In short: Passing mention — used only as the example in the yen carry-trade explainer: a Japanese saver changes yen into dollars and buys "Avalon Bay" for the yield; if the REIT rises 10% and the dollar rises 10%, "you just made 20%… What could go wrong?" No view on the stock.
26:02— Exactly. Okay. The old carry trade. — so I take my yen. — Yes. Yes. — And I buy I change it into dollars and I buy Correct. I buy Avalon Bay. Correct. Example. — So, Mr. Eman, isn't it true that you know something about carry trades? Yes, your honor. I Okay. So they're involved in the C.
In short: Context: the Equity Residential–AvalonBay deal is the backdrop to Sun Communities' new CFO hire.
26:33I don't need to go into that. So RV cyclicality, closing the UK deal, capital allocation credibility. They've gone through a seauite turnover. They just hired the former CFO of Equity Residential when they closed the deal with Avalon Bay. And basically if they could simplify that story and actually translate into per earnings per share growth.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.