Sign in

    Zachary White

    Managing Director and Equity Research Analyst at BTIG

    Zachary White is a Managing Director and Equity Research Analyst at BTIG, specializing in Real Estate Investment Trusts (REITs) and real estate finance. He covers key companies in the sector including Blackstone Mortgage Trust, Starwood Property Trust, and Arbor Realty Trust, and his research is recognized for rigorous analysis and actionable investment calls. White joined BTIG in 2021 after holding senior analyst roles at Jefferies and BMO Capital Markets, bringing over a decade of industry experience to his coverage universe. He maintains FINRA Series 7 and 63 registrations and has received recognition for generating solid returns and maintaining a recommendation success rate above 65% as tracked by TipRanks.

    Zachary White's questions to KITE REALTY GROUP TRUST (KRG) leadership

    Zachary White's questions to KITE REALTY GROUP TRUST (KRG) leadership • Q2 2025

    Question

    Zachary White from BTIG asked for an update on KRG's strategic exposure to gateway markets like Seattle and other non-Sunbelt areas following the Fullerton, CA sale. He questioned if there was performance differentiation and potential for further rotation into the Sunbelt.

    Answer

    CEO John Kite stated that performance is strong and broad-based across their markets, and the company is happy with its current portfolio composition. He clarified the California exit was due to a lack of scale, not poor performance. While KRG is always monitoring its footprint, he noted that demand is currently strong across the board, including in gateway markets, and highlighted that 40% of revenue still comes from Texas and Florida.

    Ask Fintool Equity Research AI

    Zachary White's questions to KITE REALTY GROUP TRUST (KRG) leadership • Q2 2025

    Question

    Zachary White from BTIG inquired about the company's strategy for its gateway market exposure, particularly in non-Sunbelt markets like Seattle, following the sale of a California asset, and if more rotation into the Sunbelt was planned.

    Answer

    CEO John Kite stated that operating performance is strong across all markets. He explained the exit from California was driven by a lack of scale in that state, not poor asset performance. He affirmed the company is pleased with its holdings in other gateway markets and its significant concentration in Florida and Texas, and while always monitoring the portfolio, is happy with the current geographic mix.

    Ask Fintool Equity Research AI

    Zachary White's questions to KITE REALTY GROUP TRUST (KRG) leadership • Q2 2025

    Question

    Zachary White from BTIG, LLC asked for an update on the company's exposure to strategic gateway markets like Seattle following the sale of a California asset. He inquired about any performance differences and the potential for further capital rotation into the Sunbelt.

    Answer

    CEO John Kite stated that performance is strong and broad-based across all markets. He clarified that the exit from California was driven by a lack of scale, not poor asset performance, and expressed satisfaction with their holdings in other gateway markets like Seattle and New York. While noting 40% of revenue is from Texas and Florida, he said the company is happy with its current portfolio composition and is always monitoring it.

    Ask Fintool Equity Research AI