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Floris van Djikum

Managing Director and Senior Equity Analyst at Leuthold Thalmann

Floris van Dijkum is a Managing Director and Senior Equity Analyst at Ladenburg Thalmann & Co., specializing in real estate sector research. He covers 41 specific stocks in this area, earning a strong 3.42-star rating on TipRanks as a top Wall Street analyst with a proven track record of insightful investment recommendations. Van Dijkum brings extensive experience in equity analysis, having progressed through roles focused on real estate investments prior to his current position at Ladenburg Thalmann. He holds relevant professional credentials as a registered securities analyst, enabling comprehensive coverage and advisory services for institutional clients.

Floris van Djikum's questions to ACADIA REALTY TRUST (AKR) leadership

Question · Q4 2025

Floris van Djikum sought more details on Acadia Realty Trust's $150 million acquisition pipeline under agreement, specifically asking for the percentage allocated to New York versus other markets. He also questioned whether Acadia is experiencing competition from retailers directly purchasing their own stores and if retailers have expressed interest in buying properties from Acadia's portfolio.

Answer

CFO John Gottfried clarified that the $150 million under agreement falls into the 'other markets' category, outside of New York. CEO Kenneth F. Bernstein stated that it's very rare for retailers to be direct competition when Acadia is working on deals, and only one or two have approached them about purchasing properties. He views retailers' willingness to buy their own stores as an encouraging sign of commitment to these corridors.

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