Chris Woronka

I guess if you break those two apart, which one do you think is more sustainable?

Can you maybe talk a little bit about what's driving that and how much visibility you have into that and what it's comprised of

Can you maybe shed a little bit of light on what you're seeing within your portfolio and how confident you feel about that for the back half of the year and maybe any early thoughts on '26

do you think all the uncertainty in the world that we're all talking about, does that, in your mind, create more opportunities on the acquisition front

is it fair to say both of those were better and you're starting from a fairly conservative point on those