Alex Waters

Real Estate

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas5 topics

Demand2Capital Allocation1Credit1Revenue Growth1Cloud & AI1

Question History3 questions

CCICrown Castle1 quarter

2025 Q1

Could you maybe just talk about some of the kind of strategic priorities you have coming in as CFO and kind of your preference between leverage reductions, programmatic or opportunistic buybacks?

Capital AllocationCreditView in transcript →

could you guys maybe just talk a little bit about the services side of the business

Revenue GrowthDemandView in transcript →

DLRDigital Realty1 quarter

2025 Q1

Could you help us frame just kind of the size of that and then what portion of that greater than one megawatt was quote, unquote, AI related?

Cloud & AIDemandView in transcript →