Analyst
Baird
Equibles does not estimate personal net worth.
West Galladay is recorded as Analyst at Baird. West Galladay has spoken on 24 earnings calls and 1 other investor event across 16 companies, most recently for Independence Realty Trust, Inc. on September 9, 2026. Those appearances were for NETSTREIT Corp. (NTST), Realty Income Corp (O), SmartStop Self Storage REIT, Inc. (SMA), Chiron Real Estate Inc. (XRN), Welltower Inc. (WELL) and 11 other companies. The companies whose calls West Galladay spoke on are classified in the Real Estate sector.
“Have you talked about how you got comfortable with taking up exposure to so many new markets? Were you looking at some of these markets already?”
“Are you expecting to transact around a similar cap rate of the 5.9 that you did in the quarter?”
“Maybe a follow-up to Juan's question on the development parcel. Do you have an idea what you want to do? Would it be an active adult or would it be more of the acuity curve? and maybe talk about the competitive landscape in that market?”
“I just want to go back to the comment about cap rate compression. Is that primarily due to mix or competition? And then you did mention a few new tenants that you're looking at, and I know that's a big part of the growth engine for the out years.”
“Going back to the comments on having success on the portfolio deals, are you seeing a portfolio discount or just no premium? What are you seeing exactly on the pricing that's changed?”
Baird
Analyst
Transcript header (unverified)
NTST
REIT - Retail · Real Estate
REIT - Healthcare Facilities · Real Estate
WELL
REIT - Healthcare Facilities · Real Estate
REIT - Healthcare Facilities · Real Estate
NNN
REIT - Retail · Real Estate
CTRE
REIT - Healthcare Facilities · Real Estate
National Storage Affiliates Trust
REIT - Industrial · Real Estate
UDR
REIT - Residential · Real Estate
VTR
REIT - Healthcare Facilities · Real Estate
National Storage Affiliates Trust Q4 FY2025 Earnings Call
National Storage Affiliates Trust
