Nick Thillman
Analyst
Baird
Equibles does not estimate personal net worth.
About Nick Thillman
Nick Thillman is recorded as Analyst at Baird. Nick Thillman has spoken on 8 earnings calls and 1 other investor event across 3 companies, most recently for Prologis, Inc. on October 15, 2026. Those appearances were for First Industrial Realty Trust Inc (FR), Piedmont Realty Trust, Inc. (PDM) and Prologis, Inc. (PLD). The companies whose calls Nick Thillman spoke on are classified in the Real Estate sector.
Nick Thillman on recent calls
“Maybe just a quick two-part question. on just lease economics. Overall, we see an uptick quarter over quarter on just turnover costs. Wondering if that's more just a function of mix.”
“Please go ahead. hey good morning guys uh scott maybe just wanted to comment a little bit on the uh occupancy guide and just timing if there was any shift when it comes to just the assets from the lease up standpoint it seems as though you're somewhat running ahead you guys did message second half for some of the…”
“Maybe touching a little bit, Peter, just thought process on starting some new projects here. Given the land bank, it's a little bit more heavy, concentrated, and say the IE, you did sign a lease there.”
“Maybe, George, just appreciate the commentary on 2026 and the bulk of them discussing those, but as we look at 27, you alluded to 50 to 60 percent retention. You guys have highlighted the two moveouts in Atlanta, but just curious if there's any other notable ones that we should be highlighting.”
“Maybe touching a little bit, Peter, just thought process on starting some new projects here. Given the land bank, it's a little bit more heavy, concentrated, and say the IE, you did sign a lease there.”
Affiliation history
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Baird
Analyst
Transcript header (unverified)
Current
Company network
Prologis, Inc.
PLD
REIT - Industrial · Real Estate
1 appearance
Latest appearance 2026-10-15
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