CUBE
REIT - Industrial · Real Estate
Analyst
Evercore ISI
Equibles does not estimate personal net worth.
Michael Griffin is recorded as Analyst at Evercore ISI. Michael Griffin has spoken on 41 earnings calls and 1 other investor event across 18 companies, most recently for Prologis, Inc. on October 15, 2026. Those appearances were for CubeSmart (CUBE), Urban Edge Properties (UE), Prologis, Inc. (PLD), Simon Property Group Inc. (SPG), STAG Industrial, Inc. (STAG) and 13 other companies. The companies whose calls Michael Griffin spoke on are classified in the Real Estate sector.
“Dan, I think you mentioned in your prepared remarks that the bar for new development is higher, but you modestly increased the development starts guidance. Just wondering how you can marry those two aspects.”
“I'm wondering if you could expand a little bit more on the tenant demand that you're seeing in the market. I mean, is this typically being driven by your aerospace and defense type tenants?”
“Eli, I appreciate your commentary around the leasing outlook. Just wondering, as you kind of look ahead to really, you know, 27 and beyond, you know, you've got rents on inline shops that call it $60 to $65.”
“Maybe for Jeff Muellum, I think you talked about new lease spreads maybe being at 20% on a full-year basis. I know it was closer to 30% in the first half, down to about 13% in the second quarter.”
“I know Chris mentioned in his prepared remarks that the updated operating expectations expect trends to continue in the back half of the year. I was wondering if you can quantify that.”
Evercore ISI
Analyst
Source not stated
CUBE
REIT - Industrial · Real Estate
PLD
REIT - Industrial · Real Estate
MAC
REIT - Retail · Real Estate
LINE
REIT - Industrial · Real Estate
National Storage Affiliates Trust
REIT - Industrial · Real Estate
PSA
REIT - Industrial · Real Estate
National Storage Affiliates Trust Q4 FY2025 Earnings Call
National Storage Affiliates Trust