VTR
REIT - Healthcare Facilities · Real Estate
Analyst
Bank of America Merrill Lynch
Analyst
Bank of America
Equibles does not estimate personal net worth.
Jeff Spector is recorded as Analyst at Bank of America Merrill Lynch and Analyst at Bank of America. Jeff Spector has spoken on 10 earnings calls across 8 companies, most recently for Ventas, Inc. on July 30, 2026. Those appearances were for Ventas, Inc. (VTR), Extra Space Storage Inc. (EXR), Macerich Co (MAC), Camden Property Trust (CPT), CubeSmart (CUBE) and 3 other companies. The companies whose calls Jeff Spector spoke on are classified in the Real Estate sector.
“Can you talk about the occupancy levels from June versus April and May? Was there an acceleration, or did it maintain the same level of growth?”
“Joe, maybe can you discuss a little bit more on your comment regarding the short-term headwind? And just to confirm, was there anything specific you can cite, whether it was a particular region, EXR, legacy versus LSI?”
“Just coming back to Crabtree, again, I understand the strategy. thanks for laying all that out, market positioning, leasing opportunity. I guess, can you just weigh the decision, again, buying Crabtree, the CapEx required versus, let's say, using that cash on hand to just pay down debt?”
“In particular, in 26, we don't receive the Witten data, so I'm just curious if you could share with us maybe what, you know, some of the underlying assumptions that they're making in terms of the job market in 26 over 25, you know, given the weaker report this morning.”
“My first question is on the record move-ins you've been discussing. Can you tie that into some of your company initiatives to improve those move-ins, maybe faster turnover?”
Bank of America Merrill Lynch
Analyst
Source not stated
Bank of America
Analyst
Source not stated
VTR
REIT - Healthcare Facilities · Real Estate
MAC
REIT - Retail · Real Estate
CUBE
REIT - Industrial · Real Estate
VMRK
REIT - Residential · Real Estate