Sign in

You're signed outSign in or to get full access.

Ryan Caviolla

Research Analyst at Green Street Advisors

Ryan Caviola is a Research Analyst at Green Street Advisors, specializing in real estate investment trusts (REITs) and related sectors. He engages in detailed equity research, as evidenced by his participation in discussions on net lease industrial assets pricing differences between Europe and the U.S., including company expansions into markets like Poland. Caviola's career includes his current role at Green Street Advisors focusing on REIT analysis, with no publicly available details on previous firms, start dates, or specific companies covered beyond sector-level research. No performance metrics, rankings, returns data, or professional credentials such as FINRA registrations are detailed in available sources.

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

Question · Q4 2025

Ryan Caviolla noted the record-high average investment per unit this quarter and asked if it was due to acquisition mix or an increased appetite for larger assets. He also requested details on the tenant credit assumptions included in the 2026 guidance, including any industry-specific color.

Answer

Pete Mavoides, President and CEO, attributed the higher average investment per unit to transaction and industry mix, with sectors like early childhood education and industrial outdoor storage having higher price points. He clarified it's not a change in underwriting or risk appetite. Regarding tenant credit, he stated they don't guide to specific losses but use a conservative approach, analyzing specific situations and making generic assumptions for unknown events, with scenarios supporting guidance typically more conservative than their historical 30 basis points credit loss.

Ask follow-up questions

Fintool

Fintool can predict ESSENTIAL PROPERTIES REALTY TRUST logo EPRT's earnings beat/miss a week before the call

Question · Q4 2025

Ryan Caviolla noted the record high average investment per unit this quarter and asked if it was due to acquisition mix or a shift towards larger asset classes. He also requested clarification on the tenant credit assumptions included in the 2026 guidance.

Answer

Pete Mavoides, President and Chief Executive Officer, explained that the higher average investment per unit was primarily a function of transaction and industry mix, with sectors like early childhood education and industrial outdoor storage having higher price points, rather than a change in underwriting or risk appetite. He clarified that the company does not guide to specific tenant credit losses but uses a conservative approach, analyzing specific situations and making generic assumptions for unknown events, with historical credit losses around 30 basis points.

Ask follow-up questions

Fintool

Fintool can write a report on ESSENTIAL PROPERTIES REALTY TRUST logo EPRT's next earnings in your company's style and formatting