Kimco Realty Corporation (KIM) Presents at Bernstein forty second Annual Strategic Decisions Conference Transcript

Zhihan Ma
Bernstein Institutional Services LLC, Research Division

All right. Welcome to our fireside chat with Kimco. My name is Zhihan Ma. I cover broadlines, hardlines retail here at Bernstein. I’m joined by my colleague, Aneesha, who covers softlines specialty retail here as well. It’s a bit of an unusual setup. We’ve got 2 retail analysts talking about a real estate company.

Now Kimco is very much involved in the whole retail space, right? I’m butchering your company profile, but very much kind of in the open-air shopping center space, grocery-anchored shopping centers. Very honored to have Conor here joining us today from Kimco to talk about not only kind of Kimco as a company, but also broader read-acrosses in terms of — what are we seeing from a retail real estate trends perspective? Why is the supply-demand situation so tight recently? What does it mean in terms of the competitive landscape? So a lot to dive into there.

And I would encourage anybody in the audience if you have a question, you can submit them using the Pigeonhole link. We will do our best to incorporate those into the Q&A.