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    Jessica Zheng • Green Street Advisors, LLC

    Jessica Zheng's questions to STAG Industrial Inc (STAG) leadership

    Jessica Zheng's questions to STAG Industrial Inc (STAG) leadership • Q2 2025

    Question

    Jessica Zheng from Green Street Advisors inquired whether multi-tenant developments are easier to lease than single-tenant ones and the strategic considerations for each. She also asked for color on the market fundamentals in Nashville, including demand drivers and the current supply situation.

    Answer

    EVP of Real Estate Operations Steve Kimball explained that while buildings are designed with the flexibility to be multi-tenant, they have successfully leased several as single-tenant facilities, demonstrating the importance of optionality. Regarding Nashville, Kimball and CEO William Crooker highlighted its healthy fundamentals, driven by a balance of manufacturing and distribution, strong population growth, and a relatively disciplined supply pipeline.

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    Jessica Zheng's questions to First Industrial Realty Trust Inc (FR) leadership

    Jessica Zheng's questions to First Industrial Realty Trust Inc (FR) leadership • Q2 2025

    Question

    Jessica Zheng of Green Street Advisors, LLC inquired about the behavior of private industrial developers in the current environment, specifically whether they are offering elevated concessions or cutting rents on their speculative development projects to secure tenants.

    Answer

    EVP Peter Schultz observed that where tenants have more choices, concessions have increased, but there isn't a material difference across the board. CIO Johannson Yap added that private developers are cautious about new starts due to expensive debt and are often sitting on land while they lease up existing vacant developments.

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    Jessica Zheng's questions to First Industrial Realty Trust Inc (FR) leadership • Q2 2025

    Question

    Jessica Zheng of Green Street Advisors asked about the current behavior of private industrial developers, specifically if they are offering higher concessions or cutting rents to secure tenants for spec developments.

    Answer

    EVP Peter Schultz noted that concessions have increased in markets with more available choices, but the difference is not material across the board. CIO Johannson Yap added that private developers are generally cautious about new starts due to expensive debt and existing vacancies, with many opting to hold onto their land.

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    Jessica Zheng's questions to Eastgroup Properties Inc (EGP) leadership

    Jessica Zheng's questions to Eastgroup Properties Inc (EGP) leadership • Q3 2024

    Question

    Jessica Zheng asked for color on the Austin market, noting the company's recent activity and large land bank there, given that it has recently experienced higher supply deliveries.

    Answer

    President and CEO Marshall Loeb expressed strong long-term optimism for Austin, citing its economic drivers and topographical limits on development. He acknowledged the recent supply but noted they acquired land at a discount and are strategically timing developments in submarkets like Hays County and Round Rock to navigate competition and capitalize on the market's long-term growth.

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