company ELS - SteadyBase

steadybase-$ company ELS

account_id none on file

legal_name Equity Lifestyle Properties Inc

ticker ELS

cik 895417

domain equitylifestyleproperties.com

linkedin_company_url https://www.linkedin.com/company/equity-lifestyle-properties-inc.

entry_point_account_id none on file

name Equity Lifestyle Properties Inc.

exchange NYSE

sector Real Estate

hq Chicago, IL, United States

irhttps://equitylifestyle.gcs-web.com/investor-presentations

sector index/company/sector/real-estate/

calls 10 filings 40 executives 4 family 0

why_nownone on file

calls

Good morning, and congrats on the many Travel Choice Awards. I had a question on the revised outlook for the core RV marina. The annual revenue guidance moved down a bit. I'm just kind of curious what occurred in the second quarter that kind of whether it be the 2Q results or looking forward, was it kind of driven by lower renewals, or is there a specific geography or cluster of assets, if you could provide some color around that?

Jul 22, 2025 / receipt, needs a key / Yana Gallen, analyst | earnings call 2025-07-22 | transcript cb7e2e68-e127-483f-a4b4-216fe5ba7386 | chars 15312-15746 | segment 15

Yeah. Hi, everybody. Thanks. Do you have any updated views on the impact from potential reduced travel from Canadian customers? And then kind of along the same lines, there's this $250 visa integrity fee in the BBB. Would that apply to your customers, and do you think that that could potentially impact demand as well?

Jul 22, 2025 / receipt, needs a key / Brad Heffern, analyst | earnings call 2025-07-22 | transcript cb7e2e68-e127-483f-a4b4-216fe5ba7386 | chars 21355-21674 | segment 21

For many customers, their annual site rent, ranging from $5,000 to $6,000 in the north and averaging about $8,000 in the Sunbelt, is equivalent to the cost of their annual week-long vacation, considering travel expenses and accommodations.

Apr 22, 2025 / receipt, needs a key / Patrick Waite, COO | earnings call 2025-04-22 | transcript 686a0bdb-08aa-48d6-b793-5c7dd2fac78c | chars 7585-7824 | segment 7

The demographics of the U.S. population support the demand for our MH and RV portfolio, with 70% of our MH portfolio catering to seniors and a strong interest in RV travel among older adults.

Jul 23, 2024 / receipt, needs a key / Marguerite Nader, CEO | earnings call 2024-07-23 | transcript 19acaa72-1731-4087-afab-9cbf4309d1c4 | chars 2251-2442 | segment 2

Vacationers are looking for value and affordability when considering their travel options, and our RV resorts offer budget-friendly vacations in premier destinations that align with consumers' focus on value this summer, including our longer-term stays.

Jul 23, 2024 / receipt, needs a key / Patrick Waite, COO | earnings call 2024-07-23 | transcript 19acaa72-1731-4087-afab-9cbf4309d1c4 | chars 7591-7844 | segment 7

You know, we have traveling nurses and construction workers that stay in our properties for longer periods of time and qualify as seasonal. So that's the driver of that.

Apr 23, 2024 / receipt, needs a key / Wes Galladay, other | earnings call 2024-04-23 | transcript e0abf9fe-90e9-4e60-870f-c83f93da0250 | chars 35627-35796 | segment 36

We began 2021 in an uncertain environment with the Canadian borders closed and changed travel patterns throughout our portfolio.

Jan 25, 2022 / receipt, needs a key / Marguerite Nader, CEO | earnings call 2022-01-25 | transcript 45ea16a0-da9c-49c2-9081-d05271857852 | chars 1709-1837 | segment 1

Yeah, I think generally speaking, you would see consistency with a bit of pressure on the payroll side. but also the recovery will result in travel expense that we really haven't had since the first quarter of 2020. So that'll factor into the comparison.

Jan 25, 2022 / receipt, needs a key / Paul, other | earnings call 2022-01-25 | transcript 45ea16a0-da9c-49c2-9081-d05271857852 | chars 30973-31227 | segment 32

A key contributor to the year-over-year comparison is lower travel expenses in 2021.

Apr 20, 2021 / receipt, needs a key / Paul Seavey, CFO | earnings call 2021-04-20 | transcript c422716d-780e-48ca-8ba9-513d3e1b0681 | chars 8173-8257 | segment 8

Fourth quarter seasonal RV revenues were approximately $2 million less than last year, mainly due to the travel-related restrictions impacting Canadian and U.S. domestic customers' decisions to spend the winter season in our southern resorts.

Jan 26, 2021 / receipt, needs a key / Paul Osewi, CFO | earnings call 2021-01-26 | transcript e31c44ad-acf7-49ef-9eeb-34e810637b67 | chars 8503-8745 | segment 8

filings

Administrative Assistant | {"ats": "workday", "city": "Apache Junction", "state": "AZ", "job_id": "/job/Apache-Junction-AZ/Administrative-Assistant_R263294", "remote": false, "category": "other", "fun

company_statement / Sep 15, 2026 / receipt

Maintenance - Level I | {"ats": "workday", "city": "Apache Junction", "state": "AZ", "job_id": "/job/Apache-Junction-AZ/Maintenance---Level-I_R263295", "remote": false, "category": "other", "function"

company_statement / Sep 15, 2026 / receipt

Activities Assistant-1 | {"ats": "workday", "city": "Mesa", "state": "AZ", "job_id": "/job/Mesa-AZ/Activities-Assistant-1_R263191", "remote": false, "category": "other", "function": "other", "location

company_statement / Sep 15, 2026 / receipt

Store Clerk | {"ats": "workday", "city": "Topping", "state": "VA", "job_id": "/job/Topping-VA/Store-Clerk_R263293", "remote": false, "category": "other", "function": "retail", "location": "Topping, VA

company_statement / Sep 15, 2026 / receipt

Property Manager | {"ats": "workday", "city": "Apache Junction", "state": "AZ", "job_id": "/job/Apache-Junction-AZ/Property-Manager_R263278", "remote": false, "category": "other", "function": "other",