Jenna Pawlowski

Real Estate

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

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

Capex Investment1Capital Allocation1Pricing1Revenue Growth1

Question History2 questions

VTRVentas1 quarter

2024 Q4

The $285 million in FAD CapEx, it's up about 15% year over year. Is that this level should we expect this level to continue for the next few years

Capex InvestmentCapital AllocationView in transcript →

Was it you referenced RevPAR being 30 to 40% higher in your higher occupancy tranche properties versus low occupancy. Is that RevPAR growth rates are 30 to 40% higher

PricingRevenue GrowthView in transcript →