A few quick notes from the discussions/presentations ...
American Realty Capital's (ARCP +0.7%) Nick Schorsch: "[The company] is currently ready, locked, and loaded" to close $3.3B in acquisitions by the end of the month.
Previously: Activist rumblings at American Capital
Essex Property Trust's (ESS) Michael Schall: "Overall, it's a great time to own apartments on the West Coast."
After the BRE acquisition, Essex is now owns more than 53K units on the West Coast, putting it in #1 position, and much of the presentation deals with the benefits of the merger.
Previously: Essex and BRE come to terms
"Disruption to EBITDA [is] in the rear view mirror," says Hersha Hospitality's (HT -0.3%) Jay Shah, expecting EBITDA growth of 9-10% over the next 2-3 years.