Sign in

    Marc Samuel Bachner

    Managing Director and Senior Equity Research Analyst at Stifel

    Marc Samuel Bachner is a Managing Director and Senior Equity Research Analyst at Stifel, specializing in the coverage of Real Estate Investment Trusts (REITs), with a focus on apartment, office, and healthcare sectors. He is known for his in-depth research on leading companies such as Equity Residential, AvalonBay Communities, and Welltower, and is recognized in analyst performance rankings for his accurate stock recommendations and thorough sector analysis. Bachner began his finance career after earning his degrees from leading universities, joined Stifel in the 2010s, and previously held research positions at other prominent investment firms. He holds FINRA Series 7, 63, 86, and 87 licenses, underscoring his professional credentials in securities research and investment analysis.

    Marc Samuel Bachner's questions to HCP leadership

    Marc Samuel Bachner's questions to HCP leadership • Q4 2024

    Question

    Asked about intra-quarter linearity and whether the positive macro trends and abatement of optimization observed in Q4 continued into February.

    Answer

    Q4 linearity was stronger than expected but followed typical enterprise patterns of being back-half weighted. The positive macro signs observed in Q4, along with the abatement of the optimization cycle, have informed the company's full-year guidance and confidence in its recovery plan.

    Ask Fintool Equity Research AI