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    Caitlin Szczupak • Goldman Sachs

    Caitlin Szczupak's questions to Simon Property Group Inc (SPG) leadership

    Caitlin Szczupak's questions to Simon Property Group Inc (SPG) leadership • Q2 2025

    Question

    Caitlin Szczupak of Goldman Sachs asked about the acquisition of Brickell City Center, focusing on its potential upside and the broader landscape for other acquisition opportunities for Simon.

    Answer

    Chairman, CEO & President David Simon characterized the Brickell acquisition as accretive and below replacement cost, highlighting its long-term growth potential in Miami's central business district. He added that Simon's strong balance sheet allows it to pursue other unique opportunities and hinted that a couple more accretive deals could be announced this year.

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    Caitlin Szczupak's questions to Simon Property Group Inc (SPG) leadership • Q2 2025

    Question

    Caitlin Szczupak of Goldman Sachs inquired about the acquisition of Brickell City Center, asking about its perceived upside and the broader landscape for acquisition opportunities for Simon.

    Answer

    Chairman, CEO & President David Simon described Brickell as a great long-term asset in Miami's growing central business district, acquired on an accretive basis below replacement cost. He noted Simon's strong balance sheet allows it to pursue other opportunities, stating they will remain selective on product and price but are hopeful to announce more accretive deals this year.

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    Caitlin Szczupak's questions to Public Storage (PSA) leadership

    Caitlin Szczupak's questions to Public Storage (PSA) leadership • Q2 2025

    Question

    Caitlin Szczupak from Goldman Sachs, on behalf of Caitlin Burrows, asked about the strategic benefits of the ShurGard investment, plans for further international growth, and the catalysts needed for a return to stronger U.S. same-store revenue growth.

    Answer

    CEO Joseph Russell explained that the ShurGard partnership has provided valuable insights and confidence in applying their operational playbook internationally. SVP & CFO Thomas Boyle added that a return to stronger U.S. growth will be driven by continued demand improvement off the 2024 base combined with tapering new supply, a trend already visible in their stronger West Coast markets.

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    Caitlin Szczupak's questions to Kilroy Realty Corp (KRC) leadership

    Caitlin Szczupak's questions to Kilroy Realty Corp (KRC) leadership • Q2 2025

    Question

    Caitlin Szczupak from Goldman Sachs requested details on the conversations with the city regarding the Flower Mart project and the rationale for the updated capitalization timeline. She also asked for a comparison of leasing drivers between San Francisco and other markets.

    Answer

    CEO Angela Aman explained that constructive conversations with San Francisco officials about a more flexible plan for Flower Mart led to the updated assumption for capitalization to cease at year-end 2025. EVP & Chief Leasing Officer A. Robert Paratte contrasted the markets, highlighting AI and VC funding as key drivers in San Francisco, while LA is more bifurcated and San Diego benefits from life sciences.

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