Regency Acquires San Diego Mall - Analyst Blog

By Zacks.com September 19, 2012, 05:29:01 PM EDT

Regency Centers Corporation ( REG ), a real estate investment trust (REIT),  has recently acquired a 189,321 square-foot shopping center named Balboa Mesa Shopping Center in San Diego, California. The property was acquired from Balboa Realty LLC, a private real estate company, for $59.5 million.

The 1969-built infill shopping center is anchored by Kohl's Corp. ( KSS ) - one of the largest department store chains in the U.S.; Vons - a southern California supermarket chain and a division of Safeway Inc. ( SWY ); and CVS Caremark Corporation ( CVS ) - the second largest pharmacy chain in the U.S.

Regency will largely benefit from the prime location of the property as it is situated in a major retail node with an estimated 63,000 vehicles passing the site daily. In addition, the shopping center has a residential population of 126,000 in its periphery and a daytime population of 109,000 within a three-mile radius.  

The property is currently 95% leased and offers little scope for further improvement of its net operating income, unless Regency undergoes an immediate redevelopment project to increase the square footage of the center. With the acquisition, Regency presently owns 69 properties in California, including 10 retail centers spanning 1.5 million square feet in the San Diego market.

Jacksonville, Florida-based Regency owns, operates and develops grocery-anchored retail shopping centers in the U.S. The average household income in the markets in which Regency has a significant presence is over $100,000.

With properties in high income, high-barrier markets, Regency's retail strip center portfolio is among the best in the sector, which allows it to continually perform at the top-end of its peer group.

Regency maintains a conservative capital structure and follows a self-funding capital strategy to fund its growth, which includes disposal of non-strategic assets and a continued focus on industry-leading co-investment partnership programs.

We maintain our Neutral rating on Regency, which currently has a Zacks #3 Rank that translates into a short-term Hold recommendation.


 
CVS CAREMARK CP (CVS): Free Stock Analysis Report
 
KOHLS CORP (KSS): Free Stock Analysis Report
 
REGENCY CTRS CP (REG): Free Stock Analysis Report
 
SAFEWAY INC (SWY): Free Stock Analysis Report
 
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Business, Stocks

Referenced Stocks: CVS, KSS, REG, SWY



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