<p>Kennedy-Wilson（KW）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Kennedy-Wilson 最近的财报电话会议展示了总体乐观的前景，主要得益于投资管理和战略资本部署的显著增长。公司强调收购 Toll Brothers 平台是其未来前景的关键因素。尽管面临一些挑战，例如 GAAP 每股收益亏损和欧洲办公物业的下降，但积极的发展略微超过了负面因素。</p>
<h2>投资管理增长</h2>
<p>Kennedy-Wilson 报告称，管理资产（AUM）显著增加，达到了 310 亿美元，同比增长 11%。此外，收费资本较去年增长了 10%，突显了公司在投资管理方面的强劲增长。</p>
<h2>成功的资本部署</h2>
<p>公司在第三季度成功部署或承诺了约 9 亿美元的资金，年初至今的总资本部署达到了 35 亿美元。这一战略资本配置突显了 Kennedy-Wilson 扩展投资足迹的重点。</p>
<h2>信贷团队成就</h2>
<p>Kennedy-Wilson 的信贷团队发放了 6 亿美元的新租赁住房建设贷款，年内总发放额达 26 亿美元。这一成就突显了公司在信贷相关投资方面的实力。</p>
<h2>英国单户住宅租赁平台扩展</h2>
<p>英国单户住宅租赁平台的扩展标志着 6200 万美元的新投资，使总投资组合达到 1300 套住房，承诺资本约为 5.85 亿美元。</p>
<h2>收购 Toll Brothers</h2>
<p>待收购的 Toll Brothers 预计将为 Kennedy-Wilson 增加 50 亿美元的管理资产，使总的临时管理资产达到 360 亿美元。这一收购将显著增强公司的资产基础。</p>
<h2>财务指标改善</h2>
<p>Kennedy-Wilson 的调整后 EBITDA 在第三季度增加至 1.25 亿美元，较去年 66 亿美元有所上升。投资管理费用在本季度也增长了 8%，年初至今增长了 23%，反映出财务表现的改善。</p>
<h2>GAAP 每股收益亏损</h2>
<p>公司在第三季度报告每股 GAAP 亏损 0.15 美元，较去年同期的 0.56 美元亏损有所改善。这表明尽管面临持续挑战，亏损有所收窄。</p>
<h2>欧洲办公物业组合下降</h2>
<p>Kennedy-Wilson 的欧洲办公物业组合在同物业净营业收入（NOI）方面下降了 6%，主要由于入住率下降 5%，突显了该领域的挑战。</p>
<h2>北加州 NOI 下降</h2>
<p>北加州地区的 NOI 下降了 1.5%，反映出公司正在应对的区域挑战。</p>
<h2>经济适用房组合 NOI 挑战</h2>
<p>经济适用房组合的同店 NOI 保持平稳，因为租金上涨被更高的费用抵消，表明该领域需要战略调整。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Kennedy-Wilson 仍专注于扩展其投资管理平台并执行非核心资产出售计划。公司旨在继续改善关键财务指标，调整后 EBITDA 显示出显著增长。收购 Toll Brothers 预计将增强其全国租赁住房平台，而战略债务管理则加强了资产负债表。</p>
<p>总之，Kennedy-Wilson 的财报电话会议反映出积极的情绪，投资管理和战略收购的增长推动了乐观情绪。尽管面临一些挑战，但公司的前瞻性战略和财务改善表明未来增长的良好轨迹。</p>

Kennedy-Wilson控股

<p>肯尼迪 - 威尔逊的第三季度财报电话会议强调了投资管理的增长，管理资产增加至 310 亿美元，同比增长 11%。公司在第三季度成功部署了 9 亿美元，年初至今总计达到 35 亿美元。尽管 GAAP 每股收益亏损 0.15 美元，但财务指标有所改善，调整后的息税折旧摊销前利润（EBITDA）上升至 1.25 亿美元。待收购的 Toll Brothers 预计将为管理资产增加 50 亿美元，提升未来的增长前景。虽然承认欧洲办公资产组合和北加州面临挑战，但整体情绪依然乐观</p>

<p>Kennedy-wilson ((KW)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Kennedy-Wilson（KW）已召开第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
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</div><p>Kennedy-Wilson’s recent earnings call showcased a generally optimistic outlook, driven by notable growth in investment management and strategic capital deployment. The company highlighted its acquisition of Toll Brothers’ platform as a key factor in its promising future. Despite some challenges, such as a GAAP EPS loss and declines in the European office portfolio, the positive developments slightly outweighed the negatives.</p>
<div class="lb-trans"><p>Kennedy-Wilson 最近的财报电话会议展示了总体乐观的前景，主要得益于投资管理和战略资本部署的显著增长。公司强调收购 Toll Brothers 平台是其未来前景的关键因素。尽管面临一些挑战，例如 GAAP 每股收益亏损和欧洲办公物业的下降，但积极的发展略微超过了负面因素。</p>
</div><h2>Investment Management Growth</h2>
<div class="lb-trans"><h2>投资管理增长</h2>
</div><p>Kennedy-Wilson reported a significant increase in assets under management (AUM), which grew to $31 billion, marking an 11% rise year-over-year. Additionally, fee-bearing capital saw a 10% increase from the previous year, underscoring the company’s robust growth in investment management.</p>
<div class="lb-trans"><p>Kennedy-Wilson 报告称，管理资产（AUM）显著增加，达到了 310 亿美元，同比增长 11%。此外，收费资本较去年增长了 10%，突显了公司在投资管理方面的强劲增长。</p>
</div><h2>Successful Capital Deployment</h2>
<div class="lb-trans"><h2>成功的资本部署</h2>
</div><p>The company successfully deployed or committed approximately $900 million in the third quarter, with total capital deployment reaching $3.5 billion year-to-date. This strategic allocation of capital highlights Kennedy-Wilson’s focus on expanding its investment footprint.</p>
<div class="lb-trans"><p>公司在第三季度成功部署或承诺了约 9 亿美元的资金，年初至今的总资本部署达到了 35 亿美元。这一战略资本配置突显了 Kennedy-Wilson 扩展投资足迹的重点。</p>
</div><h2>Credit Team Achievements</h2>
<div class="lb-trans"><h2>信贷团队成就</h2>
</div><p>Kennedy-Wilson’s credit team originated $600 million in new rental housing construction loans, contributing to total originations of $2.6 billion for the year. This achievement underscores the company’s strength in credit-related investments.</p>
<div class="lb-trans"><p>Kennedy-Wilson 的信贷团队发放了 6 亿美元的新租赁住房建设贷款，年内总发放额达 26 亿美元。这一成就突显了公司在信贷相关投资方面的实力。</p>
</div><h2>U.K. Single-Family Rental Platform Expansion</h2>
<div class="lb-trans"><h2>英国单户住宅租赁平台扩展</h2>
</div><p>The expansion of the U.K. single-family rental platform was marked by $62 million in new investments, bringing the total portfolio to 1,300 homes and committed capital to approximately $585 million.</p>
<div class="lb-trans"><p>英国单户住宅租赁平台的扩展标志着 6200 万美元的新投资，使总投资组合达到 1300 套住房，承诺资本约为 5.85 亿美元。</p>
</div><h2>Toll Brothers Acquisition</h2>
<div class="lb-trans"><h2>收购 Toll Brothers</h2>
</div><p>The pending acquisition of Toll Brothers is expected to add $5 billion to Kennedy-Wilson’s AUM, increasing the total pro forma AUM to $36 billion. This acquisition is set to significantly bolster the company’s asset base.</p>
<div class="lb-trans"><p>待收购的 Toll Brothers 预计将为 Kennedy-Wilson 增加 50 亿美元的管理资产，使总的临时管理资产达到 360 亿美元。这一收购将显著增强公司的资产基础。</p>
</div><h2>Improved Financial Metrics</h2>
<div class="lb-trans"><h2>财务指标改善</h2>
</div><p>Kennedy-Wilson’s adjusted EBITDA increased to $125 million in the third quarter, up from $66 million last year. Investment management fees also saw an 8% increase in the quarter and a 23% rise year-to-date, reflecting improved financial performance.</p>
<div class="lb-trans"><p>Kennedy-Wilson 的调整后 EBITDA 在第三季度增加至 1.25 亿美元，较去年 66 亿美元有所上升。投资管理费用在本季度也增长了 8%，年初至今增长了 23%，反映出财务表现的改善。</p>
</div><h2>GAAP EPS Loss</h2>
<div class="lb-trans"><h2>GAAP 每股收益亏损</h2>
</div><p>The company reported a GAAP EPS loss of $0.15 per share in the third quarter, an improvement from a loss of $0.56 per share in the same quarter last year. This indicates a narrowing of losses despite ongoing challenges.</p>
<div class="lb-trans"><p>公司在第三季度报告每股 GAAP 亏损 0.15 美元，较去年同期的 0.56 美元亏损有所改善。这表明尽管面临持续挑战，亏损有所收窄。</p>
</div><h2>European Office Portfolio Decline</h2>
<div class="lb-trans"><h2>欧洲办公物业组合下降</h2>
</div><p>Kennedy-Wilson’s European office portfolio faced a 6% decline in same-property NOI, primarily due to a 5% drop in occupancy, highlighting challenges in this segment.</p>
<div class="lb-trans"><p>Kennedy-Wilson 的欧洲办公物业组合在同物业净营业收入（NOI）方面下降了 6%，主要由于入住率下降 5%，突显了该领域的挑战。</p>
</div><h2>Northern California NOI Decline</h2>
<div class="lb-trans"><h2>北加州 NOI 下降</h2>
</div><p>The Northern California region experienced a 1.5% decline in NOIs, reflecting regional challenges that the company is addressing.</p>
<div class="lb-trans"><p>北加州地区的 NOI 下降了 1.5%，反映出公司正在应对的区域挑战。</p>
</div><h2>Affordable Portfolio NOI Challenges</h2>
<div class="lb-trans"><h2>经济适用房组合 NOI 挑战</h2>
</div><p>The affordable portfolio’s same-store NOI remained flat as rental increases were offset by higher expenses, indicating a need for strategic adjustments in this area.</p>
<div class="lb-trans"><p>经济适用房组合的同店 NOI 保持平稳，因为租金上涨被更高的费用抵消，表明该领域需要战略调整。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Kennedy-Wilson remains focused on expanding its investment management platform and executing its noncore asset sale plan. The company aims to continue improving key financial metrics, with adjusted EBITDA showing significant growth. The acquisition of Toll Brothers is expected to enhance its national rental housing platform, while strategic debt management has strengthened the balance sheet.</p>
<div class="lb-trans"><p>展望未来，Kennedy-Wilson 仍专注于扩展其投资管理平台并执行非核心资产出售计划。公司旨在继续改善关键财务指标，调整后 EBITDA 显示出显著增长。收购 Toll Brothers 预计将增强其全国租赁住房平台，而战略债务管理则加强了资产负债表。</p>
</div><p>In conclusion, Kennedy-Wilson’s earnings call reflected a positive sentiment, with growth in investment management and strategic acquisitions driving optimism. Despite some challenges, the company’s forward-looking strategies and financial improvements suggest a promising trajectory for future growth.</p>
<div class="lb-trans"><p>总之，Kennedy-Wilson 的财报电话会议反映出积极的情绪，投资管理和战略收购的增长推动了乐观情绪。尽管面临一些挑战，但公司的前瞻性战略和财务改善表明未来增长的良好轨迹。</p>
</div>

Kennedy-Wilson 的财报电话会议突出了其增长和战略行动