SAFE
REIT - Diversified · Real Estate
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Anthony Pallone is recorded as Analyst at J.P. Morgan. Anthony Pallone has spoken on 31 earnings calls and 1 other investor event across 20 companies, most recently for Alexandria Real Estate Equities, Inc. on August 4, 2026. Those appearances were for Safehold Inc. (SAFE), Cushman & Wakefield Ltd. (CWK), RE/MAX Holdings, Inc., Alexandria Real Estate Equities, Inc. (ARE), Sl Green Realty Corp (SLG) and 15 other companies. The companies whose calls Anthony Pallone spoke on are classified in the Real Estate and Financial Services sectors.
“On the 1.4 million square feet of vacates for next year, do you have a sense as to what the lease economics are going to look like versus prior leases, just either in face or just total net effective rents and what those roll-ups or downs or what they may be?”
“I guess my first question is on the Colorado data center deal? I mean, with the yield that high and just, you know, given, you know, what seems like a really strong transaction, like how do you think about keeping something like that long term?”
“I was wondering if you could talk a bit more about the Brookfield Joint Venture and also whether, like, are there any fees that you all are getting for the venture and also any implications with carrots, with selling a stake in those.”
“I'm struck by just how much Golden Dome has had an impact on your leasing. And so just wondering with midterms coming up, if that changes sort of power in the House and Senate, does it have any implications on that?”
“I think I just have one left on numbers and it might be overlapping some of the things you just mentioned.”
J.P. Morgan
Analyst
Transcript header (unverified)
SAFE
REIT - Diversified · Real Estate
RE/MAX Holdings, Inc.
Real Estate Services · Real Estate
Mortgage Finance · Financial Services
VICI
REIT - Diversified · Real Estate
CBRE
Real Estate Services · Real Estate
Avalonbay Communities Inc
REIT - Residential · Real Estate
WPC
REIT - Diversified · Real Estate
Avalonbay Communities Inc Q4 FY2025 Earnings Call
Avalonbay Communities Inc
RE/MAX Holdings, Inc. Q3 FY2025 Earnings Call
RE/MAX Holdings, Inc.
RE/MAX Holdings, Inc. Q1 FY2025 Earnings Call
RE/MAX Holdings, Inc.
RE/MAX Holdings, Inc. Q4 FY2024 Earnings Call
RE/MAX Holdings, Inc.