Nick Tillman
Analyst
Baird
Equibles does not estimate personal net worth.
About Nick Tillman
Nick Tillman is recorded as Analyst at Baird. Nick Tillman has spoken on 13 earnings calls and 1 other investor event across 8 companies, most recently for STAG Industrial, Inc. on October 28, 2026. Those appearances were for STAG Industrial, Inc. (STAG), Americold Realty Trust (COLD), Prologis, Inc. (PLD), Eastgroup Properties Inc (EGP), Cousins Properties Inc (CUZ) and 3 other companies. The companies whose calls Nick Tillman spoke on are classified in the Real Estate sector.
Nick Tillman on recent calls
“Maybe you wanted to comment or get your thoughts on the updated deployment strategy. Obviously, the board's authorizing the buyback here. As you look across acquisitions with the interest rate rises, are you seeing more opportunities there, or do you see opportunity on the buyback?”
“Maybe following off that comment you just made, Marshall, what percentage of the portfolio do you think you have the ability to push rents?”
“Maybe following up on those lines regarding just the whole termination, I mean, what concessions did you get out of the deal? Obviously, there's no termination fee associated with it.”
“Colin, you touched a little bit on just the pull forward of renewals for 2028, 2029. I was hoping you could maybe bucket the renewal activity in 2Q and what's included in the pipeline of those leases that are rolling out in 28 and 29 compared to 26, 27.”
“Maybe along the lines of questioning around just competitive bids on the acquisition front, maybe viewing it more from the disposition side.”
Affiliation history
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Baird
Analyst
Transcript header (unverified)
Current
Company network
Prologis, Inc.
PLD
REIT - Industrial · Real Estate
2 appearances
Latest appearance 2026-07-16
View calls and events
Lineage, Inc.
LINE
REIT - Industrial · Real Estate
1 appearance
Latest appearance 2025-11-05
View calls and events