REIT - Healthcare Facilities · Real Estate
Alec Fagan
Analyst
Baird
Equibles does not estimate personal net worth.
About Alec Fagan
Alec Fagan is recorded as Analyst at Baird. Alec Fagan has spoken on 12 earnings calls across 9 companies, most recently for Realty Income Corp on November 2, 2026. Those appearances were for Sabra Health Care REIT, Inc. (SBRA), Realty Income Corp (O), Mid America Apartment Communities Inc. (MAA), Ventas, Inc. (VTR), Agree Realty Corp (ADC) and 4 other companies. The companies whose calls Alec Fagan spoke on are classified in the Real Estate sector.
Alec Fagan on recent calls
“You gave some color about the moderate use of public equity in funding year-to-date. Do you expect that 19% number to be the new normal going forward?”
“Maybe on a big picture, you talked about acquisitions and share buybacks and, you know, maybe you're thinking around them, but as the cost of capital rises, how does it, you know, change or shift your views on development, whether it's from ground up or, or expansions?”
“Can you kind of talk about the opportunity for more expansion projects and how Ventos is positioning itself to participate in the next development cycle?”
“Just on the development side, do you expect that the mix of investments is likely to shift towards development versus regular acquisitions?”
“On the data center hyperscale deals, can you speak if after these three assets, Are you diversifying your tenant base or the end tenant base for your data center portfolio?”
Affiliation history
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Baird
Analyst
Transcript header (unverified)
Current
Company network
3 appearances
Latest appearance 2026-08-04
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Ventas, Inc.
VTR
REIT - Healthcare Facilities · Real Estate
1 appearance
Latest appearance 2026-10-28
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REIT - Healthcare Facilities · Real Estate
1 appearance
Latest appearance 2026-05-08
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Vici Properties Inc.
VICI
REIT - Diversified · Real Estate
1 appearance
Latest appearance 2025-10-31
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