Brandywine Realty Trust (BDN)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$3.17-0.94%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
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.
“Our capital markets plan is completed and we have executed $681 million of sales versus our $305 million business plan target.
Stated in 3 of 3 supplied quarters. Management reported: ““Our capital markets plan is completed and we have executed $681 million of sales versus our $305 million business plan target.” “Turning to capital markets, we have now closed $208 million of portfolio asset sales and have increased our asset sales target from $290 million to $305 million.”
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 strong grew net income 57% of the time over the next year (vs 53% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Our capital markets plan is completed and we have executed $681 million of sales versus our $305 million business plan target.”
“Turning to capital markets, we have now closed $208 million of portfolio asset sales and have increased our asset sales target from $290 million to $305 million.”
“We continue to make progress on our portfolio recycling program and expect to achieve our $290 million disposition target with approximately $305 million under agreement or currently in various stage…”
Management Comments “We are pleased with our 2026 business plan progress highlighted by raising the midpoint of our speculative revenue target for the second time this year to $19.5 million, or 11.4%…
Stated in 3 of 3 supplied quarters. Management reported: “Management Comments “We are pleased with our 2026 business plan progress highlighted by raising the midpoint of our speculative revenue target for the second time this year to $19.5 million, or 11.4% higher than our initial business plan,” said Gerard H.” “Management Comments “We are pleased with our second quarter progress on our 2026 Business Plan highlighted by raising our speculative revenue midpoint guidance by 5.7%, and achieving 99% of the revised target,” stated Gerard H.”
“Management Comments “We are pleased with our 2026 business plan progress highlighted by raising the midpoint of our speculative revenue target for the second time this year to $19.5 million, or 11.4%…”
“Management Comments “We are pleased with our second quarter progress on our 2026 Business Plan highlighted by raising our speculative revenue midpoint guidance by 5.7%, and achieving 99% of the revis…”
“Management Comments “During the first quarter, we made excellent progress on our 2026 business plan highlighted by achieving 94% of our speculative revenue target based on the midpoint of our guidanc…”
Repaid our $57.3 million mortgage secured by 3151 Market Street; • Share Buyback and Bond Repurchase Activity: $120 – 140 million to be executed primarily during third and fourth quarters of 2026 bas…
Stated in 3 of 3 supplied quarters. Management reported: “Repaid our $57.3 million mortgage secured by 3151 Market Street; • Share Buyback and Bond Repurchase Activity: $120 – 140 million to be executed primarily during third and fourth quarters of 2026 based on current sales activity.” “Consistent with our business plan, we plan to use most of the proceeds from these asset sales to lower our outstanding debt and, to a smaller extent, repurchase our common stock.”
“Repaid our $57.3 million mortgage secured by 3151 Market Street; • Share Buyback and Bond Repurchase Activity: $120 – 140 million to be executed primarily during third and fourth quarters of 2026 bas…”
“Consistent with our business plan, we plan to use most of the proceeds from these asset sales to lower our outstanding debt and, to a smaller extent, repurchase our common stock.”
“The following is a reconciliation of the calculation of 2026 FFO and earnings per diluted share: Guidance for 2026 Range Loss per diluted share allocated to common shareholders $ (0.76) to $ (0.70) P…”
Continue the quarterly common-share dividend at the declared level, subject to board determination and company financial conditions.
Complete $305 million in property sales in 2026 and use proceeds primarily to reduce debt and repurchase stock.
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).
16 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 55% for the rest of the cohort, n=3851).
Not investment advice. As of 2026-11-05.