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    Jeff Specter

    Wall Street Analyst at Bank of America

    Jeffrey Spector is a Wall Street Analyst at Bank of America Securities specializing in the financial sector, with a focus on U.S. market companies such as American Healthcare REIT and Simon Property Group. Spector covers 61 stocks and has issued 169 ratings, maintaining a career success rate of 55% and achieving an average return of 5.6% per rating according to TipRanks, ranking #2,665 out of 9,358 Wall Street analysts. He has been with Bank of America Securities since at least 2016, previously listed as an analyst in public coverage directories for firms like Brixmor. Spector holds professional credentials recognized by industry platforms and is accessible through multiple investor relations channels.

    Jeff Specter's questions to Kennedy-Wilson Holdings (KW) leadership

    Jeff Specter's questions to Kennedy-Wilson Holdings (KW) leadership • Q4 2024

    Question

    Jeff Specter asked about global institutional interest in U.S. real estate, the strategy for exiting office and retail assets, and the apartment supply outlook in Sunbelt markets like Texas and Arizona.

    Answer

    CEO William J. McMorrow confirmed very strong institutional interest in U.S. real estate, particularly from Asia, and noted the credit business is creating new equity opportunities in the Sunbelt. President Matthew Windisch clarified that while balance sheet capital won't go to office/retail, the investment management platform might pursue opportunistic deals. He also noted that new construction starts remain low, suggesting a significant ramp-down in supply deliveries in about 18 months.

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