (U.S.$ 13.22), as of March 31, 2013
  -- EPRA NAV per share as of March 31, 2014 was NIS 57.5 (U.S.$ 16.49) compared
     to NIS 58.3 per share (U.S.$ 16.72) as of December 31, 2013, and NIS 58.7
     per share (U.S.$ 16.83) as of March 31, 2013
  -- As of March 31, 2014, the Group had liquid assets and unutilized revolving
     credit facilities in the amount of NIS 9.8 billion (US$ 2.8 billion) of
     which NIS 3.6 billion (US$ 1.0 billion) is at the Company level. A jointly
     controlled company (Atrium) has additional NIS 1.4 billion (US$ 0.4
     billion) in cash
  -- As of March 31, 2014, net debt to total assets (LTV) was 55.3%, compared to
     55.0% as of December 31, 2013, and 55.6% as of March 31, 2013
  -- The Company's Board of Directors declared a quarterly cash dividend of NIS
     0.45 per share, which represents an annualized dividend per share of NIS
     1.80, payable on July 8, 2014 to shareholders of record as of June 25, 2014

Roni Soffer, President of Gazit-Globe: 'We conclude another positive quarter in
which we continued to enhance the quality of our portfolio through capital
recycling, acquisition, development and redevelopment of prime retail
properties. The Group also continued, on both the company and subsidiary
levels, to enhance its liquidity and strengthen its balance sheet. We thereby
remain well-positioned to take advantage of opportunities that arise in the
global real estate markets.' 

Exchange rate as of March 31, 2014 of 1 USD = 3.487 NIS

Financial Highlights for first quarter 2014:

  -- Rental income decreased by 8% to NIS 1,227 million compared to NIS 1,340
     million in the first quarter 2013. Excluding the effect of changes in
     exchange rates, rental income remained stable compared to the first quarter
     2013
  -- NOI for the quarter decreased by 7% to NIS 817 million compared to NIS 883
     million in the first quarter 2013. Excluding the effect of changes in
     exchange rates, NOI increased by 1% compared to the first quarter 2013
  -- Same-property NOI, excluding the effect of changes in exchange rates, grew
     by 2.2%, resulting from an increase of 1.7% in the same-property NOI from
     North America, a 2.8% increase in same-property NOI from Europe and a 1.2%
     increase in same-property NOI from Israel
  -- FFO for the quarter increased by 1% to NIS 151 million, or NIS 0.86 per
     share, compared to NIS 150 million, or NIS 0.90 per share, in the first
     quarter 2013. The number of shares grew by 6% between the periods
  -- Net income attributable to the Company's shareholders totaled NIS 204
     million, or NIS 1.16 per share, compared to NIS 345 million, or NIS 2.08
     per share, in the first quarter 2013. The decrease in the net income this
     quarter resulted mainly from higher revaluations of investment properties
     and financial derivatives in the same quarter last year.
  -- Occupancy rate as of March 31, 2014 increased to 95.3%, compared to
     occupancy rate of 95.0% as of December 31, 2013. Occupancy rate as of March
     31, 2014 was 94.7% in North America, 96.3% in Europe and 97.8% in Israel
  -- The fair value gain from investment property and investment property under
     development was NIS 25 million compared to NIS 185 million in the first
     quarter 2013
  -- Shareholders' equity as of March 31, 2014 totaled NIS 8,071 million, or NIS
     45.9 per share, compared to NIS 8,009 million, or NIS 45.6 per share, as of
     December 31, 2013, and to NIS 7,618 million, or NIS 46.1 per share, as of
     March 31, 2013.
  -- Cash flow from operating activities totaled NIS 187 million, compared to
     NIS 64 million in the first quarter 2013

Acquisition, Development and Redevelopment Activities:

  -- During the three months ended March 31, 2014, the Group invested NIS 783
     million acquiring 3 income-producing properties totaling 34 thousand square
     meters and adjacent land parcels for future development in a total amount
     of NIS 575 million and an amount of NIS 208 million in new development and
     redevelopment projects
  -- During the three months ended March 31, 2014, the group sold non-core
     properties for a total amount of NIS 127 million
  -- As of March 31, 2014, the Group had 9 properties under development with a
     gross leasable area of 166 thousand square meters and a total investment of
     NIS 1,321 million, and 26 properties under redevelopment with a gross
     leasable area of 373 thousand square meters and a total investment of NIS
     3,572 million. The additional cost to complete the properties under
     development and redevelopment totals NIS 2,006 million

Financing Activities:

  -- During the three months ended March 31, 2014, the Group raised NIS 0.9
     billion in debentures
  -- The average cost of debt during the three months ended March 31, 2014, was
     4.3% compared to 4.7% in the same period of 2013

Additional Information and Events Subsequent to the Reporting Date:

  -- Subsequent to the Reporting Date, Citycon announced that it is raising
     approximately EUR 400 million in new capital. Approximately 77.9 million
     shares (for an aggregate amount of approximately EUR 206 million at a price
     of EUR 2.65 per share) will be issued in the form of a directed share
     issuance to the CPP Investment Board European Holdings S.ar.l ('CPPIBEH'),
     a wholly owned subsidiary of the Canada Pension Plan Investment Board.
     Subsequent to the completion of the directed share issuance, a rights
     issuance of up to approximately 74.2 million new shares will be offered to
     CTY's shareholders at the same subscription price of EUR 2.65 per share,
     raising an aggregate additional amount of approximately EUR 200 million for
     CTY.

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,
May 28, 2014 at 5:00 pm Israel Time / 3:00 pm Central European Time / 10:00 am
Eastern Time, to review the first quarter 2014 financial results. Shareholders,
analysts and other interested parties can access the conference call by dialing
1 855 217 7942 (U.S./Canada) or 0800 279 4843 (U.K.) or +44 (0) 20 3364 5728
(International) or 1809 212 889 (Israel), or on the Company's website
www.gazit-globe.com. (Conference ID 8826320) 

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 570 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 first quarter 2014 financial Report. For
our first quarter 2014 financial Report in English, please go to
http://www.gazitglobe.com/financial-reports. 



CONSOLIDATED STATEMENTS OF FINANCIAL POSITION                                   
--------------------------------------------------------------------------------
- 
                                                                                
                                                                                
                                                       March 31,    December 31,
                                                   ----------------             
                                                     2014    2013       2013    
                                                   -----------------------------
                                                           NIS in millions      
                                                   -----------------------------
     ASSETS                                                                     
                                                                                
CURRENT ASSETS:                                                                 
                                                                                
     Cash and cash equivalents                         921   1,914         1,018
     Short-term deposits and loans                     450     422           504
     Marketable securities                             109      76           100
     Financial derivatives                              54      96            39
     Trade receivables                                 872     736           831
     Other accounts receivable                         282     275           298
     Inventory of buildings and apartments for         737     699           703
      sale                                                                      
     Income taxes receivable                            20      23            19
                                                   -----------------------------
                                                                                
                                                     3,445   4,241         3,512
                                                                                
Assets classified as held for sale                     931   1,267           611
                                                   -----------------------------
                                                                                
                                                     4,376   5,508         4,123
                                                   -----------------------------
NON-CURRENT ASSETS                                                              
                                                                                
     Equity-accounted investees                      5,961   5,181         5,919
     Other investments, loans and receivables          423     739           659
     Available-for-sale financial assets               438     330           435
     Financial derivatives                             838   1,073           769
     Investment property                            53,114  54,193        53,309
     Investment property under development           2,504   2,318         2,479
     Non-current inventory                               4      23            23
     Fixed assets, net                                 162     183           160
     Intangible assets, net                            104     112           106
     Deferred taxes                                    111     186           106
                                                   -----------------------------
                                                                                
                                                    63,659  64,338        63,965
                                                   -----------------------------
                                                                                
                                                    68,035  69,846        68,088
                                                   =============================

                                                                                
CONSOLIDATED STATEMENTS OF FINANCIAL POSITION                                   
--------------------------------------------------------------------------------
- 
                                                                                
                                                       March 31,       December 
                                                                         31,    
                                                   ------------------           
                                                     2014     2013       2013   
                                                   -----------------------------
                                                           NIS in millions      
                                                   -----------------------------
     LIABILITIES AND EQUITY                                                     
                                                                                
CURRENT LIABILITIES                                                             
                                                                                
     Credit from banks and others                       506      479         257
     Current maturities of non-current liabilities    2,441    2,591       2,914
     Financial derivatives                               19       28          32
     Trade payables                                     888      754         936
     Other accounts payable                           1,291    1,340       1,253
     Advances from customers and buyers of              267      260         259
      apartments                                                                
     Income taxes payable                                37       35          34
                                                   -----------------------------
                                                                                
                                                      5,449    5,487       5,685
Liabilities attributed to assets held for sale          119      142          73
                                                   -----------------------------
                                                                                
                                                      5,568    5,629       5,758
                                                   -----------------------------
     NON-CURRENT LIABILITIES                                                    
                                                                                
     Debentures                                      22,891   18,750      22,231
     Convertible debentures                           1,184    1,341       1,221
     Interest-bearing loans from financial           12,324   17,928      12,692
      institutions and others                                                   
     Financial derivatives                              177      391         169
     Other liabilities                                  193      363         198
     Deferred taxes                                   3,010    3,045       3,000
                                                   -----------------------------
                                                                                
                                                     39,779   41,818      39,511
                                                   -----------------------------
                                                                                
EQUITY ATTRIBUTABLE TO EQUITY HOLDERS OF THE                                    
 COMPANY                                                                        
                                                                                
     Share capital                                      229      219         229
     Share premium                                    4,295    3,810       4,288
     Retained earnings                                5,503    4,973       5,378
     Foreign currency translation reserve           (2,068)  (1,417)     (2,006)
     Other reserves                                     133       54         141
     Loans granted for purchase of Company's             --       --          --
      shares *)                                                                 
     Treasury shares                                   (21)     (21)        (21)
                                                   -----------------------------
                                                                                
                                                      8,071    7,618       8,009
Non-controlling interests                            14,617   14,781      14,810
                                                   -----------------------------
                                                                                
Total equity                                         22,688   22,399      22,819
                                                   -----------------------------
                                                                                
                                                     68,035   69,846      68,088
                                                   =============================
                                                                                
*) Represents an amount of less than NIS 1                                      
 million.                                                                       
                                                                                

CONSOLIDATED STATEMENTS OF INCOME                                               
--------------------------------------------------------------------------------
- 
                                                                                
                                                        Three months      Year  
                                                            ended        ended  
                                                          March 31,     December
                                                                           31,  
                                                      -----------------         
                                                        2014    2013      2013  
                                                      --------------------------
                                                        NIS in millions (except 
                                                          for per share data)   
                                                      --------------------------
                                                                                
Rental income                                          1,227     1,340     5,146
Property operating expenses                              410       457     1,689
                                                      --------------------------
                                                                                
Net operating rental income                              817       883     3,457
                                                      --------------------------
                                                                                
Revenues from sale of buildings, land and                391       427     1,794
 construction works performed                                                   
Cost of buildings sold, land and construction works      416       396     1,667
 performed                                                                      
                                                      --------------------------
                                                                                
Gross profit (loss) from sale of buildings, land and    (25)        31       127
 construction works performed                                                   
                                                      --------------------------
                                                                                
Total gross profit                                       792       914     3,584
                                                                                
Fair value gain from investment property and              25   *)  185   *)  962
 investment property under development, net                                     
General and administrative expenses                    (147)  *) (155)  *) (611)
Other income                                               4         5       218
Other expenses                                           (5)      (17)      (74)
                                                                                
Company's share in earnings of equity-accounted           86        58       161
 investees, net                                                                 
                                                      --------------------------
                                                                                
Operating income                                         755       990     4,240
                                                                                
Finance expenses                                       (379)     (477)   (2,185)
Finance income                                           120       213       549
                                                      --------------------------
                                                                                
Income before taxes on income                            496       726     2,604
Taxes on income                                           63        74       294
                                                      --------------------------
                                                                                
Net income                                               433       652     2,310
                                                      ==========================
                                                                                
Attributable to:                                                                
                                                                                
 Equity holders of the Company                           204       345       977
 Non-controlling interests                               229       307     1,333
                                                      --------------------------
                                                                                
                                                         433       652     2,310
                                                      ==========================
                                                                                
Net earnings per share attributable to equity holders                           
 of the Company:                                                                
 Basic net earnings                                     1.16      2.09      5.70
                                                      ==========================
                                                                                
 Diluted net earnings                                   1.16      2.08      5.64
                                                      ==========================
                                                                                
 *) Reclassified, refer to Note 2d to the financial                             
  statements.                                                                   
                                                                                

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
                                                                          year  
                                                                         ended  
                                                      For the 3 months  December
                                                           ended           31   
                                                         March 31,              
                                                    -------------------         
                                                      2014      2013      2013  
                                                    ----------------------------
                                                     NIS in millions (other than
                                                           per share data)      
                                                    ----------------------------
                                                                                
Net income attributable to equity holders of the         204       345       977
 Company for the period                                                         
                                                    ----------------------------
                                                                                
Adjustments:                                                                    
Fair value gain from investment property and            (25)  *) (185)  *) (962)
 investment property under development, net                                     
Capital loss on sale of investment property                3        13        52
Changes in the fair value of financial instruments,     (98)     (189)     (435)
 including derivatives, measured at fair value                                  
 through profit or loss                                                         
Adjustments with respect to equity-accounted            (62)       (6)        60
 investees                                                                      
Loss from decrease in interest in investees                1        --        11
Deferred taxes and current taxes with respect to          75        65       272
 disposal of properties                                                         
Gain from bargain purchase                                --        --     (173)
Acquisition costs recognized in profit or loss             1         4        10
Loss (gain) from early redemption of                     (3)         3       142
 interest-bearing liabilities and financial                                     
 derivatives                                                                    
Non-controlling interests' share in above                 12        62       368
 adjustments                                                                    
                                                    ----------------------------
                                                                                
Nominal FFO                                              108       112       322
                                                    ============================
                                                                                
Additional adjustments:                                                         
                                                                                
CPI and exchange rate linkage differences               (57)         3       152
Depreciation and amortization                              4         4        16
Adjustments with respect to equity-accounted              66        15        27
 investees                                                                      
Other adjustments(1)                                      30    *)  16    *)  68
                                                    ----------------------------
                                                                                
FFO according to the management approach                 151       150       585
                                                    ============================
FFO according to the management approach per share      0.86      0.90      3.42
 (in NIS)                                                                       
                                                    ============================
FFO according to the management approach per share      0.86      0.90      3.41
 (diluted) (in NIS)                                                             
                                                    ============================
Number of shares used in the basic FFO per share     175,811   165,313   171,103
 calculation (in thousands)(2)                                                  
                                                    ============================
Number of shares used in the diluted FFO per share   176,014   165,530   171,413
 calculation (in thousands)(2)                                                  
                                                    ============================
                                                                                
*) Reclassified, refer to Note 2d to the financial                              
 statements.                                                                    
                                                                                
(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 expenses relating to the termination of engagements 
 with senior Group officers, income and expenses from operations not related to 
 income-producing property, as well as internal leasing costs (mainly salary)   
 incurred in the leasing of properties.                                         
(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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Language:    English       
Company:     Gazit-Globe   
 
 
             Israel        
ISIN:        PAL0605071A3  
 
 
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270946 28.05.2014