PLD
REIT - Industrial · Real Estate
Analyst
Scotiabank
Equibles does not estimate personal net worth.
Nicholas Uliko is recorded as Analyst at Scotiabank. Nicholas Uliko has spoken on 14 earnings calls across 9 companies, most recently for Public Storage on October 27, 2026. Those appearances were for Prologis, Inc. (PLD), Public Storage (PSA), Kilroy Realty Corp (KRC), Sl Green Realty Corp (SLG), First Industrial Realty Trust Inc (FR) and 4 other companies. The companies whose calls Nicholas Uliko spoke on are classified in the Real Estate sector.
“I just want to stick with the move in rate growth, which was very strong this quarter. I was hoping you could quantify if there was any year-over-year comp benefit plus any impact in L.A. that really drove that number unusually high this quarter.”
“In terms of the 2027 lease expirations, I know you've already addressed some of them, but we think about maybe you could talk about just the activity on the remaining expirations, putting aside DirecTV, and is there any way to think about a good retention rate to think about, again, X DirecTV next year?”
“And then if you think about switching to interest expense and some swaps that will roll off in 2027, what is your strategy on that side of things?”
“So, first question, you know, clearly you have the, you know, occupancy benefit picking up in the portfolio, which will help for, you know, 2027 earnings impact.”
“In terms of the data centers, as you're ramping up development there, can you just give us your latest thoughts on, you know, the plan to either sell assets outright versus doing JVs or a fund?”
Scotiabank
Analyst
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PLD
REIT - Industrial · Real Estate
PSA
REIT - Industrial · Real Estate
BXP
REIT - Office · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate