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    Matt Lichtman

    Vice President and Equity Research Analyst at Morgan Stanley

    Matt Lichtman is a Vice President and Equity Research Analyst at Morgan Stanley, focused on US retail sector coverage. He provides analysis on companies including Walmart, Target, Costco, Dollar General, and Kroger, delivering investment insights that inform institutional clients. Since joining Morgan Stanley in the early 2010s, Lichtman has built a reputation for detailed company-specific research and rigorous financial modeling after prior experience at a boutique investment research firm. He holds FINRA registrations including Series 7, 63, and 86/87, reflecting strong professional credentials and compliance with industry standards.

    Matt Lichtman's questions to American Assets Trust (AAT) leadership

    Matt Lichtman's questions to American Assets Trust (AAT) leadership • Q3 2024

    Question

    Matt Lichtman of Morgan Stanley inquired about the dynamics driving the comparable cash blended leasing spreads in the office and retail portfolios for the quarter and the outlook for 2025.

    Answer

    SVP Steve Center explained that office leasing spreads can vary significantly quarter-to-quarter depending on the specific deal mix but have consistently remained positive. CFO Robert Barton added that retail leasing spreads have been trending positively since the pandemic and are expected to continue this trend, supported by a well-leased portfolio and inflationary pressures. Executive Chairman Ernest Rady concluded that the company's prime locations and reputation for delivering on promises help secure favorable leasing terms.

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