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Phillips Edison & Company, Inc. (PECO) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 06:50
公司业绩表现 - 预计今年将实现3%至4%的净营业收入增长[2] - 预计今年FFO增长率为6%至7%[3] - 股息最近上调近6%[3] 未来增长预期 - 平台和投资组合预计每年可带来3%至4%的净营业收入增长[2] - 净营业收入增长将转化为中高单位数的每股FFO增长[2] - 预计明年将保持相同的增长态势[3]
Equity LifeStyle Properties, Inc. (ELS) Presents at BofA Securities 2025 Global Real
Seeking Alpha· 2025-09-11 03:25
公司业务模式 - 公司91%收入来自年度性来源 对全年业绩具有重要影响[3] 财务表现 - 自首次公开募股30年来 公司年化回报率达到14%[3] - 长期净营业收入增长率为4.4%[4] - 每股运营资金增长率为8.4%[4] 管理层介绍 - 公司出席高管包括首席执行官Marguerite Nader 执行副总裁兼首席财务官Paul Seavey 总裁兼首席运营官Patrick Waite[1] - 首席财务官将提供运营更新 总裁将讨论经济周期中的公司表现[2]
Equity LifeStyle Properties, Inc. (ELS) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 03:25
PresentationI'll turn it over to Marguerite to share some opening remarks, and then happy to jump into Q&A and want this to be interactive.Welcome to Bank of America's 2025 Global Real Estate Conference. I'm Jana Galan, and I cover the residential REITs at BofA. We're very pleased with us to have Equity LifeStyle's CEO, Marguerite Nader; EVP and CFO, Paul Seavey; and President and COO, Patrick Waite.Marguerite NaderCEO & Non-Independent Vice Chairman Wonderful. Thank you very much, Jana. I appreciate the op ...