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    Paulina Rojas • Green Street

    Paulina Rojas's questions to Regency Centers Corp (REG) leadership

    Paulina Rojas's questions to Regency Centers Corp (REG) leadership • Q2 2025

    Question

    Paulina Rojas of Green Street Advisors questioned the strategy behind increasing exposure to California and asked about plans for exposure in other U.S. markets.

    Answer

    CEO Lisa Palmer stated that the company is comfortable with its national diversification and has no outsized exposure to any single MSA. She explained that they will continue to invest incrementally in their preferred markets, like the recent acquisition in Nashville, whenever compelling opportunities arise that are accretive to earnings, growth, and quality, rather than following a rigid geographic allocation target.

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    Paulina Rojas's questions to Brixmor Property Group Inc (BRX) leadership

    Paulina Rojas's questions to Brixmor Property Group Inc (BRX) leadership • Q1 2025

    Question

    Paulina Rojas asked which tenant categories Brixmor sees as most vulnerable to long-term margin pressure resulting from potential tariffs and changes in immigration policy.

    Answer

    COO Brian Finnegan responded that while they are monitoring the situation, they have not seen an impact on leasing decisions and that traffic at specialty grocers remains stable. He identified restaurants as a category to watch but expressed confidence in their high-quality, national tenant base. CEO Jim Taylor added that their core tenants in grocery and off-price apparel are historically resilient through economic cycles.

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