Linda Tsai

The timing of the settlement of the $890 million in undrawn forward equity

Would you guys consider filing for SLE right away if both Phase IIIs were positive later this year

what you would want to see on CDR-SB and the degree of talent reduction as well

just wondering if there are certain markets where you're seeing more softness or that somewhat reflects conservatism

If you were to hit the high end of NOI growth this year, do you think it's more likely you see it from higher revenues or lower expenses or some combo?

how is lease-up trending relative to expectations? And can you share what you're learning in terms of how residents are responding

are you able to use AI or other predictive analytics to understand the likelihood of move-outs when leases are coming up

how does the embedded growth for these two markets compare to the 80 bps for your overall portfolio?

do you expect any year-over-year changes in tax expenses from Seattle and Washington state due to the Seattle Shield initiative and B&O surcharge?

are you hearing of any impact on employment outlook as it relates to the higher cost of HB1 (sic) [ H-1B ] visas going forward?

Just a question on timing. In terms of the $13 million to $15 million for the development expansion pipeline, what's the timing of that?

Is it feasible to replenish with another $1.5 billion and recycle that as well?

Was that a function of tenants you didn't expect to pay actually paying or was that just from lower general bad debt reserve?

are there certain regions or certain retail format types where you see better opportunities in your underwriting?

how long would it take to, say, doubling it to maybe like 2,000 homes per year

I think last quarter you said you expected FY 2025 occupancy to end at 96.5%. Just wondering if that's your current expectation still

You are over 97% in occupancy for most of last year and are guiding to 96.5%. Which markets are you expecting a bigger shift to blend to the slower rate

do you expect the immediate beneficial impact to flow through soonest? Would it be in boosting the top line, reducing operating expenses, or G&A?

what does the cadence look like in terms of when it comes on?

How has cap rates changed since ICSC across different property types?

I just wanted to ask how much was traffic up and any differences by region

is your expectation that the dip in economic occupancy into 2Q is the trough and would you expect more discernible improvement in 3Q or in 4Q?

Could you provide color on upcoming refi's in 2025 and then 2026? And then how to think about the timing of when you might refi

For the markets where you're seeing higher concessions, where would you expect to see the concessions burn off the soonest?

What was this like 90 days ago and from an internal reporting standpoint, how frequently do you update earning expectations?

Was the time frame for this the second half of this year or the first half of next year?

You are earning a fifteen negative fifteen to negative fifty. It is based on pricing through October, maybe some more color on that

is that supply coming down at the same time collectively? Or is it sort of bumpy?

how different do you think Realty Income will look over the next 3 to 5 years?

On acquisitions guidance of $8 billion in '26, what's the cap rate you expect?

Did you include that in your earnings guidance

Are you shifting your investment parameters? Or did AI play a role in how you're sourcing

Do you think the initial weighted average cash yields would look similar as well

What percentage of your portfolio are retail parks right now? And then what is the TAM

is this a strategy you've had in mind for some time or something you're verbalizing more concretely now

The 1 million square feet of leases in negotiation, any initial thoughts on how much that could further contribute to your snow pipeline?

On foot traffic being up 7% the first three weeks in April, how much do you think that came from pull forward demand?

How stable is that yield or spread if you look out one to two years just given the rising cost of labor and construction

are you relocating retailers within your existing property or drawing new retailers into the market

What are some of examples of this because I would think that you have a lot of negotiating power with the majority of retailers

do you think there's a scenario where a pull-forward demand materializes in 3Q if consumers shop earlier for the holiday season

do you see more opportunities abroad or domestically

Is there any distinction in terms of how you think about in the first half? Versus the second half of the year

How did turnover improvements vary between the East Coast, West Coast, and the Sunbelt

Are there certain markets where you see larger opportunities to reduce turnover?