Brandywine Realty Trust (BDN)
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
$3.12+2.30%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
QuarterlyIQ Insights · BDN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Complete $305 million in property sales as part of the 2026 business plan to reduce debt and fund share repurchases.
Stated as a priority in 3 of last 3 quarters. The company closed $208 million in asset sales by 2026-Q2 and raised its sales target from $290 million to $305 million. This trajectory shows delivering progress toward the 2026 business plan disposition goal.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3706).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We have closed $208 million of portfolio asset sales and increased our asset sales target from $290 million to $305 million.”
“We expect to achieve our $290 million disposition target with approximately $305 million under agreement or in due diligence.”
“We expect to achieve our $290 million disposition target with approximately $305 million under agreement or in due diligence.”
Refine 2026 Funds From Operations guidance range to $0.53 to $0.57 per diluted share reflecting business plan progress.
Stated as a priority in 3 of last 3 quarters. Management narrowed 2026 FFO guidance from $0.51-$0.59 in 2025-Q4 to $0.53-$0.57 in 2026-Q2, reflecting progress on the business plan. The trajectory is delivering refinement consistent with stated goals.
“We are narrowing our FFO range from $0.52 to $0.58 per share to $0.53 to $0.57 per share.”
“We are narrowing our FFO range from $0.51 to $0.59 per share to $0.52 to $0.58 per share.”
“Our 2026 FFO guidance range is $0.51 to $0.59 per diluted share.”
Continue paying a quarterly dividend of $0.08 per common share as part of capital allocation strategy.
Stated as a priority in 3 of last 3 quarters. The quarterly dividend has been consistently maintained at $0.08 per share from 2025-Q4 through 2026-Q2. This shows management is delivering on its dividend payout commitment.
“Board declared a quarterly dividend distribution of $0.08 per common share paid July 22, 2026.”
“Board declared a quarterly cash dividend of $0.08 per common share paid April 16, 2026.”
“Dividend per share was $0.08.”
Refinance $178 million construction loan and extend unsecured credit facility maturity to December 2026.
Stated as a priority in 2 of last 3 quarters. The $178 million construction loan was repaid in 2026-Q2 and the unsecured credit facility maturity was extended to December 2026. This shows delivering on refinancing and liquidity management goals.
“Completed refinancing of Avira with $90 million loan and repaid $178 million construction loan; extended unsecured credit facility maturity to December 2026.”
“Agreed to terms on 7-year financing for Avira and anticipate closing with repayment of construction loan in Q2; unsecured line of credit balance $65 million.”
Plan to repurchase $120-$140 million of common stock and bonds primarily in third and fourth quarters of 2026 based on sales activity.
Newly stated in 2026-Q2. Management announced plans to repurchase $120-$140 million of shares and bonds primarily in the second half of 2026, contingent on sales activity. No prior quarters stated this priority.
“Share buyback and bond repurchase activity of $120-$140 million to be executed primarily during Q3 and Q4 2026 based on sales activity.”
Over the trailing year it converted -0.43x of net income into operating cash flow.
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=877).
Not investment advice. As of 2026-09-04.