Keegan Carl

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 Areas3 topics

Pricing1Demand1Capital Allocation1

Question History2 questions

EXRExtra Space Storage1 quarter

2024 Q4

how should we think about, like, the curve of move-in rates versus typical seasonality? Like, are you expecting anything different in 2025 relative to what you normally would expect

PricingDemandView in transcript →

how should we think about capital recycling this year just given your LSI portfolio becomes 1031 eligible?

Capital AllocationView in transcript →