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Haendel St. Just

Managing Director and Senior Equity Research Analyst at Mizuho Securities USA LLC

Haendel St. Juste is a Managing Director and Senior Equity Research Analyst at Mizuho Securities USA, specializing in U.S. Real Estate Investment Trusts (REITs). He covers a wide range of publicly traded real estate companies, including AvalonBay Communities, Simon Property Group, American Homes 4 Rent, and Kimco Realty, and is actively engaged in setting price targets and providing investment recommendations for these firms. Prior to joining Mizuho in February 2016, he co-headed REITs & Homebuilders research at Morgan Stanley and led REIT coverage at Keefe, Bruyette & Woods and Green Street Advisors, bringing over sixteen years of experience in equity research and investment banking. St. Juste holds an MBA from NYU’s Stern School of Business and a BA from Adelphi University, and maintains active FINRA registration as a broker with the required securities licenses.

Haendel St. Just's questions to NETSTREIT (NTST) leadership

Question · Q4 2025

Handel St. Juste (via Ravi Vaidya) inquired about NETSTREIT's strategy for balancing tenant credit and yield in capital deployment, noting the shift in top tenants and asking if there's a greater focus on four-wall coverage or lease term. He also asked about management's confidence in reaching the upper end of the acquisition and AFFO guidance, and the progress of capital deployment in Q1.

Answer

Mark Manheimer (CEO, NETSTREIT Corp.) explained that Academy, despite being sub-investment grade, is considered a high-quality retailer with strong financials and potential for an upgrade. He noted that better risk-adjusted returns are often found in the non-rated bucket, where NETSTREIT performs its own underwriting, securing stronger leases and pure absolute triple net terms. Dan Donlan (CFO, NETSTREIT Corp.) added that management always biases towards the upper end of the guidance range, driven by net investment activity, G&A, dilution, and credit events, expressing confidence in reaching the upper end. Mark Manheimer also stated confidence in hitting the high end of the acquisitions guide, especially with fewer property sales planned.

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Haendel St. Just's questions to EQUITY RESIDENTIAL (EQR) leadership

Question · Q2 2025

On behalf of Haendel St. Just at Mizuho Securities, a question was asked about the operating strategy and concession expectations for the D.C. and Los Angeles markets in the second half of the year. A follow-up question requested details on renewal rates being sent out for August and September.

Answer

EVP & COO Michael Manelis stated that in D.C., the strategy is to maintain occupancy, with some concessions expected in the shoulder season. In L.A., performance varies by submarket, with West L.A. showing strength while Downtown will likely continue to see concessions. For upcoming renewals, he noted offers were sent at just over 6%, with an expected achievement of 4.25% to 4.5% on a net effective basis.

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Fintool can predict EQUITY RESIDENTIAL logo EQR's earnings beat/miss a week before the call