Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Caroline Long
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned 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 3 of 3 questions from 1 company
KIMKimco Realty3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q1
I was just wondering if we could hear a little bit more on what you're seeing in terms of occupancy upside in '26
Show response
Jamieson attributed Q1 dip to American Signature bankruptcy with mark-to-market over 25% on backfills. H1 retention at 95%+ near all-time highs. 155 new leases in Q1. Flynn emphasized economic occupancy growth as real upside differentiator.
Calendar 2025 Q4
I was wondering if you could speak a little bit on what you are seeing in terms of tenant health so far
Show response
Jamieson cited credit quality as strongest in several years. Michaels restructured and repositioned successfully. 24 Hour Fitness bringing back prior CEO. 98% of 47 naked anchor leases resolved. Retention running at over 90% already in 2026.
Calendar 2025 Q3
I was just curious about the transaction environment and what you're seeing from an opportunity perspective
Show response
Cooper cited geographic and strategy diversification driving deal flow. Aggressive cap rates from private capital. Flynn added market intelligence at all-time highs with structured investment program expanding the funnel.
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 | 3 | 0%none of 3 questions |
- KIMKimco Realty · 3 questions0%none of 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 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 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Credit1
- Competitive Dynamics1
- Capital Allocation1