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Analyst
Sydnie Rohme
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q3 (5 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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. See how we grade analysts on earnings-call questions.
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 3 of 3 questions from 2 companies
REGRegency Centers2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
I was wondering if you could elaborate a bit on the construction cost assumptions embedded in the 9% stabilized development yield and whether you're underwriting any cost relief or increased pressu...
Show response
Nick expressed confidence in stable construction costs over last 12-18 months and forward outlook. Proud of team's ability to project costs accurately even during prior volatile period.
Calendar 2025 Q3
if you could give a little bit of color on what your expectations are for rent spreads
Show response
Alan highlighted strong embedded rent step metrics and 13% cash spreads. Expressed confidence in continued upside in this supply-constrained environment.
FRTFederal Realty Investment Trust1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
how should we think about the timing of that 270 basis point gap converting into occupancy and rent commencement?
Show response
Management sized the signed-not-occupied pipeline at about $42 million and gave a 4Q, 2027 and 2028 commencement split.
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 |
|---|---|---|
| REG Regency Centers | 2 | —Rate withheld: fewer than 3 questions |
| FRT Federal Realty Investment Trust | 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 |
|---|---|---|---|
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Revenue Growth1
- Capex Investment1
- Margin1
- Pricing1