Sameer Hanal's questions to Regency Centers Corp (REG) leadership • Q1 2025
Question
Sameer Hanal asked for an update on leasing discussions and activity trends since April, particularly how Regency is approaching conversations with tenants who may face higher costs due to potential tariffs.
Answer
President and CEO Lisa Palmer emphasized that Regency's portfolio is more resistant to economic uncertainty due to its focus on essential, non-discretionary retail. She noted that historically, even severe downturns like the GFC and COVID only impacted occupancy by 200-250 basis points, expressing confidence in the tenant base's health and ability to navigate current challenges.