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John Pawlowski

Managing Director at Green Street Advisors LLC

John Pawlowski is a Managing Director at Green Street Advisors LLC, specializing in residential and health care real estate research, including senior housing and apartment sectors. He provides analysis on market outlooks, such as projecting mid-90th percentile occupancy rates and low double-digit stabilized same-store NOI growth for senior living over the next five years, while highlighting low-risk profiles for assisted living and memory care amid economic uncertainties. Pawlowski has been quoted extensively on housing trends, renter net worth estimates around $5,500, and sector resilience to tariffs and supply constraints, drawing from his role previously as a senior analyst at the firm covering residential REITs like UDR.

John Pawlowski's questions to CAMDEN PROPERTY TRUST (CPT) leadership

Question · Q4 2025

John Pawlowski followed up on development economics, asking for an estimate of current yields for the four properties in Camden Property Trust's pipeline, specifically how they are trending given recent market rent growth challenges.

Answer

President and CFO Alex Jessett clarified that the current pipeline consists of two deals (Baker in Denver and Gulch in Nashville) plus a couple of controlled sites. He stated that the controlled sites are penciling in the mid-5% range on an untrended basis, while Baker and Gulch are more challenging, with the company waiting for improved economics (e.g., further cost reductions or market clarity) before starting them, likely towards the end of the year.

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