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Michael Stefany

Senior Research Associate in Equity Research at Mizuho Securities USA LLC

Michael Stefany is a Senior Research Associate in Equity Research at Mizuho Securities USA LLC, where he focuses on the consumer sector and provides analysis on publicly traded companies within this space. He joined Mizuho in September 2024 after serving as a Research Analyst at Barclays Capital, bringing early-career experience to his current role. Stefany holds a bachelor’s degree from Villanova University, graduating in 2021, and is registered with FINRA, maintaining standard securities licenses for research professionals. While detailed performance metrics such as TipRanks rankings or documented returns are not publicly available, his coverage supports Mizuho’s institutional equity research offerings.

Michael Stefany's questions to AVALONBAY COMMUNITIES (AVB) leadership

Question · Q2 2025

Michael Stefany from Mizuho Securities asked about recent changes in construction hard cost inputs, noting that a cost breakdown chart from the Q1 presentation was absent in the Q2 deck.

Answer

Chief Investment Officer Matthew Birenbaum clarified that the chart was illustrative and the cost situation has not materially changed. He reiterated that the favorable trend of buyout savings from increased subcontractor competition is more than offsetting any material cost headwinds, and this trend has recently accelerated.

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Michael Stefany's questions to MID AMERICA APARTMENT COMMUNITIES (MAA) leadership

Question · Q1 2025

Michael Stefany, on for Haendel St. Juste, requested more detail on the expected cadence of blended spreads for the year and asked about the potential impact of immigration policy on demand.

Answer

EVP & COO Tim Argo reiterated expectations for blended spreads to improve through Q2 and Q3 before moderating in Q4, consistent with normal seasonality. CEO Brad Hill commented on immigration, stating that while they are monitoring policy changes, they are not currently seeing a material impact on operations or construction labor.

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