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    Antara Nag-Chaudhuri • KeyBanc Capital Markets

    Antara Nag-Chaudhuri's questions to American Assets Trust Inc (AAT) leadership

    Antara Nag-Chaudhuri's questions to American Assets Trust Inc (AAT) leadership • Q1 2025

    Question

    Antara Nag-Chaudhuri of KeyBanc Capital Markets asked about plans to redeploy the remaining proceeds from the Del Monte Center sale and requested an update on the leasing pipeline and stabilization timeline for the La Jolla property.

    Answer

    President and CEO Adam Wyll stated that while AAT is monitoring multifamily and retail acquisition opportunities, the company is comfortable holding the excess cash for balance sheet strength amid economic uncertainty. Regarding La Jolla, Head of Office Steve Center described the market as tight, detailed a competitive proposal for a two-floor deal, and noted that leasing is expected to accelerate upon completion of spec suites and amenities in November.

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    Antara Nag-Chaudhuri's questions to Tanger Inc (SKT) leadership

    Antara Nag-Chaudhuri's questions to Tanger Inc (SKT) leadership • Q3 2024

    Question

    Antara Nag-Chaudhuri, on for Todd Thomas, questioned if Tanger expects to maintain its current pace of blended leasing spreads into 2025 and asked about the nature of the current acquisition pipeline.

    Answer

    CFO and CIO Michael Bilerman stated that with a low occupancy cost ratio of 9.5%, there is still room for rent growth, and he expects positive lease spreads to continue. Regarding acquisitions, he confirmed the pipeline is active with both marketed and off-market opportunities across outlet, open-air lifestyle centers, and properties adjacent to existing assets.

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