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Can we dig in more on the legalization outlook? Are there particular states you're focused on for iGaming or OSB in the near term?
are there certain segment or cohorts doing better than others worth highlighting?
With the new higher Illinois tax in place for a bit now, can you talk about
record group and convention bookings in the quarter, but RevPAR still down a little. So anything you can call out
Just curious how much of an impact you think the Sphere can do for National Harbor when it opens?
they've reopened the process for additional licenses in the country. Curious how you think that potentially impacts your 2030 project?
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
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
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
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?
There have been some talk about increasing promotions in the regional markets. Curious to get your take on what you're seeing there
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
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?
Can you maybe talk about next steps there for the hotel in Dubai and any gaming opportunities?
could you talk a little bit more about how that could impact operations and budgets for some of your domestic development pipeline?
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?
With Churchill Downs announcing last night that it is looking to sell its regional properties, what are your high-level expectations for regional M&A activity throughout the remainder of the year? ...
I just broadly asked what the pipeline is looking like right now
Your loan book is expanding again. Curious how you think about the right mix there versus traditional sale-leaseback
I noticed there's a change in your accounting leadership with Mr. Wasserman moving to an expanded role for biz dev
can you talk about the deal environment, what you're seeing out there between sale leaseback or increasing loan book discussions
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?
A competitor just noted their expectations for more broadly marketed competitive bidding type gaming M&A processes
how have deal discussions been as of late for either sales leaseback or other loans? Any major differences in the last 90 days
your closest competitor has taken a stand, perhaps, a bit against iGaming proliferation
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
I was just curious. You know if your view on tribal sale leaseback has changed at all?
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?
can you remind us how much non-gaming spend you have left for your current concession investment obligations.
wanted to extend the promotional environment question to Las Vegas.