Nick Thillman

Real Estate

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

4

Questions

0%

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 Areas6 topics

Credit2Macroeconomic2Pricing1Competitive Dynamics1Capex Investment1Geographic Expansion1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

PLDPrologis4 quarters

2026 Q1

it seems historically relative to historical trends, just cap rates by market or historically tight. I'm wondering if you guys could provide a little bit more commentary on markets where maybe you'...

PricingCompetitive DynamicsView in transcript →

2025 Q4

what percent of that bank do you think in the money when it comes to new construction

Capex InvestmentGeographic ExpansionView in transcript →

2025 Q3

I just kind of wanted we hear a little bit on just credit risk

CreditMacroeconomicView in transcript →

2025 Q2

an update here through 2Q, just kind of with the macro uncertainty

CreditMacroeconomicView in transcript →