Jim Kammert

does that contemplate at the lower end even $3.7 billion potentially capital recycling or more closer to the midpoint of $2.9 billion

what do you define as advanced technology tenants

Would that be potentially -- I mean, if it happens, on a JV? Or would that also be for an outright sale

is it possible that some of these public biotechs, if they raise more capital, already have sufficient space

you had been potentially looking to reallocate, I think, is the term they use, some of the lab space there, your 4 assets in Mission Bay to office use, particularly targeting AI

is it like too early to even start thinking about 2027 type expirations

what would the order of magnitude, sort of overhead and other predevelopment costs in dollar terms are you're capitalizing on that cohort

Would they not likely be sales? I mean Alexandria is probably not going to hold on to them for indefinite time

have you seen where R&D also kind of gets a ramp when more manufacturing is located

Is it reasonable to assume that maybe '25 sort of peak here in terms of absolute dollar dispositions

are these tenants that otherwise might have gone into some of your new developments and they're doing sort of timing over leases

Is it reasonable to assume that the vacancy in the lab portfolio has, on average, basically the same NOI per square foot contribution or rent per square foot as the occupied portfolio?

are those synergies basically in run rate today

what is the appetite just generically you still have some guidance in terms of $1 billion plus or minus of acquisitions

Would you say that the number of tenants you're having discussions with and their aggregate space needs is really kind of held together

Obviously you had the Milton related charges for the fourth quarter. Is it safe to assume that insurance policies and whatnot you'll get

is it a reasonable assumption that the annual lease term fee revenue can trend in the 85 to 95 basis point type level of ABR

is Realty Income prohibited from pursuing other programmatic co-invest programs away from GIC with other sovereign wealth funds

Does Realty Income have a sense of GIC's annual dollar investment appetite for net lease investments

It seems like Sphere Entertainment is pretty likely to go forward on their deal down National Harbor

is there just sort of like a regular -- to use your term, calendarized sort of series of discussions?

what elements really would differentiate VICI structuring wise or other attributes?

how has his relationship or ownership of Chelsea helped give you a little insight into the tent kind of view as to how those owners and consortiums think

given the $1.3 billion that's rolling or maturing, I should say, of notes in Q2, how is VICI leaning right now? Repay a part of that or refund?

how much of that would you say is recurring food and labor versus temporaries like sales commissions or weather

how does Ventas, Inc. educate its senior housing residents regarding that expense dynamic

what does that imply for the year-end count, sort of like a 27.5 million kind of net incremental shares for the year

that's kind of -- it goes back to a 1% to 1.5% kind of business. Is that a reasonable assumption for the triple-net as a whole

What was the historical high for the outpatient medical occupancy-wise

What sort of annual escalators can you achieve

you're able to extract still perhaps double digit NOI growth at 95% occupancy because you seem to be getting 5% to 6% RevPAR growth

what other color can you provide about sort of the dynamic when you get to 85, 80 seven, 80 eight type occupancy? How that translates to margin expansion

is there a way to leverage the data science into other geographies beyond your core U.K., U.S. and Canada

today's independent living and increasingly maybe even the AL customer prefers larger residential units. I'm just curious, does Welltower detect or agree with that assertion?

how was the $1.1 billion noncash charge for the comp plan calculated?

Does that translate to a financially meaningful opportunity set for Welltower Inc. sort of the redevelopment front?

Have you ever provided sort of the sense of scale of the opportunity set for Welltower in Europe?