United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number: 001-33106 Douglas Emmett, Inc. (Exact name of registrant as specified in its charter) Maryland 20-3073047 (State or other jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number: 1-33106 Douglas Emmett, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or or ...

Financial Data and Key Metrics Changes - In 2022, revenues increased by 6.4% compared to Q4 2021, while FFO rose by 7.2% to $0.51 per share. However, AFFO decreased by 11.1% to $81.2 million due to higher tenant improvement expenditures [7][8]. - For the full year 2022, FFO increased by 9.4% over the previous year, and same property cash NOI increased by 1.4% primarily due to higher rental revenue [8]. Business Line Data and Key Metrics Changes - The company signed 218 office leases in Q4, covering 772,000 square feet, with a total of 924 office leases for 2022 covering 3.7 million square feet [5][6]. - The leased rate declined by 53 basis points to 87%, and the occupied rate decreased to 83.7% due to a slowdown in activity in Q4 and recapturing space from nonpaying tenants [5][6]. - The multifamily portfolio remains nearly full at 99.4% leased, with an average rent increase of over 5% for new tenants in Q4 [5][6]. Market Data and Key Metrics Changes - The company experienced a slowdown in new and renewal demand from large tenants in Q4, while small tenants continued to show good activity, leasing 770,000 square feet during the quarter [1][5]. - The overall absorption was slightly negative for the year, and the company anticipates no meaningful recovery in office occupancy during 2023 due to the macroeconomic climate [1][8]. Company Strategy and Development Direction - The company is focused on maintaining occupancy and growing occupancy rates, with a strategy to prioritize smaller tenants who have shown resilience during the pandemic [5][6]. - The company is exploring new development projects, particularly at Barrington Plaza, and is optimistic about changes in state law that may facilitate development [12][21]. - The management believes there are more opportunities in the office sector compared to residential, citing a diverse tenant base and strong leasing activity in their markets [67][68]. Management's Comments on Operating Environment and Future Outlook - Management expressed concerns about the economic outlook and its impact on leasing activity, noting a significant drop in leasing volume in Q4 [25][70]. - The company remains cautious in its guidance, assuming flat occupancy growth for 2023, while acknowledging the potential for recovery if economic conditions improve [8][70]. - Management is optimistic about the long-term prospects for their office portfolio, citing strong leasing activity prior to the economic downturn [67][68]. Other Important Information - The company has no outstanding debt maturing until December 2024, and nearly half of its office portfolio remains unencumbered [3]. - The company expects interest expenses in 2023 to be between $192 million and $196 million due to increasing interest rates and expiring swaps [8]. Q&A Session Summary Question: Guidance on retention and rent spreads for 2023 - Management does not provide specific guidance on retention rates but historically, they remain in the mid-60s range. Predicting rent spreads has been challenging, and management focuses on retaining and growing occupancy [11]. Question: Updates on new development projects - The next major focus is on construction at Barrington Plaza, with positive changes in state law making development more feasible [12]. Question: Demand for Warner Bros Discovery leases - There is uncertainty regarding the renewal of Warner Bros leases expiring in 2024, with management expressing caution about the economic outlook [14][15]. Question: Capital allocation for 2023 - Management is considering various options for capital allocation, including acquisitions and share buybacks, but emphasizes the importance of finding the right opportunities [16][39]. Question: Changes in leasing terms and tenant decision-making - Smaller tenants are generally opting for shorter lease terms, typically around five years, reflecting their cautious approach in the current economic climate [51]. Question: Impact of state legislation on residential zoning - Management believes the new legislation may not significantly increase supply but enhances the value of their existing land for development [61]. Question: Update on Regal Cinema lease situation - Management refrained from commenting on individual tenants but acknowledged awareness of the situation [63]. Question: Opportunities in office versus residential - Management sees more potential in the office sector due to a diverse tenant base and strong leasing activity, despite the current economic challenges [67][68].

Douglas Emmett, Inc. (NYSE:DEI) Q3 2022 Results Conference Call November 4, 2022 2:00 PM ET Company Participants Stuart McElhinney - Vice President of Investor Relations Jordan Kaplan - President and CEO Kevin Crummy - CIO Peter Seymour - CFO Conference Call Participants Michael Griffin - Citi Blaine Heck - Wells Fargo Nick Yulico - Scotiabank Steve Sakwa - Evercore Alexander Goldfarb - Piper Sandler Rich Anderson - SMBC Dave Rogers - Baird John Kim - BMO Daniel Ismail - Green Street Advisors Operator Ladie ...

United States Securities and Exchange Commission Washington, D.C. 20549 Title of Each Class Trading Symbol Name of Each Exchange on Which Registered Common Stock, $0.01 par value per share DEI New York Stock Exchange Class Outstanding at October 28, 2022 Common Stock, $0.01 par value per share 175,788,905 shares FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR ...

United States Securities and Exchange Commission Washington, D.C. 20549 Title of Each Class Trading Symbol Name of Each Exchange on Which Registered Common Stock, $0.01 par value per share DEI New York Stock Exchange Class Outstanding at July 29, 2022 Common Stock, $0.01 par value per share 175,784,137 shares FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) O ...

Summary of Douglas Emmett, Inc. (NYSE:DEI) Q2 Results Conference Call Company Overview - **Company**: Douglas Emmett, Inc. (DEI) - **Date of Call**: August 2, 2022 - **Participants**: - Stuart McElhinney - VP of IR - Jordan Kaplan - President and CEO - Kevin Crummy - CIO - Peter Seymour - CFO Key Industry Insights - **Office Market Recovery**: Strong tenant demand observed as pandemic concerns subside, with over 1 million square feet leased in Q2, including 355,000 square feet of new deals [7][11] - **Utilization Rates**: Office utilization has improved to over 80% of pre-pandemic levels, indicating a recovery in demand [7][27] - **Net Absorption**: Despite leasing activity, net absorption was slightly negative due to the expiration of eviction moratoriums, allowing the company to replace non-paying tenants [7][8] Financial Performance - **Revenue Growth**: Revenues increased by 9.8% compared to Q2 2021, with same-property cash NOI up by 5.1% [13] - **Funds from Operations (FFO)**: Increased by 9% to $0.51 per share, driven by higher office and residential revenue [13] - **Adjusted Funds from Operations (AFFO)**: Increased by 15% to $89.6 million [13] - **Guidance**: Full-year FFO guidance narrowed to between $2.03 and $2.07 per share [14] Leasing Activity - **Leasing Success**: 261 leases signed covering over 1 million square feet, with a lease rate of 87.5% [11][12] - **Residential Portfolio**: The residential portfolio remains fully leased, with strong rent increases on new leases [8][12] - **Leasing Spreads**: Positive 3.5% for straight-line rents and negative 7.4% for cash rents, indicating variability in leasing conditions [12] Acquisitions and Developments - **Recent Acquisition**: Acquired 1221 Ocean Avenue, a 120-unit apartment property in Santa Monica, which is nearly fully leased [10] - **Development Projects**: Ongoing projects at 1132 Bishop and The Landmark Los Angeles are progressing well, with positive leasing activity reported [10][22] Market Challenges - **Recession Concerns**: The company is monitoring macroeconomic conditions for potential recession impacts, although no immediate effects have been observed [9][28] - **Inflation Impact**: Inflation is being adapted to, with rising costs affecting operations, but long-term effects on real estate are generally positive [30] Tenant Management - **Non-Paying Tenants**: Approximately 100,000 square feet occupied by non-paying tenants is expected to be addressed by year-end, which will positively impact financial results as revenue from these tenants has not been recognized [8][73] - **Collection Efforts**: The company has been actively pursuing collections from tenants, with a focus on mitigating losses and negotiating new lease terms [76][73] Future Outlook - **Occupancy Guidance**: The company maintains its occupancy guidance, expecting to see improvements as more tenants move in [49][48] - **Market Position**: The diverse tenant base and strong leasing activity are seen as positive indicators for future performance, despite potential economic headwinds [52][51] Additional Insights - **Interest Rate Management**: The company has successfully refinanced $1.3 billion in debt, locking in favorable rates, and is cautious about floating rate debt in the current market environment [10][39] - **Utilization as a Predictor**: Higher utilization rates are viewed as a positive sign for future leasing activity, although recession discussions could dampen tenant confidence [64][65] This summary encapsulates the key points discussed during the conference call, highlighting the company's performance, market conditions, and strategic outlook.

Douglas Emmett, Inc. (NYSE:DEI) Q1 2022 Earnings Conference Call May 4, 2022 2:00 PM ET Company Participants Stuart McElhinney - VP, IR Jordan Kaplan - President, CEO & Director Kevin Crummy - CIO Kenneth Panzer - COO & Director Peter Seymour - CFO Conference Call Participants James Feldman - Bank of America Merrill Lynch John Kim - BMO Capital Markets Emmanuel Korchman - Citigroup William Crow - Raymond James & Associates Connor Mitchell - Piper Sandler & Co. Richard Anderson - SMBC Stephen Sakwa - Evercor ...

United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number: 001-33106 Douglas Emmett, Inc. (Exact name of registrant as specified in its charter) Maryland 20-3073047 (State or other jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number: 1-33106 Douglas Emmett, Inc. (Exact name of registrant as specified in its charter) Maryland 20-3073047 (State or other jurisdiction of ...