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    David Siegel

    Research Analyst at Green Street Advisors

    David Siegel is not publicly listed as an analyst or executive at Green Street Advisors in available industry directories or professional networks, and there is no verifiable LinkedIn profile directly connecting him to this firm. Previous career data points to a David Siegel who has held senior roles such as Managing Director of Business Development at LLR Partners, with earlier leadership experience at Ernst & Young and The Hackett Group, but there is no evidence tying this professional background to Green Street Advisors. No measurable performance metrics, specific company coverage in real estate analytics, FINRA registration, or securities licenses relevant to the analyst role at Green Street Advisors are available. Accordingly, a specialized analyst profile for David Siegel at Green Street Advisors cannot be substantiated at this time.

    David Siegel's questions to EQUITY LIFESTYLE PROPERTIES (ELS) leadership

    David Siegel's questions to EQUITY LIFESTYLE PROPERTIES (ELS) leadership • Q4 2024

    Question

    David Siegel sought to clarify if ELS's 2025 guidance assumes annual RV churn returns to the historical 5% level and asked for a breakdown of the drivers behind the implied improvement in transient RV demand after Q1.

    Answer

    Executive Paul Seavey confirmed the business is projected to run consistent with historical norms, with churn normalizing. For transient and seasonal RV revenue after Q1, he explained that guidance is based on a conservative 'flat to up slightly' assumption due to the short booking window and lack of visibility, rather than an expectation of improving underlying demand.

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