Jay Kornreich

are you seeing the moderation coming in more for the -- in the year for the year bookings, or more as you're looking out to 2026 bookings and beyond

Just curious about how you're thinking about deploying capital at this point

are there any new frontiers that, I guess, screen more favorably that you'd like to expand into in the future?

Was that more so tied to the private partnerships that you've recently done? Or were there other dynamics

as you've seen your equity cost of capital improve, does that change how you're thinking about your investment outlook at all

Should we expect any meaningful bottom line earnings contribution in 2026 from the private fund?

are these levels of recapture rates something that you think you can continue to get in those forward years

the investment yields for Europe jumped to 8%, so just curious if there's any key investments

what are you anticipating to occur which will open up further opportunities in the US

are there any kind of next frontier countries or marketplaces that present a significant investment opportunity

are there any updates you can provide us to the initial size you foresee for it and when you anticipate beginning

would be curious to hear a thought on how you plan to on the acquisition pipeline