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Jason Conley

Managing Director and Senior Equity Research Analyst at Barclays PLC

Jason Conley is a Managing Director and Senior Equity Research Analyst at Barclays, specializing in the industrials sector with a focus on multi-industry conglomerates and machinery companies. He covers a range of publicly traded firms including Illinois Tool Works, Paccar, and Roper Technologies, and is recognized for providing detailed, data-driven investment recommendations. Conley began his Wall Street career in equity research in the early 2000s, previously holding analyst roles at Citi and UBS before joining Barclays in 2017. He holds FINRA Series 7, 63, 86, and 87 securities licenses and has been ranked as a top analyst by platforms such as TipRanks, achieving a success rate above 60% and consistently generating positive returns for investors.

Jason Conley's questions to EQUITY LIFESTYLE PROPERTIES (ELS) leadership

Question · Q3 2025

Jason Conley asked about the weaker-than-expected RV and marina annual performance, specifically if storm-damaged properties are still having an impact and if they are back online.

Answer

Patrick Waite, President and COO, confirmed the impact on the marina portfolio from three storm-damaged properties, noting delays in permitting and construction. He expects these properties to be fully online in 2026, attributing the issue to reduced capacity rather than an overall demand impact.

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