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CBRE — Tellvest
Firms
/
CBRE
CBRE
Consumer Cyclical (32)
Real Estate (9)
2
Analysts
4
Companies
41
Questions
Trends
up to 8 quarters
Questions per Quarter
6
Q4'24: 6
Q4'24
6
Q1'25: 6
8
Q2'25: 8
Q2'25
5
Q3'25: 5
6
Q4'25: 6
Q4'25
6
Q1'26: 6
4
Q2'26: 4
Q2'26
Questions
Challenging
Active Analysts
1
Q4'24: 1
Q4'24
2
Q1'25: 2
1
Q2'25: 1
Q2'25
1
Q3'25: 1
1
Q4'25: 1
Q4'25
1
Q1'26: 1
1
Q2'26: 1
Q2'26
Companies Covered
3
Q4'24: 3
Q4'24
3
Q1'25: 3
4
Q2'25: 4
Q2'25
3
Q3'25: 3
4
Q4'25: 4
Q4'25
4
Q1'26: 4
3
Q2'26: 3
Q2'26
Analysts
2
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
John DeCree
LVS
MGM
VICI
WYNN
39
—
Colin Mansfield
Focus Areas
15 topics
Demand
21
Capital Allocation
10
Geographic Expansion
10
Competitive Dynamics
7
Capex Investment
7
Pricing
6
M&A
4
Revenue Growth
3
Macroeconomic
2
Trade Tariffs
2
Cost Pressure
1
Company Coverage
4 companies
MGM
MGM Resorts
13q
WYNN
Wynn Resorts
12q
VICI
Vici Properties
9q
LVS
Las Vegas Sands
7q
LVS
2
—
John DeCree
4 companies
39
Questions
Colin Mansfield
1 company
2
Questions
Margin
1
Innovation & R&D
1
Credit
1
Regulation Policy
1