Jason Wayne
Analyst
Barclays
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About Jason Wayne
Jason Wayne is recorded as Analyst at Barclays. Jason Wayne has spoken on 19 earnings calls and 1 other investor event across 7 companies, most recently for American Homes 4 Rent on November 5, 2026. Those appearances were for Realty Income Corp (O), W. P. Carey Inc. (WPC), Independence Realty Trust, Inc. (IRT), Equity Lifestyle Properties Inc (ELS), American Homes 4 Rent (AMH) and 2 other companies. The companies whose calls Jason Wayne spoke on are classified in the Real Estate sector.
Jason Wayne on recent calls
“Just as you look at the development pipeline heading into 27, you know, what determines whether you keep the current moderator pace, or is there anything that can make you kind of lean back in to start?”
“So, just with the occupancy-led strategy you're leaning into next quarter, should we expect concession usage to remain elevated versus recent quarters? And which markets are you seeing the heaviest concession usage in still today?”
“Just in the third quarter, you were a bit more selective on the deals that you looked at versus the rest of the year. I'm just curious what's driving that and what the selectivity rate looks like on the deals you're looking at for the programmatic JV platforms.”
“Justin, just on the rent loss assumption, proved to be conservative pretty much every quarter of this year. I'm just wondering if you could walk through your tenant credit watch list at this point, and if you're seeing any change in tenant credit trends recently.”
“Just on the 4Q transient cut, how much of that is transient versus seasonal? And are there any specific markets driving the weakness? And then how have bookings from Canadian customers trended this year?”
Affiliation history
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Barclays
Analyst
Source not stated
Current
Company network
W. P. Carey Inc.
WPC
REIT - Diversified · Real Estate
5 appearances
Latest appearance 2026-10-28
View calls and events