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: Christopher Michael McCurry - Citigroup Inc., Research Division - Analyst
: This is Chris McCurry in for Manny. Quick question from us. What are you seeing in the transaction markets now that is giving you confidence in
raising guidance for these volumes? And how do you think pricing has changed since pre-COVID levels?
Question: Christopher Michael McCurry - Citigroup Inc., Research Division - Analyst
: Got it. Yes. That's helpful color. Just a quick follow-up. How do you think about using asset sales versus equity issuance as a source of funds?
Question: William Andrew Crow - Raymond James & Associates, Inc., Research Division - Analyst
: Marshall, you've referenced a couple of times today the inflow of capital into the sector from other places. And I guess that leads to kind of a 3-part
question. Are you seeing new competitors on acquisitions? Is there an erosion in development discipline, which might be evidenced in extended
lease-up periods and new construction? And three, how do you think this thing ends?
Question: Michael Albert Carroll - RBC Capital Markets, Research Division - Analyst
: I wanted to talk a little bit about your guidance occupancy trend. Obviously, it's held up fairly well over the past 3 quarters, better than, I guess,
expectations. I guess what's driving that? Is it that due to the strong leasing volumes that you guys have been able to deliver over the past few
quarters? Is it just less tenant issues that you thought possibly could have happened? Or is it a little bit of both?
Question: Michael Albert Carroll - RBC Capital Markets, Research Division - Analyst
: Okay. And then if you're looking at your -- I guess, your tenant roster, I mean, have you done an exercise of how many tenants are in sectors that
are overly exposed that are like in leisure or event planning that might have to give back space that could cause some near-term disruptions? Or
is it so modest for you that you don't really see too much risk on that front?
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OCTOBER 28, 2020 / 3:00PM, EGP.N - Q3 2020 Eastgroup Properties Inc Earnings Call
Question: Michael Albert Carroll - RBC Capital Markets, Research Division - Analyst
: Okay. Great. I guess last question and I'll jump off is, I guess, you did talk a little bit about your watch list. I mean, how big is that watch list right
now? And how did it compare, I guess, what, 3, 6 months ago?
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