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if you could quantify what your -- what the $350 million of incremental rents would be
What is happening in your opinion on TI packages
there was a big occupancy decline apparently in D.C. in the residential side. Could you maybe talk about that
How do you think about -- how many other types of transactions like that are in the markets?
We haven't really talked about Boston and Assembly Row much. Could you guys give us a little bit an update on what's happening there and what your plans are for that asset going forward
So it seems like some people, based on the questions you've had, the comp NOI growth perhaps is understating the true growth that you expect to get from this portfolio
how quickly you see that trending? And is there a chance that we could surpass that level over the next 18 months or so?
shouldn't any acquisition yield more than 7% and isn't buying back your stock, your lowest risk investment
Your S and O pipeline of 210 basis points. Can you quantify the rental impact of that?
Capital allocation, would you prefer to
what you see in terms of returns available and where your most attractive investment opportunities are
we've been hearing some signs that some buyers could be pulling out of transactions
Could you remind us, you ended the year at, I think your full year occupancy was 67.5% for your domestic portfolio
how do you forecast your leasing costs and your AFFO going forward?
What is your appetite in pursuing those yourself versus monetizing them, selling them completely
Could you maybe talk about other assets that you have in the market today?
are you also doing some other things operationally that should lift your expense recovery on a going-forward basis?
what percentage of that do you estimate could be used to repurchase stock. And also in terms of share repurchases, will you set something up whereby, it's sort of on autopilot
Are those the ones that are most likely to be JV'd or sold off because of exposure? And then maybe Conor, by the end of the decade, what percentage of NOI
How do you protect yourself from rising land values, which is a big input in your development?
Have you identified how much potential redevelopment could you do, or would you like to do? And what's the impediment to doing more redevelopments over the next 2 years?
How much more can you push occupancy in your shop? And maybe also talk about your renewal percentage today?
Has your thinking changed on what your peak occupancy, both leased and physical can be?
As retailers are going to have margin pressure because of tariffs and etc., what do you think the impact is on the store and owners like yourselves
Where would that rank in your portfolio? And how many assets do you have that actually do more than where Brentwood gets in terms of annual visitors?
how big of a shadow pipeline of of redevelopment potentially do you have in that first ring suburb portfolio?
Could you maybe talk about what percentage of the portfolio you still have left that is yet to receive capital
as I usually ask about your ethanol pipeline. And how that is progressing
your S&O pipeline, could you talk about that? And I note that Kering has dropped out of your top 10 tenants list
Maybe if you can talk a little bit about where the greatest growth potential is in your view in -- between the various segments
Can I ask you about the SNO pipeline, where it stands today? I think end of the fourth quarter was the 250 basis points
I'm curious if you can talk about that acquisition, the returns that you expect to achieve and how you might be able to manage those assets