Jon Petersen

Real Estate

Limited coverage. Only 7 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

Q2 '25Q1 '26

Focus Areas8 topics

Geographic Expansion2Competitive Dynamics2Cloud & AI2Demand2Capital Allocation2Margin1Cost Pressure1Capex Investment1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History7 questions

DLRDigital Realty4 quarters

2026 Q1

can you talk through what the operating expense line items are that are maybe pulling down organic growth

MarginCost PressureView in transcript →

2025 Q4

talk about the decision-making when you enter a new market on going with more, like, interconnection-focused colo

Geographic ExpansionCompetitive DynamicsView in transcript →

2025 Q3

are you starting to see examples of any latency-sensitive hyperscaler AI applications coming to DLR markets

Cloud & AIDemandView in transcript →

2025 Q2

What do you think is driving the inflection in growth in the 0-1 megawatt category?

Competitive DynamicsDemandView in transcript →

DOCHealthpeak Properties1 quarter

2025 Q3

I'm just curious for an update on how you're thinking about that portfolio as a long-term hold on your balance sheet

Capital AllocationView in transcript →

EQIXEquinix1 quarter

2025 Q3

Can you give us just some more details on if any 1 or 2 of those sites are particularly larger than the others

Capex InvestmentGeographic ExpansionView in transcript →

PLDPrologis1 quarter

2025 Q3

you said you're exploring additional capitalization strategies. Can you talk more about what that might look like

Cloud & AICapital AllocationView in transcript →