Jason Wayne

Real Estate

Limited coverage. Only 8 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

Q4 '24Q1 '26

Focus Areas7 topics

Demand4Credit3Capital Allocation2Capex Investment2Innovation & R&D1Guidance Reliability1Pricing1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History8 questions

INVHInvitation Homes1 quarter

2025 Q4

Can you just give some more color around how their team will assist in the process as you're growing out the build-to-rent platform

Capex InvestmentInnovation & R&DView in transcript →

ORealty Income4 quarters

2026 Q1

could you talk to your expectations on mix for sale versus re-lease and what kind of re-leasing capture -- what kind of recapture rates you're seeing

Capital AllocationDemandView in transcript →

You gave $750 million last quarter on track. Is that still the expectation for this year?

Capital AllocationView in transcript →

2025 Q4

can you give us some color on which tenants or industries are known today?

CreditView in transcript →

does lower year-over-year occupancy guidance include any lease terms so far in the first quarter?

Guidance ReliabilityDemandView in transcript →

2025 Q2

how many Family Dollars there actually are included into the Dollar Tree exposure

CreditDemandView in transcript →

lease expirations ticked up a bit quarter-over-quarter. I'm just wondering if you could break down how much of that was due to leases rejected

CreditDemandView in transcript →

2024 Q4

Development spending was down and development yields were up. Year over year in 2024. Just wondering what drove that

Capex InvestmentPricingView in transcript →