CUBE
REIT - Industrial · Real Estate
Analyst
UBS
Equibles does not estimate personal net worth.
Michael Goldsmith is recorded as Analyst at UBS. Michael Goldsmith has spoken on 125 earnings calls and 1 other investor event across 45 companies, most recently for Alpine Income Property Trust, Inc. on October 23, 2026. Those appearances were for CubeSmart (CUBE), Alpine Income Property Trust, Inc. (PINE), Lineage, Inc. (LINE), Extra Space Storage Inc. (EXR), Prologis, Inc. (PLD) and 40 other companies. The companies whose calls Michael Goldsmith spoke on are classified in the Real Estate sector.
“Just obviously big industrial portfolio and yet the implied fourth quarter guidance is sort of similar to the third quarter AFF overshare. So can you kind of bridge the moving pieces from the third quarter to the fourth quarter?”
“First, on the 2027 guidance, I think you started to touch on it, but can you provide us the building blocks for, you know, how you're going to achieve that? And then also, what are you assuming on the debt refinancing and, you know, how you're going to approach that?”
“First, just given the evolving environment, how are you thinking about diversifying the portfolio?”
“We've talked a lot about the preliminary MH rent growth for 27, but we haven't really dug into the RV side.”
“You've now had several straight quarters of positive rent growth, vacancies down to 7.1%, and you're describing normalized absorption of roughly 230 to 240 million square feet annually.”
UBS
Analyst
Source not stated
CUBE
REIT - Industrial · Real Estate
LINE
REIT - Industrial · Real Estate
PLD
REIT - Industrial · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate
WPC
REIT - Diversified · Real Estate
NTST
REIT - Retail · Real Estate
REIT - Healthcare Facilities · Real Estate
PSA
REIT - Industrial · Real Estate
WELL
REIT - Healthcare Facilities · Real Estate
NNN
REIT - Retail · Real Estate
REIT - Healthcare Facilities · Real Estate
VMRK
REIT - Residential · Real Estate
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
Avalonbay Communities Inc
REIT - Residential · Real Estate
BXP
REIT - Office · Real Estate
UDR
REIT - Residential · Real Estate
REIT - Healthcare Facilities · Real Estate
EPR
REIT - Specialty · Real Estate
National Storage Affiliates Trust
REIT - Industrial · Real Estate
CTRE
REIT - Healthcare Facilities · Real Estate
Peakstone Realty Trust
REIT - Office · Real Estate
Avalonbay Communities Inc Q1 FY2026 Earnings Call
Avalonbay Communities Inc
National Storage Affiliates Trust Q4 FY2025 Earnings Call
National Storage Affiliates Trust
Avalonbay Communities Inc Q4 FY2025 Earnings Call
Avalonbay Communities Inc
Peakstone Realty Trust Q3 FY2025 Earnings Call
Peakstone Realty Trust