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    Wes Golladay • Robert W. Baird & Co.

    Wes Golladay's questions to American Healthcare REIT Inc (AHR) leadership

    Wes Golladay's questions to American Healthcare REIT Inc (AHR) leadership • Q2 2025

    Question

    Wes Golladay from Baird asked about potential seasonality in Medicare Advantage contract renewals. He also inquired if the recent acquisition of unstabilized assets from a joint venture marked the last of the non-consolidated assets related to Trilogy.

    Answer

    COO Gabe Willhite stated there is no significant seasonality to MA contract renewals, though rates see a proportionate increase based on the CMS update on October 1. President & CEO Danny Prosky clarified that while the recent transaction was the last of the non-consolidated JV assets, a few other properties managed or leased by Trilogy remain as potential future acquisition targets.

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    Wes Golladay's questions to Realty Income Corp (O) leadership

    Wes Golladay's questions to Realty Income Corp (O) leadership • Q2 2025

    Question

    Wes Golladay of Baird asked about the primary constraints for the company's third-party private capital vehicle, given that deal sourcing is not expected to be an issue.

    Answer

    CEO Sumit Roy confirmed that deal sourcing is not a constraint for the new vehicle. He identified the main limiting factor as the amount of third-party capital the company successfully raises to deploy into the strategy.

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    Wes Golladay's questions to Agree Realty Corp (ADC) leadership

    Wes Golladay's questions to Agree Realty Corp (ADC) leadership • Q2 2025

    Question

    Wes Golladay sought clarification on the development pipeline goals, asking if the figures included the funding platform and about ownership plans for new projects. He also inquired about the next iteration of the ARC data platform.

    Answer

    President and CEO Joey Agree confirmed the $100 million in upcoming starts are development projects the company intends to own. CFO Peter Coughenour detailed that the next version of ARC will feature a new backbone for more dynamic reporting. He also highlighted the company's use of AI for lease abstraction and underwriting, which is driving significant time and cost savings, with future plans to incorporate AI into decision-making processes.

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    Wes Golladay's questions to Agree Realty Corp (ADC) leadership • Q4 2024

    Question

    Wes Golladay of Robert W. Baird & Co. asked about the evolution of the tenant 'sandbox' and the drivers behind the G&A expense trend.

    Answer

    CEO Joey Agree described the 'sandbox' evolution as slow and methodical, focused on portfolio balance. CFO Peter Coughenour and Agree explained that while cash G&A continues to scale efficiently, total G&A growth is driven by non-cash stock compensation due to a strategic change in vesting periods for talent retention.

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    Wes Golladay's questions to Regency Centers Corp (REG) leadership

    Wes Golladay's questions to Regency Centers Corp (REG) leadership • Q2 2025

    Question

    Wes Golladay from Baird asked for more detail on the tenants that had earlier-than-expected rent commencements, specifically if they were junior anchors or targeting a specific season.

    Answer

    COO Alan Roth clarified that the accelerated commencements involved a couple of anchor tenants. He attributed the timing to an efficient operational process and strong partnership with the retailers to get their stores open sooner, rather than any specific seasonal driver.

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