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I'm wondering if the current Iran conflict has impacted your UAE nongaming project and its time line? And then I guess do you believe there's still a chance you could get gaming there
they've reopened the process for additional licenses in the country. Curious how you think that potentially impacts your 2030 project?
One narrative on the Vegas softness has been that perhaps there's trade down where some folks aren't going to Vegas but perhaps gaming closer to home. Curious if you've seen that dynamic
what's the latest on the 90% gaming loss tax deductibility? I guess what are next steps there? And how impactful could this be to your business
There have been some talk about increasing promotions in the regional markets. Curious to get your take on what you're seeing there
CON/AGG obviously, returns. But are there other specific large conference call outs you could share so we better understand what's driving the growth outlook?
Is $65 million still the right number to think about impact for the disruption? If it is, how much of that has been hit so far in Q1, Q2?
clearly, we've heard concerns about pricing and value impacting Vegas and MGM. Maybe just spend a minute kind of address that a little bit more in detail
could you talk a little bit more about how that could impact operations and budgets for some of your domestic development pipeline?
Can you maybe talk about next steps there for the hotel in Dubai and any gaming opportunities?
talk about how we should think about the ADR uplift once these rooms come back online? And any overall ROI expectations we should think about for the model?
How concerned are you about more states looking to raise digital or land-based taxes? And two, are there ways for you to sort of offset this?
Your loan book is expanding again. Curious how you think about the right mix there versus traditional sale-leaseback
I just broadly asked what the pipeline is looking like right now
can you talk about the deal environment, what you're seeing out there between sale leaseback or increasing loan book discussions
I noticed there's a change in your accounting leadership with Mr. Wasserman moving to an expanded role for biz dev
A competitor just noted their expectations for more broadly marketed competitive bidding type gaming M&A processes
Coverage on Northfield Park in the Clairvest transaction looked pretty good. Can you talk maybe how that compared to what 4-wall was in the MGM lease?
your closest competitor has taken a stand, perhaps, a bit against iGaming proliferation
how have deal discussions been as of late for either sales leaseback or other loans? Any major differences in the last 90 days
I was just curious. You know if your view on tribal sale leaseback has changed at all?
given the macro environment, I'm just curious if you're seeing tariffs impact any of your partners in terms of their construction budgets or timing
In September, you'll have the right to call the Caesars Forum Center at the same cap rate you had on the Indiana properties. Any thoughts you can offer
is there a scenario where you would consider operating casinos or other assets in a TRS?