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Analyst
Bennett Rose
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 2 companies
VICIVici Properties2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
is there anything kind of on your watch list or things that you're concerned about coverage going forward
Show response
CAO confirmed all other loans performing and current. Described active quarterly asset management review of every lease and loan investment with deep insight into all partners.
it looks like the escalators going forward were reduced? Or is that -- or is the rent going forward the same as well?
Show response
CFO confirmed escalation change but emphasized trade-off: less upside potential but eliminated downside volatility from percentage rent, creating much simpler structure.
MARMarriott International1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
do you see sort of solid evidence that Americans might be leaning into domestic travel here versus international travel
Show response
Tony cautiously optimistic but noted 3-week transient booking window limits visibility into summer. Jen added that initial conflict-driven pullback in international bookings has normalized.
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 |
|---|---|---|
| VICI Vici Properties | 2 | —Rate withheld: fewer than 3 questions |
| MAR Marriott International | 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Credit2
- Demand1
- Macroeconomic1
- Capital Allocation1