Georgi Dinkov

Real Estate

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Revenue Growth3Capital Allocation1Subscriber Growth1Demand1

Question History3 questions

VTRVentas1 quarter

2025 Q2

How things are shaping up for the Brookdale transition. And what should we assume for the fall of NOI in the fourth quarter within the triple-net segment

Capital AllocationRevenue GrowthView in transcript →

how did the change in the same-store pool impacted your same-store growth during the quarter. And then the 21 assets change in the pool

Subscriber GrowthRevenue GrowthView in transcript →

WELLWelltower1 quarter

2025 Q2

you increased the year-over-year guide by 10 basis points. Are you still baking in normal seasonality in the fourth quarter?

DemandRevenue GrowthView in transcript →