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Same-store rental revenue for theaters declined about 10% year-over-year. Just curious what drove the underperformance this quarter?
Where are you seeing the largest disconnects today between your underwriting and seller expectations?
How should we be thinking about the recapture rate on the 3% of ABR expiring in '26 relative to your long-term average?
Could you just provide a little bit more detail on what percentage is slated for disposition versus the portion that you believe can be re-leased
should we expect that to tail off in the subsequent years
curious if you're seeing similar or increasing demand in Europe, where you may be able to achieve better pricing
I was hoping that you could talk a little bit more about the hedging strategy that you guys are currently pursuing today