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there's been tariffs on branded therapies, but there's also been a major surge in commitments by multinational pharma companies back in the U.S.
I don't know if we can discuss maybe the building blocks for '26 earnings here, especially as you have talked about a potential near-term bottoming in occupancy
Were the share repurchases driven by the relative attractiveness of the stock or is that more due to the difficulty of underwriting lab here?
in terms of underwriting Lab in an environment like this, how has it changed for you in terms of what you need to see maybe pre and post Liberation Day?
it would be helpful if you could remind us of what kind of exposure you have to NIH funding, given it was -- there was just a temporary hold put on the funding block
at what availability rates do you expect to start getting pricing power back, even if you kind of adjust for maybe some of that noncompetitive supply?
I feel like the AFFO guide was maybe below what the Street was expecting. I'm curious, where are the sources of conservatism in your guide?
Is that you moving into new verticals? Or -- and then how should we think about the yields on those?
There was the $0.03 of the termination fee that we've talked about. So what was the offsetting [ 2 ] to get you to plus 1
could you give us where your watch list stands today and then maybe how bad debt has performed relative to expectations
there are a lot of portfolio deals expected to come to market in the second half of this year
you reiterated the 75 bp credit loss guide. I was just hoping maybe you could talk about what you've experienced year-to-date
What's the threshold for you where those shares or, you know, where your equity becomes a little more attractive than other options
your provision for bad debt at seventy-five bps I want to say last year, you were closer to the thirty bp range
how has the competitive landscape changed? I feel like across most of our earnings discussions this quarter, we've heard competition has certainly spiked
could you specify specifically maybe what types of real estate you'd be looking to own here?
What does this imply in terms of U.S. growth? And then just overall, how much of this is just you capturing the opportunity in front of you
Could you walk us through the building blocks there and the assumptions, maybe there's some conservatism
Are there any near-term risks that you're monitoring that could possibly sort of uproot that thesis
I'm just curious why that Same-Store NOI number is maybe a little lower than we would expect given the building blocks that you walked us through
I'm curious if you've done the work and can speak to the size of the addressable market, left out there today that is owned by the REITs
How could we think about that and back into what's a better run rate once this portfolio fully leases up
your cost per bed took a meaningful step up. I'm curious if that's to do with the competitive landscape or just where you're buying
How close are we in the cycle to having development really start to pencil? Like, what would RevPAR growth need to be in your models to get there
what deal flow looks like at this point right now versus maybe this time last year and the fourth quarter? And then maybe how the competitive environment is changing
what challenges are there left in the senior housing space to tackle?
it sounds like your views are evolving with an opportunity to apply the operating technology to improve the customer experience. Could you elaborate
Would you mind walking us through the process in a bit more detail? And then also maybe giving some color around what percentage of your pipeline