Spencer Glimcher
Analyst
Green Street
Equibles does not estimate personal net worth.
About Spencer Glimcher
Spencer Glimcher is recorded as Analyst at Green Street. Spencer Glimcher has spoken on 11 earnings calls across 7 companies, most recently for Essential Properties Realty Trust, Inc. on October 22, 2026. Those appearances were for Agree Realty Corp (ADC), Extra Space Storage Inc. (EXR), Essential Properties Realty Trust, Inc. (EPRT), SmartStop Self Storage REIT, Inc. (SMA), Nnn REIT, Inc. (NNN) and 2 other companies. The companies whose calls Spencer Glimcher spoke on are classified in the Real Estate sector.
Spencer Glimcher on recent calls
“On the releasing front, I realize you guys have very little coming due in the near term, just given the long lease term of the portfolio, but just curious how you think about the high rent coverage on the leases coming due in the next few years.”
“So pricing regulation specifically as it relates to surveillance pricing has become a real theme for the sector this year. And we've actually seen some regulation passed in New York.”
“Sorry if I missed this, but just going back to the acquisition pipeline, You mentioned a few portfolios out in the market. Just curious if these would be new tenants, assuming you would land one or two of these bigger deals.”
“So you guys commenced five projects in the quarter for roughly $90 million. I'm just curious, as you continue to grow and expand the asset base, do you think that there's a path to larger format or multi-tenant development that would let you to deploy more capital at one time?”
“Just one on the regulation front for me. How dependent is EXR's revenue management system on consumer-specific data versus broader market-level inputs. And how concerned are you, if at all, that additional legislation regarding surveillance pricing might impede rate algorithms?”
Affiliation history
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Green Street
Analyst
Transcript header (unverified)
Current
Company network
Nnn REIT, Inc.
NNN
REIT - Retail · Real Estate
1 appearance
Latest appearance 2026-08-05
View calls and events
CubeSmart
CUBE
REIT - Industrial · Real Estate
1 appearance
Latest appearance 2026-05-01
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Public Storage
PSA
REIT - Industrial · Real Estate
1 appearance
Latest appearance 2026-02-13
View calls and events