Jim Kamert
Analyst
Evercore
Equibles does not estimate personal net worth.
About Jim Kamert
Jim Kamert is recorded as Analyst at Evercore. Jim Kamert has spoken on 9 earnings calls across 5 companies, most recently for Alexandria Real Estate Equities, Inc. on October 27, 2026. Those appearances were for Alexandria Real Estate Equities, Inc. (ARE), Realty Income Corp (O), Agree Realty Corp (ADC), Welltower Inc. (WELL) and Ventas, Inc. (VTR). The companies whose calls Jim Kamert spoke on are classified in the Real Estate sector.
Jim Kamert on recent calls
“You know, Mark or team, as regards the new joint venture, in that waterfall, is there any particular fixed cadence to the shift of the cash flows over time, or is it more elective just trying to think of how they get to their IRR and how that impacts kind of what ARE gets to hold on to?”
“Are you willing to disclose kind of the current wellness housing NOI contribution as a portion of the total and the margin for the wellness housing?”
“Again, if I go back to the data centers, There's no doubt there's an abundant opportunity out there for realty income.”
“In the capital recycling for the balance of 26, I think Peter and others on the call have mentioned, there's a fair bit of JV component. Would Alexander contemplate JVing an entire mega-campus?”
“Please go ahead. thank you good morning you know joey guys i think you kind of answered it but when you think about and you're achieving this partnership relationship with your retailers you're not really seeking any sort of ancillary fee streams or anything like that this is more about partnering and getting you know…”
Affiliation history
-
Evercore
Analyst
Transcript header (unverified)
Current
Company network
Welltower Inc.
WELL
REIT - Healthcare Facilities · Real Estate
1 appearance
Latest appearance 2026-10-27
View calls and events
Ventas, Inc.
VTR
REIT - Healthcare Facilities · Real Estate
1 appearance
Latest appearance 2026-02-06
View calls and events