-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:BXP公布第一季度营收为8.72亿美元,同比增长0.8%,超出市场预期1800万美元,但环比下降0.6%,反映出环比疲软。该公司签署了68份租赁合同,总面积达110万平方英尺,加权平均租期为8.7年,环比租赁活动量大幅下降39%。租赁基本面依然严峻,第二代租赁的租金差额为负,本季度总租金下降1.9%,净租金下降3.2%。我们认为,持续的负租金差额和疲软的环比租赁增长预示着近期运营业绩令人担忧。我们认为,租赁活动的大幅下滑以及租金的持续走低表明BXP的核心办公市场将持续面临不利因素。尽管本季度营收略有超出预期,但我们认为该公司仍将面临来自充满挑战的市场动态的持续压力,这种压力可能会在短期内持续存在。
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