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    Kathryn Graves • Mizuho Securities USA Inc.

    Kathryn Graves's questions to EPR Properties (EPR) leadership

    Kathryn Graves's questions to EPR Properties (EPR) leadership • Q2 22025

    Question

    Kathryn Graves of UBS Group AG asked about the criteria for selling education assets and the nature of buyer interest. She also inquired about EPR's comfort level with its Six Flags exposure following headlines about park closures.

    Answer

    CEO Greg Silvers and CIO Greg Zimmerman clarified that education asset sales are driven by attractive cap rates and would likely be done on a portfolio basis. Regarding Six Flags, Greg Silvers expressed comfort, viewing the park closures as a strategic rationalization by the tenant to lower debt and improve their credit profile, which is ultimately a positive for EPR as a landlord.

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    Kathryn Graves's questions to Four Corners Property Trust Inc (FCPT) leadership

    Kathryn Graves's questions to Four Corners Property Trust Inc (FCPT) leadership • Q1 2025

    Question

    Kathryn Graves of UBS inquired about the expected cadence of acquisitions for the remainder of 2025, given the strong start to the year. She also asked if a recent bankruptcy of a large Burger King franchisee was a systemic issue or franchisee-specific.

    Answer

    CEO William Lenehan stated that while the current pipeline is strong, visibility for the second half of the year is limited due to macro uncertainty and typical 60-90 day deal cycles. He noted FCPT does not provide guidance to maintain disciplined decision-making. Regarding the Burger King franchisee, Lenehan confirmed it was 'very much a specific issue to that franchisee' and not a broader concern.

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    Kathryn Graves's questions to Alpine Income Property Trust Inc (PINE) leadership

    Kathryn Graves's questions to Alpine Income Property Trust Inc (PINE) leadership • Q4 2024

    Question

    Kathryn Graves of Mizuho Securities asked about Alpine Income Property Trust's plans for its Walgreens exposure and its 2025 appetite for property acquisitions versus construction loans.

    Answer

    John Albright, CEO, confirmed that another Walgreens property sale is being negotiated and timed with new acquisitions. He elaborated on the investment strategy, highlighting the appeal of construction loans due to enhanced credit, lower LTVs, and higher yields in a capital-constrained market. Albright noted a robust pipeline for both loans and core acquisitions, suggesting a potential 50-50 split between the two investment types in 2025.

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    Kathryn Graves's questions to Netstreit Corp (NTST) leadership

    Kathryn Graves's questions to Netstreit Corp (NTST) leadership • Q3 2024

    Question

    Kathryn Graves inquired about the current transaction environment compared to the first half of the year and asked what consumer trends the company is proactively monitoring.

    Answer

    CEO Mark Manheimer described the transaction opportunity set as having picked up significantly, with the main hurdle remaining seller expectations rather than competition. He noted that the company is cautiously monitoring pressure on lower and middle-income consumers and slowing job growth, ensuring new investments have strong balance sheets and unit-level economics to withstand potential disruption.

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