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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

Question · Q4 2025

David Siegel asked if the MH portfolio guidance, which implies most growth from rent and a small bump from other income, combined with higher expansion sites, suggests a further dip in occupancy for the year. He also questioned why RV performance in Q4 landed below guidance, specifically what factors in December caused the lag.

Answer

Paul Seavey (EVP and CFO) clarified that the company's practice is not to make specific occupancy gain assumptions in guidance. Marguerite Nader (CEO) explained that the Q4 RV performance lagged due to a 'weather effect' in December, with moderate temperatures in the north leading to fewer bookings compared to previous years, which was the opposite of the positive weather-driven bookings seen in January.

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Question · Q4 2025

David Siegel asked if the guidance for the MH portfolio, implying most growth from rent rather than occupancy, suggests a further dip in occupancy this year, especially with more expansion sites. He also sought to understand why Q4 RV performance landed below guidance, despite Canadian booking pace being in line with prior discussions.

Answer

Paul Seavey (EVP and CFO) stated that the company does not make specific occupancy gain assumptions in its guidance. Marguerite Nader (CEO) attributed the Q4 RV performance lag to unusually moderate temperatures in the north during December, which reduced bookings compared to previous years, contrasting with the positive weather-driven bookings seen in January.

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Question · Q4 2024

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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