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    Jeremy Kuhl

    Research Analyst at Goldman Sachs

    Jeremy Kuhl is an Equity Research Analyst at Goldman Sachs specializing in the coverage of U.S. Real Estate Investment Trusts (REITs), particularly within the storage and industrial sectors. He is credited with contributing research and financial analysis on leading public storage companies, such as Extra Space Storage (EXR) and Public Storage (PSA), and is recognized for his data-driven investment insights and contributions to the Goldman Sachs Factor Profile analysis suite. Jeremy began his finance career after earning his MBA from the Kellogg School of Management and has accumulated over three years of industry experience at Goldman Sachs. He holds multiple securities licenses and maintains FINRA registration, reflecting his credentials as a licensed securities professional.

    Jeremy Kuhl's questions to Safehold (SAFE) leadership

    Jeremy Kuhl's questions to Safehold (SAFE) leadership • Q2 2025

    Question

    Jeremy Kuhl, on for Caitlin Burrows, asked how Safehold plans to fund future originations for the remainder of the year and requested an update on the Park Hotels portfolio, specifically the two assets the tenant may not renew.

    Answer

    CFO Brett Asnas explained that the company has runway on its leverage and will use its well-hedged revolver, with plans to term out borrowings later. CEO Jay Sugarman addressed the Park portfolio, stating it's now down to five assets. Of the two non-renewals, one has a complex partner ground lease to resolve, and the other small asset will likely be sold, with most of the portfolio's value residing in the other three assets.

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    Jeremy Kuhl's questions to Extra Space Storage (EXR) leadership

    Jeremy Kuhl's questions to Extra Space Storage (EXR) leadership • Q2 2025

    Question

    Jeremy Kuhl, on for Caitlin Burrows, asked how the peak leasing season compared to expectations and inquired about existing customer behavior, including length of stay and ECRI acceptance, in the current environment.

    Answer

    EVP & CFO Jeff Norman stated the leasing season was in line with expectations, similar to the prior year. CEO Joseph Margolis described the existing customer base as a key strength, highlighting fewer vacates, increasing length of stay, low bad debt, and consistent acceptance rates for rent increases.

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    Jeremy Kuhl's questions to VICI PROPERTIES (VICI) leadership

    Jeremy Kuhl's questions to VICI PROPERTIES (VICI) leadership • Q2 2025

    Question

    Jeremy Kuhl of Goldman Sachs asked which regional gaming markets VICI finds most attractive given supply concerns. He also inquired if a recent reverse sale-leaseback by tenant Lucky Strike has any impact on VICI.

    Answer

    President & COO John Payne identified the Las Vegas locals market, Reno, and new markets like Virginia as attractive regional opportunities. Regarding Lucky Strike, EVP & CFO David Kieske stated their financing activities do not impact VICI and noted the strong relationship, highlighting Lucky Strike's recent acquisitions as a sign of a growth-oriented operator that could lead to future partnership opportunities.

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