Dave Rogers
Analyst
Raymond James
Equibles does not estimate personal net worth.
About Dave Rogers
Dave Rogers is recorded as Analyst at Raymond James. Dave Rogers has spoken on 15 earnings calls and 2 other investor events across 10 companies, most recently for Healthcare Realty Trust Inc on October 30, 2026. Those appearances were for Rexford Industrial Realty, Inc. (REXR), Healthcare Realty Trust Inc (HR), STAG Industrial, Inc. (STAG), First Industrial Realty Trust Inc (FR), Prologis, Inc. (PLD) and 5 other companies. The companies whose calls Dave Rogers spoke on are classified in the Real Estate sector.
Dave Rogers on recent calls
“You talked earlier about working the expiration schedule lower. It's, I think, down to 3.1 million square feet for next year. So maybe you or Rob could give us a little bit of color now that you're getting kind of into that period of releasing or renewing space for 2027.”
“I wanted to shift to investments and acquisition opportunities.”
“I wanted to ask about the step up in earnings from 3Q to 4Q. It's a pretty strong increase, you know, sequentially for this late in the year. So was leasing just well ahead of expectations?”
“Maybe you said this and I missed it, but did you talk about what percentage of leases next year you're planning to retain versus what you'll expect to re-tenant as the year goes on, given that you're kind of working so far in advance where you typically might be?”
“I wanted to ask about data centers, both with respect to the 1.7 gigawatt that's secured and then that 5.8 gigawatt longer term. And it's really getting to the concept of data center moratoriums.”
Affiliation history
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Raymond James
Analyst
Transcript header (unverified)
Current
Company network
REIT - Healthcare Facilities · Real Estate
PLD
REIT - Industrial · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
WELL
REIT - Healthcare Facilities · Real Estate