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are you seeing any signs of that? And if you do see -- if we do end up seeing an impact, is your expectation more that we could see that in EMEA and APAC versus the U.S.
how do you think about some of these headlines that are out there around sort of smaller AI-based start-ups that are reported to be gaining traction in smaller commercial real estate transactions
Do you think there's a risk that AI maybe eats into some of these more market-making aspects of your brokerage business
what would the incremental margins have looked like absent the lower escrow income versus is there any sort of impact here from compensation or sort of fee pressures
where are we in the CRE transaction market recovery? And how much more room is there to run
how would you describe the deal activity so far in the fourth quarter? How do pipelines compared to this time last year
can you give us a sense of the benefits you've seen to date? And how long could it take before we start to see real improvements
digging into sort of activity pipelines, what specifically are you seeing that sort of encourages you as we head into the back half
can you give us a sense of what a recession would look like for your earnings
What are you seeing maybe in terms of your pipelines of future capital markets activity or broker opinions of value
how do you think about share repurchase activity fitting into your strategy in 2025
the investment management division being sort of one of the more underappreciated parts of the business
what has changed the most in that outlook to sort of drive that revision downwards?
What has changed the most in the last 90 days to drive that?
are they still telling you there's a path to that kind of market rent growth in 2016 despite the fact that the second half is maybe playing out a little bit weaker
I just wanted to ask on the spread between the low end and the high end of development starts in 2025
Are there any forward indicators you're looking at in Seattle that would indicate that it could follow San Francisco?
Was that improvement relatively similar in the established and expansion markets?
should we read into your comments around prioritizing occupancy that you think blends could actually decelerate more than seasonal norms in the back half of the year in those markets?
is there any sort of trends or data points you can give us into April
did you provide January new lease rate growth and blends -- or is there sort of -- can you give us a sense of where they landed
how you're thinking about the profitability of those rent freezes and eviction moratorium proposals passing
was April the highest blend month? I'm just trying to get a sense on that north of 3% for April. Would you expect it to be even higher as we move into May and June?
the South Bay is also one of those sort of more legacy tech or software-heavy markets where companies have been announcing corporate layoffs and had sort of less of that AI native HQ benefit that m...
both of those companies have announced corporate layoffs there by the thousands over the past 6 months. I guess, what is your sense of how that push and pull will sort of play out this year? Can th...
maybe just a quick one on Contra Costa where occupancy fell about 60 bps sequentially in the third quarter. Can you just give us a sense of what you're seeing in that market?
do you think it could actually end up being a relative loser within the tech markets if investment in talent within tech sort of continues to flow towards AI. Do you see any impact from that?
is there a scenario where things actually weaken from here, maybe due to tariffs, just given the importance of the ports to the local economy
what is sort of giving you confidence that those markets will sort of hold up this year?
absent eviction moratoriums, if we could see some improvement in the LA Alameda delinquency levels, which still sit above 100 basis points right now
what you make of the current public versus private market valuation disconnect reflected in your stock today
positive 1.3% in July. I guess should we expect it to weaken seasonally further into August and September and then how should we think about the 4Q deceleration
Could you sort of help us understand how we should think about the defensiveness of the SFR sector if the macro were to deteriorate
Can you help frame sort of how large that spec supply impact could be? And, also, what's your sense of how the quality, maybe the features, and the locations of those in that spec inventory compares
are there any additional benefits today, whether it's on, I don't know, the technology front, the AI front, WiFi rollout and scale with vendors that would maybe make a deal make even more sense today
Do you worry at all that maybe absorption is starting to slow amidst the job environment
do you worry a recession this time around would potentially be different just given the amount of supply you're still dealing with
is there any competitive disadvantage to you if consolidation among large peers occurs in some of your markets
what you make of the JV with LaSalle given some of the issues with deployments through that channel in recent quarters
which of your regions between East Coast, West Coast and Sunbelt would be most resilient this time around
how do you think about the risks from university and research funding freezes and cuts the headlines that continue to be out there about biotech softness
Do you feel that, that speaks to the pent-up demand in those markets from several years about this migration and job growth
can you give us a sense of January blends and new lease rate growth by region?
how would you describe the current level of competition and capital chasing transactions
what had driven the underperformance of that portfolio, keeping it in the mid-70% range
I was wondering if you had any thoughts about the time it takes to secure a new resident to replace an outgoing one
what are the lowest sort of easiest hanging fruit that can help drive that immediate growth and improvement in 2026 you mentioned