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Analyst
Andrew Reale
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 17%1 of 6 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 3with 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 6 of 6 questions from 3 companies
FRTFederal Realty Investment Trust2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
could you provide maybe just a little more color on some of the tenants driving the term fee higher this year?
Show response
Asked about tenants driving higher term fees and the G&A increase. Management said the term fee came from an investment-grade tenant strategically exiting a market, and G&A reflects digital and business-development investments.
Calendar 2025 Q4
Wendy, you highlighted that 2025 delivered the strongest rent spreads and I believe, over a decade. I'm just wondering, is that pricing power being driven by any specific property types or regions?
Show response
Rent spread sustainability and regional pricing power
KIMKimco Realty2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q2
what does year 1 accretion actually look like on an AFFO basis?
Show response
Ross reframed from year-1 AFFO to the 300 to 350 basis point IRR uplift (sub-6% to high-8s/low-9s), giving the spread but not a specific year-1 AFFO figure.
Calendar 2024 Q4
Just of the bankruptcy boxes you've already gotten back, and may get back this year, what's the average square footage on those?
Show response
Party City boxes average 13,000 sq ft (8,000-slightly higher range), Joanne's around 32,000 sq ft. Majority expected to be backfilled with single-use operators at significant mark-to-market rents.
REGRegency Centers2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
you moved a small number of leases to cash basis in the first half. Just any color on what type of tenants those were
Show response
Mas explained both drivers of the non-cash cut, one outsized lease conversion and lower accelerated below market rent from higher retention, and stressed cash earnings are unaffected.
Calendar 2024 Q4
Could you just share more detail on what you plan to start in 2025 and what types of projects you see as adding the most value going forward?
Show response
Nick provided clear detail on $250M spend visibility and maintained 7%+ ground-up yield expectations with low-double-digit redevelopment returns.
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 |
|---|---|---|
| FRT Federal Realty Investment Trust | 2 | —Rate withheld: fewer than 3 questions |
| KIM Kimco Realty | 2 | —Rate withheld: fewer than 3 questions |
| REG Regency Centers | 2 | —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 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 3 | 33%1 of 3 questions | 3 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q23 questions · challenge rate 33% (1 of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Demand2
- Cost Pressure1
- Capital Allocation1
- Margin1
- Credit1
- Guidance Reliability1
- Pricing1
- Competitive Dynamics1
- Capex Investment1