Knowledgerealtytrust · forward-looking guidance across the available source record.
Guidance tracker
Management confirmed FY26 NDCF will meet offer document projections; FY27 distribution expected higher based on business momentum and interest rate tailwinds flowing fully through Q4.
Pipeline of ~1msf expected to convert in Q4, driving committed occupancy to 93%, which will support NOI growth in Q4 and FY27.
42% of Q4 expiries already renewed/released at ~28% average spread; remaining 5msf under advanced discussion for Q4 FY26 or early Q1 FY27 conversion.
62% of next fiscal year's ~1.5msf lease expiries already secured through renewals or advanced negotiations.