Tellvest

Companies Economy Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Andy Reale (Bank of America) — Tellvest

Analysts/Andy Reale

Andy Reale

Bank of America

Real Estate

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

Companies

Questions

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

Challenge Trend

Q4 '24Q4 '25

Focus Areas5 topics

Demand2Pricing1Competitive Dynamics1Capex Investment1Revenue Growth1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

FRTFederal Realty Investment Trust1 quarter

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?

DemandPricingView in transcript →

KIMKimco Realty1 quarter

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?

DemandCompetitive DynamicsView in transcript →

REGRegency Centers1 quarter

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?

Capex InvestmentRevenue GrowthView in transcript →