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    Vince [indiscernible]

    Managing Director at Green Street

    Vince Tibone is a Managing Director at Green Street, specializing in U.S. mall and industrial real estate research, where he oversees coverage of approximately 20 public real estate companies including major mall and industrial REITs. Renowned for producing frequently updated research on REIT cap rates and NAVs, Tibone is recognized for his expertise on ecommerce, disruptors, and tenant health, and his analyses are quoted by leading financial media. He joined Green Street in 2015 after serving as an Analyst in Global Trade & Supply Chain Finance at Bank of America Merrill Lynch, where he advised national retailers. Tibone holds an MBA with Dean’s Honors and Distinction from Columbia Business School, a B.S. in Business Administration from the University of Southern California (Magna Cum Laude), and is a CFA charterholder.

    Vince [indiscernible]'s questions to Lineage (LINE) leadership

    Vince [indiscernible]'s questions to Lineage (LINE) leadership • Q3 2024

    Question

    Vince [indiscernible] requested details on markets facing new supply pressure, overall industry supply trends, and whether net lease spec product is viewed as competitive.

    Answer

    CEO W. Lehmkuhl noted an influx of capital into the sector but expects new development to subside and be absorbed by long-term demand. He identified Florida as a market that was 'maybe oversupplied.' He views multi-tenant models as more directly competitive but stated Lineage also engages in net lease deals and evaluates acquiring spec projects.

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