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Jenny Li

Jenny Li

Research Analyst at Morgan Stanley

New York, NY, US

Jenny Li is an analyst at Morgan Stanley, specializing in equity research within the financial sector. Her work involves deep analysis of listed institutions, supporting institutional clients seeking insights into market trends and specific company fundamentals. While public details on her exact performance metrics and company-specific coverage are limited, her career demonstrates a strong focus on analytical rigor and delivering actionable research. Jenny holds FINRA securities licenses as required for her role, evidencing her compliance with industry standard regulations.

Jenny Li's questions to Public Storage (PSA) leadership

Question · Q2 2025

Jenny Li from Morgan Stanley, on behalf of Ronald Kamdem, asked for an update on constructive markets influencing capital allocation and inquired about the potential for further operational automation and margin expansion.

Answer

CEO Joseph Russell noted continued progression across most markets, with capital allocation decisions driven by submarket-level data rather than broad market trends. He confirmed there is significant room for more operational optimization through technology like analytics and solar investments, which enhances customer satisfaction, employee engagement, and profitability.

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Jenny Li's questions to VICI PROPERTIES (VICI) leadership

Question · Q2 2025

Jenny Li of Morgan Stanley inquired about VICI's latest thoughts on its call option for the Caesars Forum Convention Center and its plans for the undeveloped land it owns on the Las Vegas Strip.

Answer

EVP & CFO David Kieske described the Caesars Forum as a very attractive asset given its location and VICI's conviction in Las Vegas, noting the company has a multi-year window to assess the option. CEO Edward Pitoniak characterized the undeveloped land as a 'land bank' with no current development plans, but which holds significant long-term value as Las Vegas continues to grow.

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Jenny Li's questions to Gaming & Leisure Properties (GLPI) leadership

Question · Q2 2025

Jenny Li of Morgan Stanley inquired about the four-wall coverage of the two properties transferred to the Bally's Master Lease 2 and asked about the potential size and priority of GLPI's financial commitment to New York's downstate casino projects.

Answer

CFO & Treasurer Desiree Burke stated that GLPI does not receive individual property coverage data, only lease-level data. On New York, Senior VP & Chief Development Officer Steven Ladany said GLPI would consider any project that meets its underwriting criteria (well north of 2.0x coverage) but noted there's a long process before any financing is finalized, and GLPI may or may not be the ultimate funding partner.

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Jenny Li's questions to Extra Space Storage (EXR) leadership

Question · Q3 2024

Jenny, on for Ronald Kamdem, asked about the magnitude of existing customer rate increases (ECRIs) for both pools and whether the company's focus will remain on occupancy over pricing.

Answer

CEO Joseph Margolis confirmed that both the LSI and EXR pools are now on the same ECRI program, with no difference in pace or amount. He reiterated that the company's primary goal is optimizing long-term revenue, and while current data supports leaning into occupancy, this strategy is dynamic and will be adjusted as market conditions change.

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