Jamie Feldman

the latest temperature on opportunistic capital looking at the space from the real estate perspective

could you sense when markets are bottoming or leases are bottoming

Is that something -- I think your answer to one of the prior questions is no, you just want to continue to own your best Megacampuses

How should we think about what's to come from the competitive set or just the industry overall in terms of finding a bottom

What are your initial thoughts on the long-term impact to your business to owning commercial real estate in California in terms of political changes, any initiatives, insurance costs

if you could provide an update on your thoughts on hitting your new renewal and blend guidance for the rest of the year

Can you talk more about the other income drag from the legislative activity last year

how do these residential companies have visibility on where the market is going

can you talk about what this means for your 3Q and 4Q blends in your outlook?

Can you provide more color on your thoughts on new renewal, you know, new leases renewal leases and what the trajectory looks like throughout the year

would love to get your thoughts on the impact of AI, where you think it's in that demand driver where you think it's actually going to shrink demand

do you think other sub-markets across your portfolio are structured to tighten up in the same way as the cycle continues

can you talk about concessions? How have they been trending

Can you just walk us through your thoughts on new and renewal rents and blends as you go throughout the year?

I was hoping to get your thoughts on the current broader appetite for investment in apartments from private investors, especially for groups that can write the really big checks

Can you talk about the markets, like what drove the change where things have moved the most

I'm just curious, what have you included in guidance for that? And how are things trending in those conversations?

Can you talk about which of your Sunbelt markets you're seeing quicker stabilization of deliveries where new leases could turn positive

provide some more color on your blend assumptions. Can you talk about what you're thinking in a new and renewal lease growth

why the transition to put so much capital into that type of investment versus more fixed income type stuff?

is it safe to assume that 26 is a bottom for FFO?

can you just talk about if there's any way to quantify what you think the opportunity could be

Can you talk more about how you think AI can -- what the impact of AI could be on your business over the years to come

what's your appetite to do something much bigger, maybe with third-party capital, given where we are in the cycle

Is there anything changing on the AI side? Are you using more resources to optimize your appearance in AI searches?

Can you talk about a couple of things here. Number one, the insurance renewal

markets where you think rent growth will continue to accelerate in '26 versus markets where you think rent growth has peaked?

Can you talk us through your latest thoughts on loss to lease, if the pushout of other income will affect '26 at all

Are you seeing deceleration, acceleration? I assume that will be -- that's a big governor on how much you can push rents

Can you talk about what markets look interesting? Is it more of the expansion markets, your legacy markets. And then how do you think about the decision to do it through a JV or on balance sheet?

Can you talk about as we think about the future, just incremental cost to do that, what you think the impact could be on margins revenue upside?

can you talk more about the nonresidential piece to the guidance? What's in there? And then, I guess, just bigger picture, what do you think -- I guess, for Bob, what do you think moves your guidan...

what is your team talking about the most in terms of -- what's good -- what could be good for the business, what could be bad for the business over the next four years

Can you talk about new versus renewal in April? And then also for 1Q, can you talk about new versus renewal across the regions?

any thoughts or any feedback from tenants if there's any implications to demand? Or it sounds like you're feeling pretty good about the job market and job postings

As you think about demand for your assets, especially in Northern California, I mean what are your latest thoughts on what we should be watching in terms of where the risk is, where the growth is?

can you talk about what you're thinking on new and renewal blends for the year?

any thoughts to go in the other way, get very early in the cycle and probably find better opportunities in Los Angeles or still feel invest about reallocating into Northern California and keeping y...

can you talk about where cap rates are now? Are they below 4, low 4s? And where do you see them heading?

do you think this is something we'll continue to see more now that you're seeing supply really drop off across the country?

We're wondering if you expect the same theme of suburban outperforming urban in 2025

you know, we've seen a major hiccup to the AI industry with DeepSeek. I'm just curious, you know, did you guys change your outlook at all for demand on that?

There is a pretty meaningful spread between your renewal rate growth and your new lease rate growth in some of the heavier construction markets

do you think you'll need to buy more platforms if you're going to grow your development platform across the country

What do you think the impacts have been on immigration policy changes in your markets, whether it's on construction costs with labor or overall demand

what is your appetite for whether they're finite infinite life funds or even larger single investor JVs

Can you just help us better understand, you know, the management changes exactly the different roles of everyone on the team now? And then also, you know, do you expect to see more changes ahead

Can you talk about that decision and how we should be thinking about development going forward? Is it more project specific? Or is there a bigger picture story

Can you just run through those numbers again? And maybe just talk us through your level of confidence in each, your cadence on each throughout the quarters and just where you think -- if you think ...

what's the scorecard on the pace of concessions today? Is it getting better? Is it getting worse?

On the expense side, anything, as we think about year-over-year comparisons, anything in 2016 that we should be aware of?

what are you guys thinking on turnover? How does that trend throughout the year?

Can you talk exactly about what you are thinking for new versus renewal? And then is there a point in the year where you think new spreads actually turn positive?

how you balance taking the good with the bad in portfolio transactions

tariffs as proposed, what they would do to cost of goods sold for your tenants, what it could mean for credit coverage

can you talk about your new, renewal, and blended rate growth and any markets that stand out in terms of acceleration, deceleration, or versus your expectations

What gives you comfort on that level, especially given all the push for affordable housing and everything we're going to see in the headlines this year

Can you talk more about what you're seeing on the ground in your portfolio and how it might be differentiated from some of the other stats we're seeing

which markets specifically would you say your expectation has changed the most? And can you talk about urban versus suburban in those markets

what's the number here where you actually worry about supply weighing on fundamentals going forward?

walk through the line of sight on other income a little bit same-store revenue growth contribution year-over-year from that bucket in the guidance