Charles Perron

Real Estate

Limited coverage. Only 5 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

Q1 '25Q4 '25

Focus Areas8 topics

Inventory2Demand2M&A1Capital Allocation1Revenue Growth1Innovation & R&D1Pricing1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

WYWeyerhaeuser2 quarters

2025 Q4

thoughts on inventory and how you approach the spring and busy season here

InventoryDemandView in transcript →

How are you approaching your A&D decisions into 2026

M&ACapital AllocationView in transcript →

Is there any other opportunities you could see to make similar deals to the large conservation easement transaction

Revenue GrowthInnovation & R&DView in transcript →

2025 Q1

what are you hearing from retailer demand through the spring and their willingness to ramp inventory given the demand uncertainty

DemandInventoryView in transcript →

How do you see the outlook for realization for EWP going forward?

PricingCompetitive DynamicsView in transcript →