Loading…
Loading…
So is this a simple lease-up strategy and doing more in the same space? Or is there a different long term plan there?
Don, as you mentioned, Santana is now 100% leased on the office side. But you're also entitled to do more there and more broadly across the portfolio, office lease rate is healthy. Are you willing ...
Dan, I was just hoping that you could kind of give us the breakdown on the same-store NOI growth and then the primary pieces that are kind of adding on top of that to get to the 6% growth
whether we should be assuming that those are going to be in line with the strategy discussed at the beginning of the call
kind of what are you seeing that is driving maybe that occupancy a little bit down versus initial expectations?
I'm just trying to reconcile two comments from your opening remarks, one of which was you're seeing more normalized leasing volume in Q1
how that has impacted your view on redevelopments or residential development that you talked about adding some projects to the pipeline
I just wanted to clarify the commentary on Santana West. That $0.12 to $0.14
what's the expected size of the investment on the tech side, the data, AI tools, collab tools?
are you experiencing any of this kind of slowdown in market rent growth?
us better understand the underlying components of the same-store NOI guidance of around 3%
does this repayment from the RIM remove any existing ROFRs there?
is there any desire to expand the JV platform to help fund acquisitions that you're currently priced out of given the cost of capital?
have there been any recent indications of weakening on pricing that may lead to more activity there yet, or have sellers taken a step back
Is this just less of a focus now and, you know, you be looking more at on the acquisition front and letting all the kind of redevelopment opportunity
Are you open to data center investment in Europe? Curious how returns there compare to the U.S.
should we interpret that to mean that there's more of these investment opportunities in the pipeline with the same partner?
is there any color you could provide in terms of the potential annual capital contributions from GIC or Apollo
Is that enough to achieve these growth goals, especially as the company has gotten larger?
what does success or maturity look like with regard to those new avenues? And should we expect to see that 3% growth in the interim
what the yield would be once those are at market. And then how much have you invested in retail parks to date
the potential vacancy risk that you take when acquiring these assets as well as the CapEx needs they may have
your progress on further investments into Continental Europe, which countries you've kind of moved into
how are you thinking about kind of the split between US versus Europe versus credit investments for the year
color, on the acquisition environment the availability of shopping centers that kind of fit your underwriting criteria
have you noticed any changes in store openings or closure discussions with tenants or the types of tenants looking to open and close?
could you just instead discuss your view on the transaction market and whether you're seeing any opportunities to acquire
Could you please provide some details on which tenants or categories you're adding to centers
I was just curious on the integration with Taubman, how that's going, what synergies you're finding
how should we think about the factors that could drive Simon to the higher or lower end of the FFO per share guidance range
we were hoping for an update on what you're seeing in your retailer discussions and regarding your expectations on any impact
has macroeconomic uncertainty reached a point where you're making adjustments to capital plans to maybe become a bit more defensive
are you able to talk about the types of investments that you make in those malls, whether it differs from how you would approach investing in an A Mall
are you considering share repurchases, or do you think you can find more accretive investments with this capital?
there are a lot of cities basically pouring billions of dollars of capital into convention facilities
the rationale between -- on the Greektown Margaritaville combination, lease adjustment there and the genesis of how that deal actually happened
how do the debt investments like with Red Rock as the builder out of the tribal casino impact your relationship with them
Is there any potential catalyst or some event that needs to occur to make some inroads into the downtown or local Vegas market?
I was hoping you could talk about some of the more non-gaming conversations you're having these days
besides gaming, which areas do you see right now as having maybe potentially the most investment opportunity for VICI
What's your kind of general sense for how CapEx budgets are trending for casinos compared to the last few years
how would you describe your competitive positioning relative to other capital providers, especially as they consider more permanent financing options