Adam Kramer
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Adam Kramer
Adam Kramer is recorded as Analyst at Morgan Stanley. Adam Kramer has spoken on 20 earnings calls and 1 other investor event across 10 companies, most recently for Equity Lifestyle Properties Inc on October 21, 2026. Those appearances were for Invitation Homes Inc. (INVH), Equity Lifestyle Properties Inc (ELS), Camden Property Trust (CPT), Mid America Apartment Communities Inc. (MAA), UDR, Inc. (UDR) and 5 other companies. The companies whose calls Adam Kramer spoke on are classified in the Real Estate sector.
Adam Kramer on recent calls
“Can you just provide some color on the pace of transient annual site conversions this quarter? And then how do you sort of think about the conversion pipeline and whether that can sort of backfill any volatility in the transient business?”
“Just wanted to talk about sort of the sequential improvement to new lease from, I guess, from the quarter to July. Just sort of what's driving that overall? Is it sort of feeling better about where I can see as concessions, just general sort of simple pricing?”
“I'll sneak in a two-parter here if that's okay. First is just on sort of market level. If you think about sort of your expectations going into 2Q? Which markets had the strongest improvements relative to expectations and which markets, you know, maybe disappointed relative to those expectations?”
“Please go ahead. great thanks when you look at um some of the softer new lease markets taking some of the florida markets phoenix texas um are there sort of unifying themes uh factors sort of across these markets you know sort of driving a little bit of a softer performance relative to maybe the midwest right is it…”
“Just wanted to ask on the capital allocation side. It sounds like dispositions maybe wrapped up for the year. It seems like acquisitions for the type of stuff you guys want to buy.”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
UDR
REIT - Residential · Real Estate
VMRK
REIT - Residential · Real Estate
Avalonbay Communities Inc
REIT - Residential · Real Estate
Recent activity
Show 9 earlier activities
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Earnings call
Avalonbay Communities Inc Q1 FY2026 Earnings Call
Avalonbay Communities Inc
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