Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Dori Kesten
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 3 companies
FRTFederal Realty Investment Trust1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
You've talked about the acceleration in transaction volume, expected for the last few quarters. Are you seeing that up?
Show response
CFO highlighted strong balance sheet positioning and financial flexibility; acquisitions team confirmed unprecedented pipeline activity with more product available due to debt maturity pressure on sellers.
KIMKimco Realty1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
I believe it's been quite some time since you last repurchased shares. I think it was back to 2018 or so. Can you just walk through the internal discussions
Show response
Cohen explained the team had only three trading days post-Liberation Day before blackout. FFO yield of ~9% and 24% discount to NAV made buyback most compelling use of capital vs alternatives.
REGRegency Centers1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
what is driving it's starting off wider
Show response
Mike noted the 80 bps range is consistent with historical initial guidance widths and identified move-out timing and credit loss as the main variables.
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 |
|---|---|---|
| FRT Federal Realty Investment Trust | 1 | —Rate withheld: fewer than 3 questions |
| KIM Kimco Realty | 1 | —Rate withheld: fewer than 3 questions |
| REG Regency Centers | 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- M&A1
- Revenue Growth1
- Guidance Reliability1