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sort of has a wage growth chart in there
I think last quarter, there was a discussion around lease-up at an asset or 2 in Denver
I think you guys referenced maybe a little bit softness in D.C. in recent months. Wondering if you could maybe just double-click on that.
I think last quarter you kind of framed the job growth outlook for the year as moderating but healthy
Wanted to ask about the Los Angeles market. Obviously, you know, really unfortunate wildfires
how do you see the fourth quarter shaping up in terms of lease spreads relative to typical seasonality?
Do you think that sort of supply deliveries, lease-up will be in a good enough spot that rent growth could average -- legitimately average 4% in 2026?
I'm wondering if there's any change to, I guess, number one, the full-year numbers, both the new and renewal
maybe just what's happening from the demand side in the last couple of weeks there and maybe what your outlook is as maybe the composition of the government changes
wondering how you see the sort of lack of mobility sort of within the housing ecosystem
how do you think about sort of the pace of recovery there? Does new lease growth? Could it get positive later this year?
I'd be interested to hear if that's more of a lease growth comment, if that's sort of relative to expectations about the seasonal curve
what percent of the same-store pool today is expansion markets and what that's going to look like next year
how would you sort of stack rank the capital allocation opportunities, the capital use opportunities and sort of any change to the prior thinking with regards to buybacks, development or maybe some...
have been a few articles recently about sort of AI and sort of the impacts on, call it, entry-level sort of jobs
where we are in that return-to-office cycle. Do you think it's kind of still early days, summit has been to come back to office?
just wondering if you could add any more detail. I think that may have come in a little bit of a surprise, maybe at least to me
how do you sort of think about stack ranking capital allocation opportunities? And where does the buyback fit into that?
if I look at what you guys just reported yesterday, it looks like it was about an 80 basis point decel this year. So just wondering, I guess, number one, if sort of the methodological changes playe...
how would you sort of stack rank your capital allocation priorities today? I know development rate is back as well. I know you started the project last quarter. Could you maybe just stack rank the ...
what were the puts and takes there, right? Was it renewals or better, new leases or worse, vice versa? In terms of specific markets, I mean I would imagine L.A. probably came in worse than you thought
How does that compare to kind of typical year or how does that compare to history if we go back even pre COVID?
what would you need to see from a macro perspective or some of these other things you track that could kind of give you the confidence
If you can maybe just walk through the key drivers, their taxes, utilities, you know, operating expenses, just the kind of contribution to that overall expense growth guide.
maybe just if there's been any kind of contribution to the portfolio, be it on the rate side or maybe more likely in the occupancy side in January
how are you thinking about the range of outcomes in terms of policy and what that means for the different parts of the business
when you think about job growth and sort of the path forward there, how much do you think that sort of matters or doesn't matter for your business
you guys in the past have talked about sort of a mid-3% blended rate growth guide or informal guide for the year
Where are we today in that process? I think you guys have talked about deliveries that were down that would be down pretty significantly year-over-year in '25
if there's any way to sort of maybe disaggregate or break down what sort of percentage of the renewal growth that you guys are able to sort of get each quarter comes from concession burn-off versus...
just how the cadence of that today compares to lease-up cadence maybe 6 months ago or the same time a year ago
maybe just the specific new renewal and blended lease growth for October, if you're able to provide?
how absorptions that you're seeing today, how does that compare to maybe what your forecast would have been 3 months ago or 6 months ago
What is sort of the forecast, I guess, for 3Q and then 4Q for deliveries? How does that compare to maybe the first half of 2025?
Just wondering about the kind of level of concessions in your markets today
how you kind of view your equity cost of capital, your debt cost of capital
Wanted to ask about the kind of job growth and wage growth assumptions and maybe even just kind of higher higher level macro assumptions
how do you sort of stack rank the capital allocation priorities
some of your peers refer to risk of shrinking the enterprise too much from dispositions. Wondering how you think about that
what you guys are offering maybe on average across the portfolio and then specifically in maybe some of the Sunbelt markets
How do you sort of think about the pace of recovery, the pace of sort of return of lease growth, return of pricing power in these markets
what do you expect here for the second half sort of relative to the normal year, kind of the difference between 3Q and 4Q performance in terms of lease rate
Just wanted to ask about Washington, D.C. fundamentals. It's an important market for you guys