Sign in

    Mike Mueller

    Senior Equity Research Analyst at JPMorgan Chase & Co.

    Mike Mueller is a Senior Equity Research Analyst at JPMorgan Chase & Co., specializing in real estate investment trusts (REITs) and related financial sectors. He covers a broad array of companies within these industries, with a proven track record reflected in analyst performance rankings and widely cited recommendations. Mueller began his career in financial services over two decades ago and has held roles both at JPMorgan and other prominent financial institutions before focusing on equity research. He maintains professional credentials including FINRA registration and securities licenses, underlining his expertise and credibility in the investment research field.

    Mike Mueller's questions to REGENCY CENTERS (REG) leadership

    Mike Mueller's questions to REGENCY CENTERS (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.

    Ask Fintool Equity Research AI

    Mike Mueller's questions to Lineage (LINE) leadership

    Mike Mueller's questions to Lineage (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.

    Ask Fintool Equity Research AI

    Mike Mueller's questions to Marti Technologies (MRT) leadership

    Mike Mueller's questions to Marti Technologies (MRT) leadership • Q3 2018

    Question

    Mike Mueller asked whether lenders would have any influence over the dividend policy after the new lease is in place, if the Texas Ten portfolio's EBITDA is expected to recover to original underwriting levels, and for details on the lease's renewal options.

    Answer

    Chairman and CEO John McRoberts and Executive VP and CFO Jeff Walraven confirmed that once the new lease restores cash flow, lenders will have no say on the dividend beyond standard covenants. McRoberts stated they are not forecasting a full recovery to original EBITDA but expect improvement from the new operator. Walraven clarified the renewal option is not a market-rate reset but a continuation of the existing 2% annual rent escalators.

    Ask Fintool Equity Research AI