Sign in

    Samuel A.A. Ohiomah • Deutsche Bank

    Samuel A.A. Ohiomah's questions to National Storage Affiliates Trust (NSA) leadership

    Samuel A.A. Ohiomah's questions to National Storage Affiliates Trust (NSA) leadership • Q2 2025

    Question

    Samuel A.A. Ohiomah from Deutsche Bank asked for a comparison of realized synergies from the PRO integration against the initial expectations.

    Answer

    President & CEO David Cramer clarified that while cost synergies like payroll and G&A savings were realized as planned, the anticipated revenue and NOI synergies have been slower to materialize. This delay is attributed to the time required for rebranding efforts and persistent challenging conditions in the markets where the PRO assets are concentrated.

    Ask Fintool Equity Research AI

    Samuel A.A. Ohiomah's questions to Agree Realty Corp (ADC) leadership

    Samuel A.A. Ohiomah's questions to Agree Realty Corp (ADC) leadership • Q2 2025

    Question

    On behalf of Omotayo Okusanya, Sam Ohiomah asked what provides management the confidence to raise its investment outlook given the uncertain macroeconomic backdrop and potential tariff risks.

    Answer

    President and CEO Joey Agree gave a direct answer, stating that their confidence is based on their visibility into the deal pipeline, saying, 'we already know it's there' for the upcoming quarters.

    Ask Fintool Equity Research AI