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can you illustrate for us how much more demand you might be seeing in that program, given the volatile cost of the capital market?
on the LA wildfire impact on guidance, can you just give some more details around how you got to that 20 basis points headwind?
Just going back to your comments around guidance and assuming much pricing power acceleration, maybe you can just flesh that out for us a little bit more.
is the Town Center acquisition in that 7% cap rate range that you're talking about?
do you think perhaps owning and managing a mall requires a different skillset or a difference in corporate infrastructure than what you have today?
How far in advance do you
if you can frame Party City and Joanne and some of these other couple retailers to your experience with Bed Bath
I remember one of your office tenants was Spirit. Can you just remind us the structure of that deal?
the quarter ended up only down about 10% from normal
Do you have a lens of what the level of import tariffs, your average customer could possibly bear
Can we flesh out the 2025 guidance a little further, please
it does seem like it just lost a little bit of steam. It's just 1 quarter, I get it
Do you think that drag is actually potentially bigger than 100 basis points?
What is -- how does that actually manifest to shareholders? Is it higher dividends or debt paydowns or more acquisitions
Why wouldn't self-storage outperform past down cycles?
are you seeing any signs of increased housing turnover in the D.C. area - perhaps related to DOGE?
Can you just remind us what, were the ECRI increases in LA last year? Just trying to calibrate, how much that 1% reserve accounts for
Can you remind me, does that include options or not? And what would that spread look like without options?
if you looked at some of the tenant categories that might be more impacted, is that the same case or are some of those tenants a lot more impacted?
Is there a comp issue going on or maybe you can provide some details on if there's any initiatives that are that you're working on