LINE
REIT - Industrial · Real Estate
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Michael W. Mueller is recorded as Analyst at J.P. Morgan. Michael W. Mueller has spoken on 12 earnings calls across 10 companies, most recently for Lineage, Inc. on August 5, 2026. Those appearances were for Lineage, Inc. (LINE), SmartStop Self Storage REIT, Inc. (SMA), Curbline Properties Corp. (CURB), Acadia Realty Trust (AKR), Ventas, Inc. (VTR) and 5 other companies. The companies whose calls Michael W. Mueller spoke on are classified in the Real Estate sector.
“Greg, on your comments about confectionery becoming a top 10 category, talk a little bit about, like, where are you winning this business from? Where are they currently doing for storage and logistics?”
“Connor, you clearly have a lot of unsettled equity to tap today. But on a go-forward basis, how are you thinking about the equity debt mix for acquisition funding?”
“So I know I missed some stuff, but I did hear the comments about scale and terms needing to work. But when I look at the street portfolio, you're in six or seven markets, if you include the smaller exposures.”
“I guess if you strip out what you saw as abnormal port activity in the quarter, where do you think the year-over-year throughput volume comp would have been compared to the down 3.3% that you reported?”
“For the U.S. portfolio, what are your current thoughts on where your AL and IL occupancy should be able to max out to over time?”
J.P. Morgan
Analyst
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LINE
REIT - Industrial · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate
MAC
REIT - Retail · Real Estate
REIT - Healthcare Facilities · Real Estate