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    Mike Mueller • JPMorgan Chase & Co.

    Mike Mueller's questions to Regency Centers Corp (REG) leadership

    Mike Mueller's questions to Regency Centers Corp (REG) leadership • Q2 2025

    Question

    Mike Mueller from JPMorgan Chase & Co. inquired about the future mix between ground-up development and redevelopment projects in the investment pipeline.

    Answer

    CIO Nick Wibenmeyer stated that while redevelopment remains a core activity, he anticipates that the majority of future project starts in the $250 million-plus annual range will come from ground-up developments. This shift is driven by the success of the ground-up program and the high occupancy across the existing portfolio, which limits large-scale redevelopment opportunities.

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    Mike Mueller's questions to Lineage Inc (LINE) leadership

    Mike Mueller's questions to Lineage Inc (LINE) leadership • Q3 2024

    Question

    Mike Mueller questioned how indicative the ColdPoint acquisition's pricing is of the broader market and how much Lineage can improve the asset's EBITDA.

    Answer

    CEO W. Lehmkuhl stated the deal was sourced at an approximate 14x multiple. He affirmed that, consistent with their strategy for all acquisitions, Lineage expects to improve the asset's performance over time, with all improvements benefiting shareholders.

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