Todd Thomas
Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
About Todd Thomas
Todd Thomas is recorded as Analyst at KeyBanc Capital Markets. Todd Thomas has spoken on 65 earnings calls and 1 other investor event across 23 companies, most recently for SmartStop Self Storage REIT, Inc. on August 6, 2026. Those appearances were for Extra Space Storage Inc. (EXR), Lineage, Inc. (LINE), Brixmor Property Group Inc. (BRX), SmartStop Self Storage REIT, Inc. (SMA), Phillips Edison & Company, Inc. (PECO) and 18 other companies. The companies whose calls Todd Thomas spoke on are classified in the Real Estate sector.
Todd Thomas on recent calls
“I wanted to go back first to the PS Canada and public storage transaction. I'm curious, you know, what the overlap is like with SmartStops Canada portfolio.”
“Just wanted to follow up on some of that. I guess, you know, Rob, it sounds like the majority of the increase in physical occupancy is new business, because I think physical would be flatter, lower sequentially otherwise.”
“Appreciate the commentary around new supply growth. I wanted to ask about supply. Last quarter, you commented that you thought you were past the peak impact from new supply, and you and your peers have been idling warehouses.”
“I'll switch over to operations for this. Dan, you reiterated the full year go forward NOI growth of at least 3% and reiterated also that you expect a meaningful acceleration in 27 and 28.”
“I just wanted to ask, you know, Peter, you talked about, you know, a couple of important things on this call. You know, you talked about the dividend that's yielding over 7%.”
Affiliation history
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KeyBanc Capital Markets
Analyst
Source not stated
Current
Company network
LINE
REIT - Industrial · Real Estate
PSA
REIT - Industrial · Real Estate
PLD
REIT - Industrial · Real Estate
CUBE
REIT - Industrial · Real Estate
SKT
REIT - Retail · Real Estate
MAC
REIT - Retail · Real Estate
VICI
REIT - Diversified · Real Estate
National Storage Affiliates Trust
REIT - Industrial · Real Estate
Recent activity
Show 54 earlier activities
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Earnings call
National Storage Affiliates Trust Q4 FY2025 Earnings Call
National Storage Affiliates Trust
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