PresentationWelcome to the Phillips Edison roundtable. Jeff, I'll turn it over to you, maybe you can introduce the team and also provide some opening remarks.Great. Well, first of all, thank you, everyone, for being here today. We appreciate your time. And I'm Jeff Edison, one of the founders of Phillips Edison & Company. With me are John and Bob, you guys want to give a little... .John CaulfieldCFO, Executive VP & Treasurer My name is John Caulfield. I'm the CFO. I've been in the company for 11 years. I th ...

PresentationI'll turn it over to Marguerite to share some opening remarks, and then happy to jump into Q&A and want this to be interactive.Welcome to Bank of America's 2025 Global Real Estate Conference. I'm Jana Galan, and I cover the residential REITs at BofA. We're very pleased with us to have Equity LifeStyle's CEO, Marguerite Nader; EVP and CFO, Paul Seavey; and President and COO, Patrick Waite.Marguerite NaderCEO & Non-Independent Vice Chairman Wonderful. Thank you very much, Jana. I appreciate the op ...

Core Insights - The conference is hosted by Bank of America, focusing on the real estate sector, specifically residential REITs [1] - Equity LifeStyle's leadership team is presenting, including CEO Marguerite Nader, CFO Paul Seavey, and COO Patrick Waite [2] Financial Performance - 91% of Equity LifeStyle's revenue is derived from annual sources, which is crucial for evaluating the company's full-year results [3] - The company has achieved a 14% annual return since its IPO 30 years ago, indicating strong long-term performance [3] - Long-term NOI growth stands at 4.4%, which has been effectively translated into an 8.4% growth in FFO per share [4]