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Analyst
Kathryn Graves
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned 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 4 of 4 questions from 1 company
ORealty Income4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q3
the majority of your dispositions were vacant assets, and I'm just wondering if you can provide some color on the re-leasing process
Show response
Roy explained economic analysis drives sell-vs-retenant decisions across casual dining, QSR, home improvement, and drugstores with back-half shifting to occupied sales.
how you expect that to help reduce G&A in the longer term and just how you sort of expect to maybe be able to use that
Show response
Roy distinguished analytics (90%+ accuracy on renewal prediction) from operational AI like PredictAP shifting staff from clerical to quality assurance roles.
Calendar 2024 Q4
your industrial exposure also increased a bit in the quarter. So just wondering if you can provide any color
Show response
Roy noted industrial growth is primarily through development and build-to-suit, as market pricing makes direct acquisitions difficult.
I'm just wondering if there are any consumer or retail trends that you're particularly paying attention to
Show response
Roy highlighted tariff risk to consumer electronics (60% from China) and apparel (22-23% from China), noting stretched retailers face acute pressure.
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 |
|---|---|---|
| O Realty Income | 4 | 0%none of 4 questions |
- ORealty Income · 4 questions0%none of 4 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 | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Capital Allocation1
- Innovation & R&D1
- Margin1
- Capex Investment1
- Trade Tariffs1
- Credit1