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Analyst
Alec Feygin
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 3 companies
KIMKimco Realty2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
How many Family Dollars does Kim have currently in the portfolio?
Show response
Kimco has 5 Family Dollar locations. Loan collateralized by owned real estate and distribution centers. Flynn emphasized underwriting based on liquidation value of owned real estate if operations go dark.
Calendar 2025 Q2
When does KIM expect that redevelopment to flip into a tailwind for same-store NOI?
Show response
Flynn cited redevelopment dragged same-site NOI this quarter but expected to become positive in H2 as grocery conversions with Sprouts, Trader Joe's, ALDI, Lidl, and BJ's come online. Portfolio deal with Sprouts executed in Q1.
ORealty Income2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
after these 3 assets, are you diversifying your tenant base or the end tenant base for your data center portfolio?
Show response
Management said the 5 data center assets now have varied tenants and it will manage concentration toward IG-rated hyperscalers going forward.
Calendar 2024 Q4
have you guys gotten the space back from the C-store tenant? And if you have, what's the current assumption
Show response
Roy confirmed space recovery with parallel discussions underway with established C-store operators to re-lease the properties.
REGRegency Centers1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
can you provide some more color on the development pursuit costs and what led to the increase in the quarter?
Show response
Mike downplayed the increase as normal annual cleanup of project pursuits. Teams cast wide nets; some projects get written off. Historically very efficient program with low pursuit costs relative to pipeline size.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| KIM Kimco Realty | 2 | —Rate withheld: fewer than 3 questions |
| O Realty Income | 2 | —Rate withheld: fewer than 3 questions |
| REG Regency Centers | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Credit2
- Cloud & AI1
- Competitive Dynamics1
- Margin1
- Capital Allocation1
- Revenue Growth1
- Demand1