Caroline
Analyst
Morgan Stanley
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About Caroline
Caroline is recorded as Analyst at Morgan Stanley. Caroline has spoken on 5 earnings calls across 3 companies, most recently for Phillips Edison & Company, Inc. on October 27, 2026. Those appearances were for Phillips Edison & Company, Inc. (PECO), Kimco Realty Corp (KIM) and Urban Edge Properties (UE). The companies whose calls Caroline spoke on are classified in the Real Estate sector.
Caroline on recent calls
“I appreciate the commentary that you gave on the transaction markets. I was just wondering if you'd get a little bit of color into what you're seeing in cap rates in the traditional retail or anchored centers versus more of the everyday retail centers. from an IRR or cap rate perspective.”
“I know you just talked a little bit about the more anchor tenants. So I was wondering if you could just speak a little bit more holistically in what you're seeing in terms of tenant health just so far and how it's trending.”
“As you mentioned, lease occupancy was up year over year, but slightly down quarter over quarter. I was just wondering if we could hear a little bit more on what you're seeing in terms of occupancy upside in 26, and what plans do you have to capture that?”
“I was wondering if you could speak a little bit on what you're seeing in terms of tenant health so far and just how it's trending, and are there any names that we need to look out for or categories that are doing better or worse than last year?”
Affiliation history
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Morgan Stanley
Analyst
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