VMRK
REIT - Residential · Real Estate
Analyst
Mizuho
Equibles does not estimate personal net worth.
Haendel St. Juste is recorded as Analyst at Mizuho. Haendel St. Juste has spoken on 7 earnings calls and 1 other investor event across 6 companies, most recently for Vivmark Residential on May 21, 2026. Those appearances were for Vivmark Residential (VMRK), Mid America Apartment Communities Inc. (MAA), Macerich Co (MAC), Camden Property Trust (CPT), UDR, Inc. (UDR) and 1 other company. The companies whose calls Haendel St. Juste spoke on are classified in the Real Estate sector.
“I wanted to go back to Rich's earlier question about this expansion market. You each had a preexisting goal of getting to about 20%, 25% exposure there. I'm curious how this kind of stacks up amongst your near-term priorities if this deal clearly makes that a bit more challenging.”
“First, I guess I appreciate the color on the asset tails today and the discussions you have underway.”
“First, on the transaction market cap rates: early this year they were closer to 6%, now you're seeing low-5% cap rates. Are sellers more willing to engage and do you expect cap rates to be lower from here?”
“So I'm encouraged to hear that your development pipeline is leasing up better than expected and concessions are stabilizing. But my question is on the private market—are you tracking how the private market supply is getting leased up, their absorption?”
“My first question is going back to the same-store revenue guide. Can you clarify for us the building blocks and how the math works?”
Mizuho
Analyst
Source not stated
VMRK
REIT - Residential · Real Estate
MAC
REIT - Retail · Real Estate
UDR
REIT - Residential · Real Estate