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    Jyoti Yadav • Citizens Capital Markets

    Jyoti Yadav's questions to Industrial Logistics Properties Trust (ILPT) leadership

    Jyoti Yadav's questions to Industrial Logistics Properties Trust (ILPT) leadership • Q2 2025

    Question

    Jyoti Yadav, on behalf of Mitch Germain, inquired about any one-time items in the quarter's earnings, such as lease termination fees. She also asked about the company's plans to refinance its $1.4 billion joint venture debt and whether to expect more asset sales in the near future.

    Answer

    CFO & Treasurer Tiffany Sy confirmed a $1.75 million remediation payment related to a scheduled lease termination and stated that the company is actively evaluating refinancing options for the JV debt. President & COO Yael Duffy added that while no other asset sales are currently in progress, additional dispositions could be considered in late 2025 or early 2026.

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    Jyoti Yadav's questions to LXP Industrial Trust (LXP) leadership

    Jyoti Yadav's questions to LXP Industrial Trust (LXP) leadership • Q4 2024

    Question

    Jyoti Yadav, on behalf of Mitch Germain, asked about the company's plans and ongoing discussions for its land bank, particularly following the exercise of the purchase option in Phoenix.

    Answer

    CIO and Executive Vice President Brendan Mullinix stated that the company's focus for its land bank remains on build-to-suit opportunities. He highlighted that the Phoenix site has seen the most activity and that he anticipates the company's next build-to-suit project will be located there.

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