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Seth Burgie

Vice President and Equity Research Analyst at Citigroup

Seth Burgie is a Vice President and Equity Research Analyst at Citigroup Global Markets, specializing in the airlines and transportation sectors with a focus on commercial aviation and aerospace companies. He covers specific firms including Delta Air Lines, United Airlines, American Airlines, Southwest Airlines, Boeing, and Airbus, boasting a strong performance track record with a 68% success rate on TipRanks, an average return per rating of 12.4%, and top 10% ranking among transportation analysts. Burgie joined Citigroup in 2021 after starting his career at Wolfe Research in 2018 as an Associate Analyst and holding prior roles at Barclays and as an intern at JPMorgan; he holds Series 7, 63, and 86 FINRA licenses along with a B.S. in Finance from the University of Notre Dame.

Seth Burgie's questions to KILROY REALTY (KRC) leadership

Question · Q4 2025

Seth Burgie asked about the impact of the Life Science IPO and M&A environment on Kilroy Oyster Point Phase Two (KOP2), specifically regarding changes in tour activity and the leasing pipeline. He also inquired about the remaining unannounced $175 million in dispositions, asking if they are targeted in specific markets and about the depth and evolution of the buyer pool.

Answer

Angela Aman, CEO, and Rob Paratte, EVP and Chief Leasing Officer, confirmed KOP2's pipeline has refilled despite recent executions, with consistent tour activity and strong momentum for remaining vacancy. Eliott Trencher, EVP of CIO, stated the buyer pool has improved with more institutional capital, allowing for larger transaction sizes, particularly in San Francisco. Angela added that they will evaluate the entire portfolio for efficient pricing, noting renewed institutional appetite for West Coast commercial assets.

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Question · Q4 2025

Seth Burgie asked for more details on the life science IPO and M&A environment, specifically inquiring about changes in the number of tours and the pipeline for KOP2. He also questioned the targeting of the unannounced $175 million in dispositions for 2026, and how the depth and type of capital in the buyer pool have evolved with market recovery.

Answer

CEO Angela Aman and EVP and Chief Leasing Officer Rob Paratte confirmed strong and consistent tour activity and a refilled pipeline at KOP2, expressing confidence in continued leasing momentum. EVP of CIO Eliott Trencher and Ms. Aman noted an improved buyer pool with more institutional capital, allowing for larger transaction sizes, particularly in San Francisco. They plan to evaluate the entire portfolio for efficient pricing to meet the disposition target.

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