The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: But as you sit here today, can you paint a picture of industrial fundamentals, at least in your portfolio?
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: Yes, go ahead.
Unidentified Analyst
Can you talk about the recent transactions?
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: On deal pricing, we're hearing that especially if the wallet is more than, call it, 6 or 7 years, the pricing has gone up maybe 50 basis points. Is that
similar to what you're hearing out there?
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: Yes, sir.
Unidentified Analyst
Maybe (inaudible) we know their supply chain values, right. (inaudible) I look at something like the (inaudible) supply chain, part of the supply
chain. So when I look to your company, it doesn't seem like it's very much part of the supply chain, it's much more local individual in its current
business. To what extent is that true?
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: And maybe you're not the right person to ask on this, but I'm going to ask you anyhow. But there's a lot of talk about moving some of the production
of things like shoes and furniture and other items from China and Asia over to, say, Brazil. And I'm just wondering whether that would have any
impact as you think about ports and...
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: We are a few minutes out of time, past time, but there's so much to unpack here in industrial and in your company and everything else, but it just
flies by. But Marshall and team, thank you all for doing this and thanks for asking me to participate.
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JUNE 08, 2022 / 4:30PM, EGP.N - Eastgroup Properties Inc at NAREIT Institutional Investor Forum
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