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Can you provide some thoughts on lab re-leasing spreads? Obviously, there's still plenty of vacancy at the market level, likely will be for some time and your biggest peer is guiding to some pretty...
has there been any sort of decline in retention as the company has pushed pricing maybe a bit harder relative to the sector's history?
Has there been any sort of spread in pricing power between, call it, your health system and nonhealth system tenants?
what percentage of that tenant base would you characterize as actually needing capital in the very near term, call it, maybe 3 to 6 months or so?
New lease signings in the quarter. Rents were decently below last quarter and last year's average. I guess how much of that is just a mix issue versus any real pressure on asking rents
it looks like 7 properties rolled out at the operating portfolio into the readout bucket this past quarter. Can you just help frame the expected year-over-year earnings dilution
Could you maybe just provide some additional color on the sizable lease that saw that 45% mark-to-market? Was that in line with the company's expectations
Philosophically, how do you think about operator count—what are the gives and takes of greater operator diversification
have you seen meaningful declines in your win rates within that subsector
Is this a function of assets that were already seeing good growth growing even quicker or more properties that were laggard starting to catch up
Does 2026 guidance assume any additional occupancy loss within the research portfolio
How many more assets do you expect to transition over the next, call it, 6 to 12 months or so outside of the Brookdale portfolio
Can you just quantify the magnitude of bad debt during the quarter? And are these onetime rent deferrals or more permanent rent cuts
There's a nice uptick in coverage in occupancy during the quarter. Should we expect continued improvement there
with CMS' proposal to do away with the inpatient-only procedure list, how impactful could this realistically be in terms of health systems, expanding their outpatient footprint
where do you expect occupancy to trend over the next twelve months within the research portfolio
how much of the tenant base is in the traditional biotech sectors and what the average wall is specifically on those leases
Has the company underwritten any transactions in geographies outside of the U.S., U.K. or Canada
Can you just put brackets around the levels of NOI growth expected in 2026 across the U.S. SHOP, UK, Canada, and active adult businesses?