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    Francisco • Unidentified Analyst

    Francisco is an analyst whose current role, coverage universe, and performance metrics could not be validated based on available public sources. There is no verifiable information regarding his exact job title, specific companies he covers, historical performance data, career timeline, or professional credentials. Due to the absence of a LinkedIn profile and credible analyst tracking platforms listing, details about Francisco's background and achievements remain unavailable.

    Francisco's questions to Sky Harbour Group Corp (SKYH) leadership

    Francisco's questions to Sky Harbour Group Corp (SKYH) leadership • Q2 2024

    Question

    Unidentified analyst Francisco asked if ground leases contain strict development deadlines and how the company balances securing long-term leases for bondholders against shorter leases that allow for higher rent mark-ups for shareholders.

    Answer

    CEO Tal Keinan and Executive Francisco Gonzalez explained that lease performance requirements are typically relaxed, so development pressure is internal. They balance investor interests by staggering lease terms. They argued that demonstrating strong rent growth on renewals (citing a recent 32% increase) provides a different kind of security for bondholders, offsetting the risk of shorter lease tenors and benefiting both investor classes.

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