Jenny
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Jenny
Jenny is recorded as Analyst at Morgan Stanley. Jenny has spoken on 5 earnings calls across 5 companies, most recently for Broadstone Net Lease, Inc. on July 30, 2026. Those appearances were for Broadstone Net Lease, Inc. (BNL), Nnn REIT, Inc. (NNN), Gaming & Leisure Properties, Inc. (GLPI), Realty Income Corp (O) and Vici Properties Inc. (VICI). The companies whose calls Jenny spoke on are classified in the Real Estate sector.
Jenny on recent calls
“I think on the Colorado deal, I think the yield came in really attractive.”
“I think you talk about a lot of the acquisitions from longstanding relationships. Just curious, your current relationship conversation, is there any accelerating sell leaseback given the current macro environment and so forth?”
“The first on development funding, you raised your 2026 guidance to $750 to $800 million. Can you walk us through, like, what drives that increase and what projects may be moving faster than expected?”
“First one is same-store revenue growth of 1.3% a year to date, but guidance suggests 1% in 2025. So does it suggest a deceleration of same-store revenue in Q4? How should we think about it?”
“First, it's regarding the Caesars Forum Convention Center call option you have in September. I'm just curious about your latest thoughts on the deal and if you would like to exercise the call options.”
Affiliation history
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Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
Nnn REIT, Inc.
NNN
REIT - Retail · Real Estate
1 appearance
Latest appearance 2026-04-30
View calls and events
Vici Properties Inc.
VICI
REIT - Diversified · Real Estate
1 appearance
Latest appearance 2025-07-30
View calls and events