Michael Lewis
Analyst
Truist Securities
Equibles does not estimate personal net worth.
About Michael Lewis
Michael Lewis is recorded as Analyst at Truist Securities. Michael Lewis has spoken on 26 earnings calls across 16 companies, most recently for Mid America Apartment Communities Inc. on October 29, 2026. Those appearances were for Sl Green Realty Corp (SLG), Piedmont Realty Trust, Inc. (PDM), Lineage, Inc. (LINE), NexPoint Residential Trust, Inc. (NXRT), Easterly Government Properties, Inc. (DEA) and 11 other companies. The companies whose calls Michael Lewis spoke on are classified in the Real Estate and Utilities sectors.
Michael Lewis on recent calls
“So you've said, I think, a couple of times on this call that it's, you know, it's not a demand issue, and I understand why. But, you know, I'd say U.S. job growth has been disappointing the last 12 to 18 months.”
“My first question, maybe for Chris, you know, I thought, and I think a lot of investors thought, too, that maybe as you sold assets and redeployed proceeds into value-add opportunities, that that would be initially dilutive.”
“My question goes back to the food and beverage hospitality business. Did you share how much income that business generates? I'm just thinking about how much recurring income goes away with a 20% sale, kind of what the yield on sale is there.”
“So, you talked earlier about evaluating potential development starts. How are you thinking about, you know, risk-adjusted returns and the decision process between development and acquisitions?”
“So I guess a lot of us are on the same page because I was going to ask if data centers slowed, if that would hurt industrial.”
Affiliation history
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Truist Securities
Analyst
Source not stated
Current
Company network
LINE
REIT - Industrial · Real Estate
BXP
REIT - Office · Real Estate
Sila Realty Trust, Inc.
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
Utilities - Regulated Gas · Utilities
Veris Residential, Inc.
REIT - Residential · Real Estate
Recent activity
Show 14 earlier activities
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Earnings call
Sila Realty Trust, Inc. Q3 FY2025 Earnings Call
Sila Realty Trust, Inc.
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Earnings call
Sila Realty Trust, Inc. Q1 FY2025 Earnings Call
Sila Realty Trust, Inc.
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Earnings call
Veris Residential, Inc. Q4 FY2021 Earnings Call
Veris Residential, Inc.
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