Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 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 001-33824 Kennedy-Wilson Holdings, Inc. (Exact name of Registrant as specified in its charter) Delaware 26-0508760 ...

Kennedy-Wilson (KW) Q1 2025 Earnings Call May 08, 2025 12:00 PM ET Speaker0 Good afternoon, and welcome to the Kennedy Wilson First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Devin Bofsar, Head of Investor Relations. Please go ahead. Speaker1 Thank you, and good morning. Speaker2 Thank you for joining us today. Today's call will be webcast live and will be archive ...

Kennedy-Wilson Holdings, Inc. Supplemental Financial Information For the Quarter Ended March 31, 2025 TABLE OF CONTENTS | Earnings Release | | | --- | --- | | News Release | 3 | | Consolidated Balance Sheets (unaudited) | 7 | | Consolidated Statements of Operations (unaudited) | 8 | | Non-GAAP Metrics (unaudited) | 9 | | Supplemental Financial Information (unaudited) | | | Capitalization Summary | 15 | | Components of Value | | | Components of Value Summary | 16 | | Stabilized Portfolio | 18 | | Segment Inv ...

One very interesting company for investors to be aware of is Kennedy-Wilson Holdings (NYSE: KW ). For those not familiar with the enterprise, it operates as a real estate investment company and an investment manager. Over the years, theCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth ca ...

Financial Data and Key Metrics Changes - Adjusted EBITDA nearly tripled from $190 million in 2023 to $540 million in 2024 [6] - GAAP EPS totaled $0.24 per share for Q4, compared to a loss of $1.78 in Q4 2023 [19] - Investment management revenue grew by 83% to $30 million in Q4, driven by $1.4 billion in new debt originations [20] Business Line Data and Key Metrics Changes - Investment management fees grew by 60% year-over-year to approximately $100 million in 2024 [8] - The credit platform completed a record $1.4 billion of new loan originations in Q4 and $3.5 billion for the year [9] - Same-property NOI grew by 5.6% in Q4, with the apartment portfolio ending the quarter at 95% occupancy [15][30] Market Data and Key Metrics Changes - The overall market environment is showing steady improvement, with debt markets strengthening and transaction volume rebounding [7] - In the U.S., renter fundamentals continue to strengthen, driven by high homeownership costs [29] - The Irish apartment portfolio ended the quarter at a strong 97% occupancy, with ongoing structural undersupply in the Dublin market [35] Company Strategy and Development Direction - The company focuses on increasing baseline EBITDA, growing the investment management business, and reducing unsecured debt [6] - Capital recycling through non-core asset sales is a key initiative, with an expected generation of over $400 million in 2025 [12][13] - The company aims to deploy capital into higher return opportunities, particularly within investment management platforms [13] Management's Comments on Operating Environment and Future Outlook - Management anticipates a very active year in 2025, committed to executing key initiatives while strengthening the balance sheet [17] - The company is well-positioned to capitalize on new opportunities in rental housing and industrial assets as market conditions recover [16] - Management expressed confidence in the business environment in the U.S. and the attractiveness of investing in U.S. real estate [95] Other Important Information - The company successfully closed fundraising on its seventh discretionary commingled fund, securing $400 million for U.S. investments [11] - The company has a record $8.8 billion in fee-bearing capital, with expectations to grow investment management fees by approximately 20% to 25% per annum [11] Q&A Session Summary Question: Clarification on $400 million of incremental proceeds from dispositions in 2025 - Management confirmed the figure and indicated a focus on non-core assets, particularly in housing-related investments [44][45] Question: Concerns about the competitive construction lending environment - Management believes the construction lending space remains compelling and expects a successful year in that area [50][51] Question: Expected yields and margins on the single-family rental platform - Management anticipates stabilizing yields in the high 5s towards 6% and has a strong operational team in place [70] Question: Implications of rent caps in Ireland and U.K. office demand - Management noted that the current rent cap regime in Ireland is due to expire at the end of 2025 and expressed confidence in the demand for quality offices in the U.K. [82][83] Question: Positive fair value marks on the co-investment portfolio - Management hopes for continued positive trends in fair value and carried interest, assuming stable long-term rates [86][88]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 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: 001-33824 Kennedy-Wilson Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdi ...

Kennedy-Wilson Holdings, Inc. (NYSE:KW) Q4 2024 Earnings Conference Call February 27, 2025 12:00 PM ET Company Participants Daven Bhavsar - Head, Investor Relations Bill McMorrow - Chief Executive Officer Matt Windisch - President Justin Enbody - Chief Financial Officer Mike Pegler - President, Europe Conference Call Participants Anthony Paolone - JPMorgan Tayo Okusanya - Deutsche Bank Jeff Spector - Bank of America Operator Good day. And welcome to the Kennedy-Wilson Fourth Quarter and 2024 Earnings Confer ...

Kennedy-Wilson Holdings, Inc. Supplemental Financial Information Fourth Quarter and Full Year December 31, 2024 TABLE OF CONTENTS | Earnings Release | | | --- | --- | | News Release | 3 | | Consolidated Balance Sheets (unaudited) | 8 | | Consolidated Statements of Income (unaudited) | 9 | | Non-GAAP Metrics (unaudited) | 10 | | Supplemental Financial Information (unaudited) | | | Capitalization Summary | 16 | | Components of Value | | | Components of Value Summary | 17 | | Stabilized Portfolio | 19 | | Segm ...

Kennedy-Wilson Holdings, Inc. (NYSE:KW) Q3 2024 Results Conference Call November 7, 2024 12:00 PM ET Company Participants Daven Bhavsar - Vice President, Investor Relations Bill McMorrow - Chairman & Chief Executive Officer Matt Windisch - President Justin Enbody - Chief Financial Officer Michael Pegler - President, Europe Conference Call Participants Anthony Paolone - JPMorgan Operator Hello, and welcome to the Kennedy-Wilson Third Quarter 2024 Conference Call and Webcast. [Operator Instructions] As a remi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 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 001-33824 Kennedy-Wilson Holdings, Inc. (Exact name of Registrant as specified in its charter) Delaware 26-0 ...