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Analyst
David Rodgers
Period: Reporting periods mapped to calendar 2026 Q2 – 2026 Q3 (2 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned 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 5 of 5 questions from 3 companies
PLDPrologis2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
I'm curious if you're having any direct impact from data center moratorium or legislation
Show response
Letter said the pipeline has not been impacted by moratoriums; Caton said the 17% supplier share of leasing is strengthening; Arndt said no JV funding is required.
Calendar 2026 Q2
So can you talk a little bit about the change in cap rates, the change in asset pricing that you’re seeing
Show response
Arndt said yields and returns have been stable and valuation uplift comes from cash-flow growth, and sourced the promote to the Mexico FIBRA vehicle.
VTRVentas2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
is it just that you're getting those top 10% of the assets to fold that's kind of driving the incremental component?
Show response
Hutchens attributed the flow-through improvement to operating leverage at higher occupancy rather than asset mix.
maybe talk to me about where you think we are maybe in the cycle of development for Ventas in particular?
Show response
Hutchens quantified the rent gap required for development to pencil and said acquisitions remain the primary focus.
WELLWelltower1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
You guys have framed the path to the mid-30s margins kind of on a pre Covid flow through
Show response
Mitra gave flow through markers by occupancy but explicitly declined to set an overall portfolio margin target.
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 |
|---|---|---|
| PLD Prologis | 2 | —Rate withheld: fewer than 3 questions |
| VTR Ventas | 2 | —Rate withheld: fewer than 3 questions |
| WELL Welltower | 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 |
|---|---|---|---|
| 2026 Q2 | 4 | 0%none of 4 questions | 3 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Regulation Policy1
- Cloud & AI1
- Pricing1
- Capital Allocation1
- Revenue Growth1
- Capex Investment1
- Competitive Dynamics1
- Guidance Reliability1