Dave Segall

Real Estate

Limited coverage. Only 6 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 '25Q2 '25

Focus Areas6 topics

Capital Allocation2Capex Investment2Pricing1Demand1Regulation Policy1Credit1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

6 questions

EQREquity Residential2 quarters

2025 Q2

It sounds like the expectation of lender pressure more activity has not played out. And I'm curious if you have any thoughts on why is that?

Capital AllocationView in transcript →

your CapEx guidance was reduced a little bit. Just curious what's driving that?

Capex InvestmentView in transcript →

2025 Q1

I'm curious if you have any thoughts on why those markets seem to be diverging slightly this quarter, and if you think one market tends to lead the other?

PricingDemandView in transcript →

can you just comment on the relative attractiveness of acquisitions, versus buybacks or your developments given where the shares are trading

Capital AllocationCapex InvestmentView in transcript →

ESSEssex Property Trust1 quarter

2025 Q1

I want to get your thoughts on Washington State's rent control proposal

Regulation PolicyView in transcript →

I'm just curious like how what the timeline would be to finally reach full normalization?

CreditView in transcript →