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    Nick Yulico • Scotiabank

    Nick Yulico's questions to Camden Property Trust (CPT) leadership

    Nick Yulico's questions to Camden Property Trust (CPT) leadership • Q4 2024

    Question

    An analyst on behalf of Nick Yulico sought clarification on the projection for new lease rates turning positive in Q3, asking if rates are expected to continue improving sequentially into Q4 or revert to a normal seasonal pattern.

    Answer

    President and CFO Alexander Jessett confirmed that the company's budget assumes a return to normal seasonality. This implies that after turning positive in the third quarter, new lease rates would likely experience a seasonal softening in the fourth quarter, which is historically the weakest period for pricing power.

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    Nick Yulico's questions to Omega Healthcare Investors Inc (OHI) leadership

    Nick Yulico's questions to Omega Healthcare Investors Inc (OHI) leadership • Q3 2024

    Question

    Elmer Chang from Scotiabank questioned Omega's investment strategy between skilled nursing and senior housing, given the recent portfolio shift, and asked about the company's development exposure in Florida.

    Answer

    CEO C. Pickett explained that investments are driven by operator relationships rather than a specific segment allocation goal, though the trend towards senior housing may continue. He noted that Florida's reimbursement environment has become more favorable, making it an attractive market for development with the right operator.

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