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could you just bridge the $1.88 to get to sort of the $1.845 next quarter? And $1.855 in 3Q? Like how much of the $0.02 to the benefit of earlier timing is nonrecurring?
Just curious, Don, as you guys ramp up the sales here and acquisitions take a little bit longer or more back-end weighted in a given year.
what the IRR accretion that you guys are playing at over time and how long that takes to play out
can I just clarify the distance you have in the market? Was it 250 overall with 150 under contract?
what the appetite or capacity is to do, you know, several hundred million dollar deal.
Does it give you more flexibility to I guess, negotiate tougher or remerchandise at a more aggressive pace
what ends up being the AFFO contribution relative to that 100 basis points as kind of the CapEx differential plays into it
what kind of resources do you guys plan to put into this initiative?
could you talk a little bit about what the opportunity set looks like today? And then maybe put some thoughts around, you know, sources of funds
how much of that start guide into data centers versus warehouses
when we should really start to see that average occupancy inflect quickly back up into 95%
One of the hallmarks here is diversity
Can you talk about which projects are now slated to start this year, and the overall leasing activity?
How much more room do you guys think you have kind of to push there given the demand?
Is there room to push that lease rate higher? Or are we going to close the gap to the historical spread by just commencing
how are you thinking about keeping powder dry until things maybe we get better visibility on what ultimately plays out from a tariff perspective
How much development do you think you could handle at one time and continue to source new entitlements
The the tenor of the conversations maybe as you're talking to retailers and you know, their demand and appetite
do you feel like you guys are losing a little bit of momentum in the ability to push net effectives at the value side
Would you still kind of point us to that midpoint of guidance? Maybe update us on your views today of how you're feeling about the macro
I'm just interested in where you think kind of retailers stand from an inventory perspective in terms of when they do start to run-out