Spirit Realty Capital, Inc. Comments on Closing of SMTA $2.4 Billion Sale to Hospitality Properties Trust
September 20 2019 - 4:23PM
Business Wire
Spirit Realty Capital, Inc. (NYSE: SRC) (“Spirit”), a net-lease
real estate investment trust (REIT) that invests in single-tenant,
operationally essential real estate, today commented on the
announcement by Spirit MTA REIT (NYSE: SMTA) (“SMTA”), externally
managed by a subsidiary of Spirit, that SMTA closed on the
previously-announced sale of substantially all of the assets held
in Master Trust 2014 by SMTA, and three travel center properties
formerly owned by a subsidiary of Spirit, to Hospitality Properties
Trust (“HPT”) (NASDAQ: HPT) for $2.4 billion in total cash
consideration, subject to certain adjustments (the “MTA Sale”).
“This transaction marks a critical milestone in Spirit’s
evolution to a simplified net lease REIT while providing SMTA
shareholders with a substantial return of capital. Thanks to
tremendous efforts by the Spirit team and SMTA board of trustees,
we were able to achieve this positive outcome in a relatively short
period of time and I am excited about the next chapter of Spirit as
we continue to move forward,” stated Jackson Hsieh, President and
Chief Executive Officer of Spirit.
In conjunction with closing of the MTA Sale, Spirit received
approximately $265 million in aggregate proceeds, which amounts
include termination fees, consideration for the repurchase of the
preferred equity investment, including any accrued and unpaid
dividends, consideration for the redemption of the Master Trust
2014 notes held by Spirit, and proceeds from the sale of three
travel center properties.
In addition, in connection with the closing, the interim asset
management agreement between a subsidiary of Spirit and SMTA
whereby Spirit will receive $1 million during the initial one-year
term and $4 million for any renewal one-year term, plus certain
cost reimbursements, to manage and liquidate the remaining assets
held by SMTA became effective; such agreement is terminable at any
time by SMTA and by Spirit after the initial one year term, in each
case without a termination fee.
Additional information about the transaction referenced can be
found in the announcement released by SMTA at
http://investors.spiritmastertrust.com/press-releases.
ABOUT SPIRIT REALTY
Spirit Realty Capital, Inc. (NYSE: SRC) is a net-lease REIT that
primarily invests in single-tenant, operationally essential real
estate assets, subject to long-term, net leases.
As of June 30, 2019, our diversified portfolio was comprised of
1,563 owned properties and 43 properties securing mortgage loans.
Our owned properties, with an aggregate gross leasable area of
approximately 29.3 million square feet, are leased to 255 tenants
across 48 states and 32 industries.
FORWARD-LOOKING AND CAUTIONARY STATEMENTS
This press release contains forward-looking statements within
the meaning of Section 27A of the Securities Act of 1933, as
amended, and Section 21E of the Exchange Act of 1934, as amended.
When used in this press release, the words “estimate,”
“anticipate,” “expect,” “believe,” “intend,” “may,” “will,”
“should,” “seek,” “approximately” or “plan,” or the negative of
these words or similar words or phrases that are predictions of or
indicate future events or trends and which do not relate solely to
historical matters are intended to identify forward-looking
statements. You can also identify forward-looking statements by
discussions of strategy, plans or intentions of management.
Forward-looking statements involve numerous risks and uncertainties
and you should not rely on them as predictions of future events.
Forward-looking statements depend on assumptions, data or methods
that may be incorrect or imprecise, and Spirit may not be able to
realize them. Spirit does not guarantee that the transactions and
events described will happen as described (or that they will happen
at all). The following risks and uncertainties, among others, could
cause actual results and future events to differ materially from
those set forth or contemplated in the forward-looking statements:
industry and economic conditions; volatility and uncertainty in the
financial markets, including potential fluctuations in the CPI;
Spirit's success in implementing its business strategy and its
ability to identify, underwrite, finance, consummate, integrate and
manage diversifying acquisitions or investments; the financial
performance of Spirit's retail tenants and the demand for retail
space, particularly with respect to challenges being experienced by
general merchandise retailers; Spirit's ability to diversify its
tenant base; the nature and extent of future competition; increases
in Spirit's costs of borrowing as a result of changes in interest
rates and other factors; Spirit's ability to access debt and equity
capital markets; Spirit's ability to pay down, refinance,
restructure and/or extend its indebtedness as it becomes due;
Spirit's ability and willingness to renew its leases upon
expiration and to reposition its properties on the same or better
terms upon expiration in the event such properties are not renewed
by tenants or Spirit exercises its rights to replace existing
tenants upon default; the impact of any financial, accounting,
legal or regulatory issues or litigation that may affect Spirit or
its major tenants; Spirit's ability to manage its expanded
operations; Spirit's ability and willingness to maintain its
qualification as a REIT under the Internal Revenue Code of 1986, as
amended Spirit's ability to manage and liquidate the remaining SMTA
assets; and other risks inherent in the real estate business,
including tenant defaults, potential liability relating to
environmental matters, illiquidity of real estate investments and
potential damages from natural disasters discussed in Spirit's most
recent filings with the Securities and Exchange Commission,
including its Annual Report on Form 10-K and subsequent Quarterly
Reports on Form 10-Q. You are cautioned not to place undue reliance
on forward-looking statements, which speak only as of the date of
this press release. While forward-looking statements reflect
Spirit's good faith beliefs, they are not guarantees of future
performance. Spirit disclaims any obligation to publicly update or
revise any forward-looking statement to reflect changes in
underlying assumptions or factors, new information, data or
methods, future events or other changes, except as required by
law.
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version on businesswire.com: https://www.businesswire.com/news/home/20190920005504/en/
Pierre Revol (972) 476-1403
InvestorRelations@spiritrealty.com
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