Daniel Guglielmo

can you just talk through some of the information that you all use outside of public earnings and SEC filings

have international properties, maybe outside of the U.S. and Canada, become more interesting to you all?

One of the full commercial casinos opened in New York City recently. Are there any competitive pressures

You all have a lot of leases linked to U.S. CPI in one way or another

what kind of macro or Las Vegas demand environment do properties typically come to market there?

we've heard about decline visitation to Las Vegas from Canada. When you talk about -- talk with those Canadian operators, are they seeing benefit

Can you give us a sense if you're hearing the same things from the non-public partners on the strip?

can you just talk about the team's approach to risk, and if there's a formal risk process in place to flag and work through any issues