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    Spencer Allaway

    Managing Director at Green Street

    Spencer Allaway is a Managing Director at Green Street and the sector head specializing in Self-Storage, Net Lease, and Gaming REITs, with prior extensive coverage of the Mall sector. She formally covers 13 public companies/REITs within these areas and has contributed to the establishment of market grading and value metrics for outlets, frequently providing sought-after insights for Green Street clients. Allaway began her REIT analyst career at Citibank on the Net Lease and Storage team before joining Green Street, where she has launched sector research and maintained the most senior female position on the equity REIT research team as of 2023. She holds a B.S. in Finance, graduated Summa Cum Laude from Fairfield University, and is widely recognized for her leadership and thought leadership in the REIT industry, regularly quoted in leading finance and business media.

    Spencer Allaway's questions to EPR PROPERTIES (EPR) leadership

    Spencer Allaway's questions to EPR PROPERTIES (EPR) leadership • Q3 2024

    Question

    Spencer Allaway from Green Street inquired about the depth of the buyer pool for potential education portfolio sales and asked about the fungibility and underlying real estate value of the company's Topgolf assets.

    Answer

    CEO Gregory Silvers and CIO Gregory Zimmerman characterized the buyer pool for education assets as 'fairly deep,' with interest from a wide range of public and private players. Regarding Topgolf, Mr. Silvers highlighted that their assets are on large parcels in major metro areas and that the market for such properties is robust, citing historical sales of similar assets at strong valuations with cap rates in the low 7% range or below.

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