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John Petersen

Research Analyst at Jefferies Financial Group Inc.

Jon Petersen is Managing Director and Head of the US REIT Team at Jefferies, specializing in equity research on publicly traded real estate investment trusts (REITs) with a focus on sectors including data centers, office, and industrial real estate. He has covered leading REIT companies such as Physicians Realty Trust and Welltower, among others, and is recognized for his in-depth sector knowledge and influential research; however, specific published performance metrics or recent rankings are not publicly available. Petersen began his career at UBS Investment Bank as an Associate REIT Analyst in 2007 before taking roles at Macquarie Securities, MLV & Co, and joining Jefferies where he advanced from Senior Research Associate to his current leadership position. He holds multiple FINRA licenses—including Series 7, 63, 86, and 87 through July 2025—and has completed CFA Level II.

John Petersen's questions to HEALTHPEAK PROPERTIES (DOC) leadership

Question · Q3 2025

John Petersen asked for an update on Healthpeak's CCRC portfolio, specifically how the company views it as a long-term hold on its balance sheet, given past suggestions of a potential sale.

Answer

Scott Brinker, President and CEO, expressed satisfaction with owning the CCRC portfolio, particularly 100% of it, and praised LCS for their incredible performance in driving value. He highlighted strong fundamentals, significant investments in the buildings, and unprecedented growth, with a compounded growth rate of approximately 9% over the last six years, even through downturns. Mr. Brinker concluded that Healthpeak is happy to hold the CCRC portfolio for the foreseeable future.

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Question · Q3 2025

John Petersen requested an update on the company's perspective regarding the CCRC portfolio as a long-term hold on its balance sheet, given past discussions about potential sales.

Answer

President and CEO Scott Brinker expressed satisfaction with owning the CCRC portfolio, particularly 100% ownership. He praised LCS's operational performance and the dedicated team's efforts, highlighting strong fundamentals, recent capital investments, and an impressive compounded NOI growth rate of approximately 9% over the past six years, indicating it will remain a long-term hold.

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