Sign in

    Ryan Caviola

    Research Analyst at Green Street

    Ryan Caviola is an Equity Research Associate at Green Street, focusing on real estate investment trusts (REITs) and related sectors. He covers publicly traded real estate companies with a specialization in equity research analysis, though specific company coverage and quantitative performance metrics are not publicly disclosed. Caviola joined Green Street as an analyst in 2023 and has approximately one year of experience in this role, with no readily available record of prior finance roles or significant industry recognition. His current professional credentials and securities licenses are not listed in public domain sources.

    Ryan Caviola's questions to REALTY INCOME (O) leadership

    Ryan Caviola's questions to REALTY INCOME (O) leadership • Q2 2025

    Question

    Ryan Caviola from Green Street Advisors asked about the difference in pricing for net lease industrial assets between Europe and the U.S., and whether the entry into Poland completes the company's European expansion.

    Answer

    CEO Sumit Roy explained that European pricing is more rational due to less competition and a greater emphasis on relationships, unlike the capital-saturated U.S. market. He stated that while the core European strategy is established, the company continues to evaluate opportunities in other Western European nations and neighboring countries like Canada, though the bar for new entry is very high.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to REALTY INCOME (O) leadership • Q1 2025

    Question

    Ryan Caviola of Green Street Advisors asked how the U.S. Core Plus fund performs in a volatile economic environment and whether the uncertainty helps or hinders fundraising and competition.

    Answer

    CEO Sumit Roy acknowledged that the current environment is typically not conducive to raising private capital but believes Realty Income's unique platform, scale, and reputation set it apart. He expressed optimism about meeting fundraising objectives, noting that the elevated cost of debt impedes private competitors who rely on higher leverage, creating an opportunity for Realty Income's strategy.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership • Q2 2025

    Question

    Asked about the impact of increased private capital competition on industrial net lease pricing, whether this creates disposition opportunities, and for a breakdown of the $600 million investment guidance.

    Answer

    Competition for traditional acquisitions is fierce, especially in industrial, which puts pressure on cap rates. This environment makes their build-to-suit pipeline more valuable, as they can create value by building at mid-7% yields and potentially selling at a 100+ bps spread. The investment guidance for the year is split approximately 60% regular-way acquisitions and 40% build-to-suit fundings.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership • Q1 2025

    Question

    Ryan Caviola asked about the expected impact of onshoring on Broadstone's industrial portfolio and whether competition is increasing for these types of assets.

    Answer

    CEO John Moragne expressed a bullish view on onshoring, stating that BNL is well-positioned to benefit through its build-to-suit strategy. He acknowledged that competition in the industrial sector remains high, especially for large-scale deals, which reinforces BNL's focus on relationship-based build-to-suit projects and individual regular-way acquisitions where competition is less intense.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership • Q1 2025

    Question

    Ryan Caviola asked about the expected impact of onshoring on Broadstone's industrial portfolio and whether competition is increasing for industrial properties that stand to benefit from this trend.

    Answer

    CEO John Moragne expressed a bullish view on onshoring, stating that BNL is well-positioned to capitalize on this long-term trend through its build-to-suit strategy. He acknowledged that competition in the industrial sector remains high, especially for large portfolio deals, which reinforces BNL's strategic focus on relationship-based build-to-suit projects and individual regular-way acquisitions.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership • Q3 2024

    Question

    Ryan Caviola requested details on the two new industries BNL entered during the quarter and its broader strategy for industry exposure. He also asked if the historical 70-30 industrial-to-retail investment mix is expected to remain steady.

    Answer

    CEO John Moragne identified an expansion in automotive services as one new area and reiterated that portfolio diversification is a core risk mitigation strategy. He confirmed that the 70-30 industrial/retail investment split is 'par for the course' and likely to continue, though the company remains nimble and will pursue attractive opportunities in any of its target sectors.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to Broadstone Net Lease (BNL) leadership • Q3 2024

    Question

    Ryan Caviola of Green Street asked for details on the two new industries BNL entered and whether the historical 70-30 industrial-to-retail investment mix is expected to continue.

    Answer

    CEO John Moragne identified one new relationship as Magna Seating, an expansion in automotive services, and stressed the importance of industry diversification for risk mitigation. He confirmed that the 70-30 industrial-retail investment split has been consistent for years and is expected to be 'par for the course' going forward, though BNL remains opportunistic.

    Ask Fintool Equity Research AI

    Ryan Caviola's questions to ESSENTIAL PROPERTIES REALTY TRUST (EPRT) leadership

    Ryan Caviola's questions to ESSENTIAL PROPERTIES REALTY TRUST (EPRT) leadership • Q2 2025

    Question

    Ryan Caviola from Green Street Advisors asked which retail sectors are most attractive for growth now that car wash exposure is near its ceiling, and also inquired about interest in industrial acquisitions.

    Answer

    CEO Pete Mavoides responded that he expects future investment activity to be pro-rata across their existing industries, maintaining a consistent portfolio mix. Regarding industrial properties, he confirmed the company likes the sector for sale-leasebacks with middle-market tenants, focusing on fungible assets and avoiding large, special-use properties.

    Ask Fintool Equity Research AI