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Analyst
Rob Stevenson
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 6 of 6 questions from 3 companies
MAAMid-America Apartment Communities3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
you talked about Austin, Phoenix and Nashville as weak given supply. Are you seeing any positive signs in those markets? Or they have enough tough 6 to 9 months ahead of them?
Show response
Tim ranked recovery timeline: Nashville first (downtown concessions declining, suburbs better), then Phoenix, then Austin (still very high supply despite declining). Austin has the lowest rent-to-income ratio and top 2-3 demand fundamentals, poised to perform well once supply wanes. Direct with good differentiation.
beyond Kansas City, can you talk about which of the 12 owned and controlled development sites are both ready to start and make sense from a return and supply demand perspective over the next sort o...
Show response
Brad identified specific pipeline: Phase 2 in Raleigh (out to price), 2 sites in D.C., site in Orlando with multiple phases. All 12 sites are approved, waiting for market fundamentals to improve. Kansas City Phase 2 within 6 months. Expects 4-5 total starts in next 6-12 months. Direct with specifics.
Calendar 2025 Q1
Are you seeing any meaningful changes in the acquisition volumes in your markets and pricing expectations
Show response
Brad: Q1 closings were from 2024 contracts. April deal volume dropped significantly. Pricing still consistent at sub-5% cap rates. Uncertainty impacting volume, not price. Direct.
CPTCamden Property Trust2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
How aggressive are you pursuing kitchen and bath renovations as well as the larger scale redevelopments at this point in the cycle
Show response
Jessett confirmed nearly 3,000 units being repositioned in 2025 at 8-10% ROIC, adding $150/door. Competitive advantage against new supply: lower basis with refreshed interiors makes 15-year-old assets look new.
Calendar 2024 Q4
can you talk about where expected yields on any of these new starts are penciling today given construction costs and expected rents
Show response
Campo cited projected 6% development yields consistent with current pipeline. Acknowledged difficulty finding projects that pencil at those numbers.
ORealty Income1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how should we be thinking about how much of the $5 billion or so of second half investment in the guidance
Show response
Roy said of the ~$10B full-year target, $9B will be on balance sheet; only the fund's remaining leverage capacity goes off-balance-sheet.
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 |
|---|---|---|
| MAA Mid-America Apartment Communities | 3 | 0%none of 3 questions |
| CPT Camden Property Trust | 2 | —Rate withheld: fewer than 3 questions |
| O Realty Income | 1 | —Rate withheld: fewer than 3 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment4
- Geographic Expansion2
- Capital Allocation1
- Revenue Growth1
- Competitive Dynamics1
- Macroeconomic1
- Margin1