Sign in

    John Kalichewski

    Research Analyst at Wells Fargo Securities

    John Kilichowski is an Equity Analyst at Wells Fargo Securities, focusing on commercial and consumer services sectors. Since joining Wells Fargo Securities in 2022, he has contributed research covering companies within these industries, building on prior experience as a Research Analyst at Credit Suisse Securities and as an Associate at Elite Marketing Services. Kilichowski graduated from Vanderbilt University in 2017 and rapidly progressed in the finance sector, moving from associate roles to senior analyst positions. He maintains relevant securities industry credentials and regulatory registrations to support his equity research responsibilities.

    John Kalichewski's questions to CareTrust REIT (CTRE) leadership

    John Kalichewski's questions to CareTrust REIT (CTRE) leadership • Q3 2024

    Question

    John Kalichewski asked about the lease coverage of the new Tennessee portfolio, the Linx Healthcare relationship, and the competitive landscape for skilled nursing facility acquisitions.

    Answer

    Chief Investment Officer James Callister stated that the Tennessee portfolio's coverage is just under 1.0x on a trailing basis but is projected to stabilize around 1.5x. He noted that the Linx relationship is performing well. Regarding competition, Callister described the current M&A environment as 'incredibly competitive' with significant private capital, suggesting that the re-entry of other buyers would not dramatically alter the landscape.

    Ask Fintool Equity Research AI