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    Tayo Okusanya • M Science

    Tayo Okusanya's questions to Public Storage (PSA) leadership

    Tayo Okusanya's questions to Public Storage (PSA) leadership • Q2 2025

    Question

    Tayo Okusanya of Deutsche Bank inquired about the common themes driving outperformance in certain markets and whether customer interaction data supports the narrative of demand stabilization.

    Answer

    CEO Joseph Russell explained that outperformance is driven by multiple factors, with lower new supply being a primary one, alongside inherent economic activity and housing dynamics. SVP & CFO Thomas Boyle added that a key piece of data supporting stabilization is the healthy and improving conversion rate across all channels year-to-date.

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    Tayo Okusanya's questions to Agree Realty Corp (ADC) leadership

    Tayo Okusanya's questions to Agree Realty Corp (ADC) leadership • Q4 2024

    Question

    Sam, on behalf of Tayo Okusanya at M Science, asked for an update on retail categories facing headwinds, such as dollar stores and pharmacies, and inquired if there were any changes to the company's credit watchlist.

    Answer

    CEO Joey Agree stated that the company is not increasing its exposure to the dollar store or pharmacy sectors, noting that pharmacy exposure has already declined year-over-year. He reiterated the focus on best-in-class categories like off-price, auto service, and dominant grocers. He also confirmed no significant changes to the watchlist, with the main focus remaining on the Big Lots bankruptcy resolution.

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