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Are the remaining deliveries and lease-ups from the supply cycle more concentrated in urban or suburban areas
do you think that we need to see occupancy trend back towards essentially the pre-COVID level in the Sunbelt in order to really see pricing power in that region?
Wondering what the outlook is for that market and if you think that the recent higher gas prices could have any positive impact there?
What gives you confidence that you can redeploy the capital received from the asset sales within the 1031 window
was there anything that surprised you about the construction and lease-up process for the SFR communities?
could you look to rebuild the land bank to be able to start more projects?
how much of an impact does burning off of concessions have on your blended rent spreads?
Are there any others that you're monitoring closely?
What is the expected cadence of same-store revenue growth through the year?
What are you offering in terms of concessions? And are they concentrated in certain markets? And last question, are you offering any concessions on renewals?
What impact, if any, do you expect from the announced Amazon layoffs?
how you think that some of these recent rent-control measures could impact the portfolio?
what are you seeing in terms of residents moving in from outside of your MSAs? Has there been any change in either domestic or international immigration?
How has competition trended for these deals? And for the deals that you guys look at and underwrite, how far off are you from getting these deals and being the selected bidder?
With turnover ticking slightly higher over the last couple of quarters, are you seeing any changes in reason for move-out that could be driving this
Have you seen any change in demand for your third-party management platform or for development funding opportunities, given some of the uncertainty for SFRs within the Road to Housing Act
The homebuilder partnership pipeline has been moderating and cap rates on acquisitions have also been slowly ticking down. So I was wondering how have your relationships with the homebuilders evolved
do tenants tend to look to negotiate more on renewals and assets in BTR communities where they can see competitive pricing on units and really have a market comparison
I was hoping that you could dig in a little bit more in terms of BTR supply in some of the large markets to maybe help put some context or numbers around what you're seeing
If we do see a rate cut and then we do see an increase in home sales, how is that -- how would you expect that to impact your ability to continue to achieve strong market rent growth
how much of an impact does hiring from new college grads have on your peak leasing season?
What gives you the confidence that you can see an acceleration in new lease through and maybe a little bit past the typical lease season given the softer macro?
Was there any change in your fourth quarter forecast? Or do the updated same-store revenue guide mainly bake in just the softer third quarter?
where do you ultimately see the balance between your large and mid-tier markets?
Could you quantify approximately how much impact the portfolio lease realignment strategy may have on same store revenue
why did you make the decision to realign the fourth quarter leases
do you think that this could maybe represent a shift in seasonality that will be ongoing
hoping to dig in a little bit on the trends in D.C. It looked like renewals held in pretty well but new lease was a bit softer than the portfolio
as you roll out the bulk Wi-Fi, does that at all impact your ability to push on renewal rents
What got you comfortable with that deal just given some of the trouble that we've seen with some of these other DPE deals?