Matt
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Matt
Matt is recorded as Analyst at Morgan Stanley. Matt has spoken on 5 earnings calls across 3 companies, most recently for Safehold Inc. on July 30, 2026. Those appearances were for American Assets Trust, Inc. (AAT), Safehold Inc. (SAFE) and Vornado Realty Trust (VNO). The companies whose calls Matt spoke on are classified in the Real Estate sector.
Matt on recent calls
“So last quarter, you guys had $255 million-ish of non-binding LOIs. In this quarter, you guys put $150 million over the finish line. Just was wondering if you guys could give any detail on the remaining $100 million, if any rate volatility got involved, or just what's kind of going on with the rest of the pipeline.”
“I just wanted to ask about some of the top tenants in the office space. Just looking at the smart sheet specifically, it looks like you guys took care of about 20-ish thousand square feet of the expiration.”
“Just going to the New York office, TIs and LCs as a percentage of initial rent, I noticed that ticked up in the quarter. I was kind of wondering what the drivers were and how we could think about the trend for the rest of the 2026.”
“You guys mentioned in your prepared remarks, there's a lot of leasing activity going on with One Beach and La Jolla Commons. Could you guys talk to any of the tenant types driving the demand, how you guys are feeling about the stabilization of the assets compared to the past few quarters?”
“I was just curious, you guys talked a little bit about the tenant types that are interested in leasing space. Could you talk about the leasing trends between the different submarkets?”
Affiliation history
-
Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
Safehold Inc.
SAFE
REIT - Diversified · Real Estate
1 appearance
Latest appearance 2026-07-30
View calls and events