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Director and Equity Research Analyst at Deutsche Bank
Sam Wiseman is a Director and Equity Research Analyst at Deutsche Bank, specializing in European real estate and property companies with coverage including Land Securities Group, British Land, and SEGRO. He has established a strong track record of incisive analysis and actionable recommendations, with notable calls cited among the top analysts for outperformance and consistency, contributing to Deutsche Bank's solid sector ratings and client recognition. Sam began his career at KPMG in audit, then transitioned to real estate equity research roles at Liberum and Canaccord Genuity before joining Deutsche Bank in 2021. He holds ACA chartered accountant certification, possesses UK FCA registration, and is recognized for his detailed sector expertise and analytical rigor.
Sam inquired about the expected cadence of deals for Ventas for the remainder of the year.
Robert F. Probst, EVP and CFO, advised modeling the cadence of deals over the course of the year as ratable.
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VTR's earnings beat/miss a week before the call
Sam inquired about any updates on PAX, specifically seeking insight into the outcome of the federal investigation.
CIO Vikas Gupta stated that Omega has no more public information on the PAX investigation but confirmed close contact with PACS management, noting strong performance, good credit, operating results, and clinical performance of their buildings at Omega. Sam also asked about the timing and expected returns for redeploying proceeds from Genesis-related loans in 2026. CFO Bob Stephenson clarified that $137 million in Genesis loans (DIP and term loan) are assumed to be repaid mid-year, with proceeds first paying off credit facility balances, and the remainder invested at approximately 3.5% overnight rates.
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OHI's earnings beat/miss a week before the call
Sam, on behalf of James Shin, asked for more details on the data expected at ASH, specifically regarding the pediatric ALL study, the Carlyle study in SLE, and analyses from the FELIX study.
Dr. Christian Itin, CEO of Autolus Therapeutics, detailed that the pediatric ALL study poster would present phase one experience from approximately 20 patients, including longitudinal safety and response data. The Carlyle study oral presentation would expand on ACR data with additional pharmacodynamic recovery. FELIX study presentations include an oral presentation on product cell phenotypes linked to long-term outcomes and a poster on CAR-T cell persistence at three months as a predictor of outcome.
Fintool can predict 
AUTL's earnings beat/miss a week before the call