Michael Gorman

what you think the upper bound is for this newer portfolio that you've built over the past decade?

I wonder if in the last month in your conversations there's been any shift in the requests for CapEx work or CapEx budgets

Would those proceeds also apply to future structured investments? And I guess if so, can you talk about maybe the scale of opportunity

are there any markets that have changed structurally in your view or operated in such a way

What what do you have baked into the 2025 guidance in terms of delinquencies?

should we expect acquisition opportunities maybe to be front-end loaded before maybe some of that lease-up opportunity hits

I think it's been quite a while since Regency started a year with no assumed dispositions

Kind of how are you thinking about what's in that bucket and using that for a funding source going forward?

kind of what drove that into the JV platform versus wholly owned and kind of maybe the appetite that you see out there for institutional capital

I'm just curious if if even at the margin, there's more competition on these development

is it solely kind of cost of capital related? Or are you seeing them taking different underwriting assumptions