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    Nikita Bely

    Vice President and Equity Research Analyst at J.P. Morgan

    Nikita Bely is a Vice President and Equity Research Analyst at J.P. Morgan India Private, specializing in coverage of listed equities with a focus on Indian markets. With experience conducting research for firms such as Realty Income and Safety, Income & Growth Inc., Bely's role involves detailed company analysis and market insight, though published, quantitative performance track records and rankings are not publicly available. Bely began her career as an Equity Research Associate at Wells Fargo Securities before joining J.P. Morgan, and is currently registered with FINRA in association with J.P. Morgan Securities LLC as a licensed broker. She continues to contribute to sector research with a background that spans the financial services industry both in India and internationally.

    Nikita Bely's questions to Plymouth Industrial REIT (PLYM) leadership

    Nikita Bely's questions to Plymouth Industrial REIT (PLYM) leadership • Q2 2025

    Question

    Nikita Bely from J.P. Morgan questioned the drivers behind strong leasing activity, especially from manufacturing and 3PL tenants, and asked for insights on market-level rent trends and current rent bumps on new leases.

    Answer

    James Connolly, EVP & Asset Management, explained that manufacturing firms are seeking long-term space and 3PL activity is increasing, particularly in markets like Indianapolis, where Plymouth's properties offer a better cost structure. He noted that market rents for smaller footprints are growing, while big-box rents have flattened due to new supply. He confirmed that rent bumps on new and renewal leases are averaging around 3.5%.

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    Nikita Bely's questions to Healthcare Realty Trust (HR) leadership

    Nikita Bely's questions to Healthcare Realty Trust (HR) leadership • Q4 2024

    Question

    Nikita Bely requested specific 2025 guidance for multi-tenant portfolio occupancy absorption and a year-end multi-tenant occupancy target.

    Answer

    CFO Austen Helfrich stated that for 2025, the company will not provide specific forward-looking guidance for the multi-tenant portfolio. He explained this is to simplify reporting and focus guidance on the same-store portfolio and the consolidated company for better comparability, though historical multi-tenant data remains in the supplemental.

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    Nikita Bely's questions to EASTGROUP PROPERTIES (EGP) leadership

    Nikita Bely's questions to EASTGROUP PROPERTIES (EGP) leadership • Q4 2024

    Question

    Nikita Bely of JPMorgan Chase & Co. asked for the company's expectation for 2025 market rent growth across the portfolio, distinct from the re-leasing spreads on expiring leases.

    Answer

    Executive Marshall Loeb provided a bifurcated outlook. For markets east of California, he anticipates rent growth slightly above inflation in the first half of the year, with potential to accelerate to mid-single digits in the second half due to low supply. Conversely, for Los Angeles, he noted that rents are still finding their footing after a period of negative absorption and could continue to move in a negative direction.

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