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    Mason P. Guell • Robert W. Baird & Co.

    Mason P. Guell's questions to Camden Property Trust (CPT) leadership

    Mason P. Guell's questions to Camden Property Trust (CPT) leadership • Q2 2025

    Question

    Mason Guell from Baird inquired if Camden is now assuming longer lease-up periods for acquisitions currently in lease-up, compared to assumptions at the start of the year.

    Answer

    President & CFO Alex Jessett stated they are not changing their assumptions, noting that for a recent Austin acquisition, a slower lease-up was anticipated and underwritten from the start due to known market competition. EVP & COO Lori Baker added that while the submarket faces near-term supply challenges, it remains a compelling long-term asset.

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    Mason P. Guell's questions to Mid-America Apartment Communities Inc (MAA) leadership

    Mason P. Guell's questions to Mid-America Apartment Communities Inc (MAA) leadership • Q2 2025

    Question

    Mason Guell of Baird requested a performance update on MAA's two acquisition lease-up properties and asked if their initial yield expectations had changed.

    Answer

    EVP Timothy Argo confirmed there has been no real change to the yield assumptions for the acquisition lease-ups. He noted that while leasing velocity was slightly behind, in line with the broader portfolio, rent performance has been adequate, and the original yield expectations remain intact once the properties are fully stabilized.

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    Mason P. Guell's questions to Independence Realty Trust Inc (IRT) leadership

    Mason P. Guell's questions to Independence Realty Trust Inc (IRT) leadership • Q1 2025

    Question

    Mason P. Guell inquired about the difference in blended rent growth between Midwest and Sunbelt markets and the company's preference for acquiring lease-up versus stabilized assets.

    Answer

    EVP of Operations Janice Richards stated that Midwest blended rents are trending at 2-3%, while Sunbelt markets are seeing an improving positive trajectory. President and CFO Jim Sebra explained that acquisitions are opportunistic, with no specific preference for lease-up or stabilized assets, as long as they are accretive to earnings in year one and can be acquired below replacement cost.

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    Mason P. Guell's questions to UDR Inc (UDR) leadership

    Mason P. Guell's questions to UDR Inc (UDR) leadership • Q4 2024

    Question

    Mason P. Guell asked for an update on the 1,000 Oaks preferred equity investment, including current demand and its maturity status.

    Answer

    CFO & CIO Joe Fisher reported that the 1,000 Oaks project is experiencing very strong demand and leasing momentum, with occupancy rising from the low-90s to the mid-90s. He stated that due to this momentum, the equity partner will likely seek a short-term loan extension to maximize the asset's value before a transaction, which is still expected to occur this year.

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