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what are the exact options here? Is it you're going to build it for a different use like advanced technologies
could that impact your construction budget in 2026
is there any common themes on why those tenants were willing to lease space, I guess, in the fourth quarter
Or is there like a vibrant office market ready for that asset
can you guys provide some color on the 400,000 square feet of leases that were signed at previously vacant space
Can you provide some color on the type of tenant activity that the company is tracking right now
Is this the 1.3 million remaining square feet? Or is that footnote talking about the 1.1 million square feet
how long does it take for them to get comfortable with the FDA situation
how big of an issue is this FDA leadership change in the most favored nations having on their mindset
are these sites that were going through predevelopment work and you're just pausing because you were thinking about going vertical previously and now you're not
are those being slower on making those decisions right now, and that's kind of why we're a little bit further off
how has tenant activity changed? I mean are they making decisions any quicker than before? I think the focus for them previously was really on the prebuilt space but have any larger customers willi...
once they get signed, like how should we think about the commencement timing?
can you talk about the timing of, of where those transactions are within that pipeline?
what's the quality of the space that you're getting back from these move-outs?
if this was the case, how did they get out of your lease? I mean, does this happen in a bankruptcy scenario, so they could reject the lease?
how many are we talking about here and what happens if they can't raise capital? Is it just kind of a general mixture of some could be bought out
how should we think about the benefits and the cash flow that could come from DOC related to this?
how active, I guess, does DOC plan on being managing properties where you make loans on? Will the new prospective tenant view DOC as an owner
can you give us some details on that purchase option that you guys keep on referring to? I guess when does it become exercisable
how do these tenants discussions progress when deciding between pursuing a power base or a turnkey build-out I'm assuming these are different tenants that would want the power base builds
how long does it typically take from an industrial lease to be signed versus when it actually commences
Have there been interesting development opportunities across your desk that you are willing to pursue
does it make more sense for operators to push for higher rates as opposed to when occupancy was in the low 80% range
how difficult is it to buy assets under or at replacement cost today
should we assume that there's a pretty good horizon or line of sight on completing those specific deals
how much faster can that margin expand? Because I know, Justin, you've always talked about that you get more incremental margins as occupancy improves
can you give us a few examples on what type of investments these will be? And how disruptive will that be the current results
what was the sequential occupancy gain in 2Q '25, maybe versus 2Q '24? Or maybe what is the year-over-year occupancy gain that you're at for like the month of July
Is your hit rate going lower because you're tracking more deals now just given that there's more competition and/or do you need to get a little bit more aggressive on your pricing
with most transitions, usually, is a period of disruption where you could see EBITDAR dip lower as you're kind of moving in the new team
I think your prepared remarks saying that the EBITDAR is around $50 million. I believe last time the update was in the mid-fifties
who are the main competition that you typically can't complete a deal because they outbid you
can you comment on the reason why Ventas might lose a senior housing transaction? I know in the sub in your prepared remarks, you said that Ventas bidded on $5 billion
how beneficial are these new partnerships that you're creating with PSA and others to take WPS to the next level
how wide has that spread gotten in the recent past? And should we think about that spread continuing to widen out over the next few years
how do these portfolios compare to Welltower's current portfolio in terms of asset quality and maybe the private pay percentage?
how should we think that this platform will drive margin expansion?
How can that trend going forward? I mean is it fair to assume that it could stay at this level just because I know there's some sensitivity to push rate
give us an idea of the timing of this? I mean, what percentage of the portfolio has this capability today