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Research firm
Green Street
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 193on tracked calls
- Challenge rate
- 8%16 of 193 questions
- Analysts
- 15with at least one question
- Companies
- 25questioned at least once
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.
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.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| John Pawlowski | 9 | 48 | 10%5 of 48 questions |
| Michael Stroyeck | 3 | 23 | 9%2 of 23 questions |
| Spenser Allaway | 3 | 16 | 6%1 of 16 questions |
| Chris Darling | 2 | 15 | 13%2 of 15 questions |
| Paulina Rojas | 3 | 15 | 0%none of 15 questions |
| Dylan Burzinski | 2 | 15 | 13%2 of 15 questions |
| Vince Tibone | 2 | 13 | 15%2 of 13 questions |
| Salil Mehta | 2 | 11 | 18%2 of 11 questions |
| David Guarino | 3 | 10 | 0%none of 10 questions |
| Ann Chan | 3 | 10 | 0%none of 10 questions |
- John Pawlowski9 companies · 48 questions10%5 of 48 questions
- Michael Stroyeck3 companies · 23 questions9%2 of 23 questions
- Spenser Allaway3 companies · 16 questions6%1 of 16 questions
- Chris Darling2 companies · 15 questions13%2 of 15 questions
- Paulina Rojas3 companies · 15 questions0%none of 15 questions
- Dylan Burzinski2 companies · 15 questions13%2 of 15 questions
- Vince Tibone2 companies · 13 questions15%2 of 13 questions
- Salil Mehta2 companies · 11 questions18%2 of 11 questions
- David Guarino3 companies · 10 questions0%none of 10 questions
- Ann Chan3 companies · 10 questions0%none of 10 questions
Show all 15 analysts
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| David SegallLimited sample | 2 | 6 | 0%none of 6 questions |
| Ryan CaviolaLimited sample | 1 | 5 | 0%none of 5 questions |
| Emily MecklerLimited sample | 1 | 3 | 0%none of 3 questions |
| Jenna PawlowskiLimited sample | 1 | 2 | 0%none of 2 questions |
| Brian CaijoloLimited sample | 1 | 1 | 0%none of 1 question |
- 0%none of 6 questions
- 0%none of 5 questions
- 0%none of 3 questions
- 0%none of 2 questions
- 0%none of 1 question
Companies
Most questions first, counting every analyst at this firm.
- VTRVentas14 questions
- ESSEssex Property Trust13 questions
- DOCHealthpeak Properties12 questions
- PSAPublic Storage12 questions
- VMRKVivmark Residential12 questions
- ORealty Income11 questions
- EXRExtra Space Storage10 questions
- INVHInvitation Homes10 questions
- AREAlexandria Real Estate Equities9 questions
- MAAMid-America Apartment Communities8 questions
- UDRUDR, Inc.8 questions
- VICIVici Properties8 questions
- WELLWelltower8 questions
- HSTHost Hotels & Resorts7 questions
- SPGSimon Property Group7 questions
- BXPBXP, Inc.6 questions
- PLDPrologis6 questions
- REGRegency Centers6 questions
- FRTFederal Realty Investment Trust5 questions
- KIMKimco Realty4 questions
- AVBAvalonBay Communities4 questions
- DLRDigital Realty4 questions
- CPTCamden Property Trust3 questions
- EQIXEquinix3 questions
Show all 25 companies
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 | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q4 | 27 | 4%1 of 27 questions | 13 | 19 |
| 2025 Q1 | 26 | 4%1 of 26 questions | 13 | 21 |
| 2025 Q2 | 32 | 19%6 of 32 questions | 13 | 20 |
| 2025 Q3 | 26 | 12%3 of 26 questions | 9 | 21 |
| 2025 Q4 | 30 | 0%none of 30 questions | 10 | 21 |
| 2026 Q1 | 29 | 3%1 of 29 questions | 11 | 19 |
| 2026 Q2 | 23 | 17%4 of 23 questions | 9 | 20 |
- 2024 Q427 questions · challenge rate 4% (1 of 27 questions) · 13 analysts · 19 companies
- 2025 Q126 questions · challenge rate 4% (1 of 26 questions) · 13 analysts · 21 companies
- 2025 Q232 questions · challenge rate 19% (6 of 32 questions) · 13 analysts · 20 companies
- 2025 Q326 questions · challenge rate 12% (3 of 26 questions) · 9 analysts · 21 companies
- 2025 Q430 questions · challenge rate 0% (none of 30 questions) · 10 analysts · 21 companies
- 2026 Q129 questions · challenge rate 3% (1 of 29 questions) · 11 analysts · 19 companies
- 2026 Q223 questions · challenge rate 17% (4 of 23 questions) · 9 analysts · 20 companies
Topics and sectors
Topics tagged on this firm’s questions
- Capital Allocation56
- Demand37
- Competitive Dynamics33
- Pricing33
- Capex Investment31
- Revenue Growth29
- M&A27
- Geographic Expansion18
- Regulation Policy16
- Cost Pressure10
Show all 21 topics
- Macroeconomic10
- Credit9
- Cloud & AI7
- Labor Market7
- Margin7
- Innovation & R&D6
- Guidance Reliability4
- Trade Tariffs3
- Subscriber Growth2
- Supply Chain1
- Product Launch1
Questions by company sector
- Real Estate193