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elaborate on your capital allocation priorities, how they might have changed given the run up in your share price
Does that suggest that incremental dispositions might be more likely through the rest of the year?
Anything you can share on labor availability, whether you're seeing sort of an easing in the market? And then if you're able, it'd be helpful to break down some of your other expenses
I'm hoping you could elaborate just in an anecdotal fashion. And specifically, I'm thinking about some of the lower-hanging items across your portfolio, whether it be Maui, the Don, Turtle Bay
I'm kind of surprised the dynamic has lasted as long as it has. And I wonder what your perspective is on whether it persists, and also how your perspective may or may not inform your portfolio posi...
To what extent is your CapEx budget for the year at risk the tariff situation
how are you thinking about labor availability today given some of the rhetoric coming out of the current administration
Can you provide an update on the sports infrastructure opportunity and any discussions you continue to have
With the Golden deal closing today, can you speak to how that team is thinking about growing their business?
can you speak to your vision for that partnership over time?
I thought that presents a good opportunity to ask about your broad level of interest in theme park real estate ownership
to what extent this impact how you underwrite either incremental capital deployment or maybe new casino sale leasebacks
given the softer backdrop, I wonder if that's influencing how whether your tenants or perhaps other owners are thinking about new capital investment
Curious if you could walk through the rationales from a pure gaming standpoint to sell the Canadian operations to IGP
Seems like there's been a lot more capital flowing into the historic horse racing segment of the market