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Ami

Ami

Research Analyst at UBS

New York, United States

Ami Terai is an Equity Research Analyst at JPMorgan Securities Japan Co., Ltd., and not UBS, with a specialization in Japanese equities across sectors such as consumer goods and industrials. Terai covers major Japanese listed companies, including ASICS Corporation, where he is recognized as a named covering analyst on official investor relations documentation. While detailed performance metrics and quantitative rankings are not publicly available, Terai is regularly cited among leading analysts tracking Japan's blue-chip corporates. Ami Terai has established a career at JPMorgan Securities Japan, building industry expertise and maintaining regulatory credentials typical for analysts in Japan, though specific FINRA or securities license details are not listed in available records.

Ami's questions to CAMDEN PROPERTY TRUST (CPT) leadership

Question · Q4 2025

Ami questioned the company's confidence in redeploying capital from asset sales within the 1031 window, given increased competition and low cap rates in the Sun Belt. She also asked about potential earnings and tax implications if the capital is not redeployed.

Answer

Alex Jessett, President and CFO, expressed confidence in redeploying capital, citing Camden's reputation as a reliable buyer and the acquisition team's capabilities, having completed $423 million in acquisitions in 2025. He stated that if capital cannot be redeployed, there would be tax consequences, likely necessitating a special dividend.

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Ami's questions to EQUITY RESIDENTIAL (EQR) leadership

Question · Q3 2025

Ami asked about the expected impact of announced Amazon layoffs and Equity Residential's portfolio exposure to affected submarkets. She also inquired about leasing concessions, including what is being offered, concentration in certain markets, and whether concessions are offered on renewals.

Answer

Michael Manelis (COO) stated that only about 3% of their units had residents employed at Amazon at the time of move-in, with higher concentration in Seattle's South Lake Union. He views the diversified portfolio as de-risking direct pressure. He confirmed very limited concessions on renewals. For new leases, cash concessions increased in Q3, averaging about seven days of rent concessed per move-in, concentrated in Washington, DC, and expansion markets, expecting to tick up to about eight days per move-in in Q4.

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Question · Q3 2025

Ami asked about the expected impact of announced Amazon layoffs on Equity Residential's portfolio and its exposure to specific affected submarkets. She also inquired about current leasing concession offerings, their market concentration, and whether concessions are being used for renewals.

Answer

Michael Manelis, Chief Operating Officer, noted that 3% of units had residents employed by Amazon at move-in, with higher concentration in Seattle's South Lake Union, but viewed the layoffs as dispersed and not a major concern due to the skilled workforce and severance packages. He stated that concessions are very limited for renewals. For new leases, cash concessions increased in Q3 (averaging 7 days of rent per move-in), concentrated in DC and expansion markets, and are expected to tick up to 8 days per move-in in Q4.

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