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How much of that was driven by a focus on improving your FFO growth given some of the sort of near-term dilutive aspects of development
how much your equity price is going to factor into that since you did have the forward equity at very attractive price and cost of capital
I was hoping to get what the development completion expectation is for this year
leasing CapEx. It was is higher this quarter, $178 million hitting the FAD calculation
on the G&A side, are you able to find any better efficiencies through AI or other venues
by next quarter, you guys should be in a position to sort of maybe declare victory on the vacant space piece of that equation
do you guys have a timing standpoint from when you plan to give an update about which direction you're looking to go
mark-to-market looked a little bit worse than last quarter, even in like New York. Maybe just talk about like what drove that
how should we think about the earnings guidance range right now about what still needs to get accomplished to get to certain points on the range
I was hoping you can quantify how much the developments will drag occupancy this year
can you just talk a little bit more about how you saw that as a complement to your existing portfolio in that market?
how to think about you know, occupancy, sort of total occupancy for lab, the cadence of that, throughout the year
what triggered that this quarter and then was it also some sort of decision or functioning of how leasing is actually going for those assets?
I wanted to see if there was any way to get a feel for like where -- if your leased rate is higher than your occupied rates
I was hoping you could just break it out a little bit more between the impact from as you said, expirations where there weren't renewals
How are you sort of thinking about using the balance sheet right now?
just in terms of where you're at right now on the merger synergies and how much are assumed this year in terms of internalizing management
Can you just talk a little bit about how the pipeline is shaping up right now? And also specifically, if you could just talk to how to think about leasing progress
I wanted to see if you could maybe just give some commentary on Southern California how that's trending year-to-date
are you and the Board, there are conversations to sort of go even more in terms of differentiation
Can you just give us a sense for how construction costs might be getting impacted now from tariffs, any perspective, just on a real time basis?
the $90 million of additional or early redemptions, is that like a pull forward for redemptions you assumed in the back half of the year? Or is it just an additional level of capital coming back al...
I know, Angela, you gave the April stats there. I think you said north of 3%. Can you just remind us how to think about how that's going to trend this year to get to your 2.5% guidance for the year?
Where is that market now in terms of where you're hoping it to be on occupancy and to be able to drive rental pricing a little bit better this year.
I think some of the strong rent growth we've seen from the market data has been helped by removing concessions from that market. And so there was a comp issue, I think, helping the numbers. Does th...
I wanted to see if there was any way you could break out the blended rate growth a bit in the third quarter, just for some perspective on how much L.A. and Orange County might have been a drag on t...
in Northern California, whether you've seen any like real pickup in demand from -- I mean, if we see again from some of the job announcements of new company formations or some of the activity on th...
Can you just talk a little bit more about what drove some of the weaker blended pricing? And then also, since you highlighted L.A. County, is there also sort of a specific like fire ordinance impac...
maybe if we sort of take a step back a little bit because I know everyone tends to focus a bit on blended rate growth, and there's talk about -- I think you said that, that's sort of moderates in t...
There has been some headlines and concerns about tech sector not growing jobs the way maybe they have been
Can you just talk about sort of the confidence level today of still achieving that?
you did that in relation to -- I don't know, some worries about occupancy or move-in volume coming in through the front door. Is that the right way to look at this?
I'm just wondering if the issue here now is that the rest of the industry just doesn't have as high occupancy.
there was a higher sequential jump in that moving rate than there was a year ago during those similar periods. And at the same time you had occupancy up.
I was hoping to just get a feel for the acquisition yields for what was done in the quarter and what's still under contract right now.
can you talk a little bit about whether you're seeing, you know, any differences in regions or maybe in testing on pricing strategies about, you know, where you feel you have ability to kind of get...
Can you just talk about why the G&A and guidance is up about 10% this year?
at what point do you start seeing some tax relief? Is that a possibility in 2026? Just trying to think about like a longer-term property tax rate of growth
can you just maybe talk about how this makes sense to be picking up development right now if you are having all these near-term FFO impacts because of that?
on the negative 5% new lease rate growth in the quarter, how much is that number being impacted by concessions
I wanted to see if that's still the same number in the new guidance. And then secondly, if there's any way to give a feel for if you just stabilized all the developments or lease-up assets in that ...
it feels like there's also a general demand problem that's hitting multifamily. And I'm not sure as well for Sunbelt market if you're also facing the opposite of the benefit from in-migration if no...
at what point do your comps become easy? Because we're thought that if you were down substantially a year ago on new lease rate growth in the back half of the year, you would get some comp benefit ...
Wanted to see if we could get a little bit more details on some of the U.S. laggard markets. I know you already talked about Southern California, but perhaps New York, New Jersey
the year-over-year delta in ending occupancy in 1Q versus 4Q showed lower year-over-year growth at ending
the year-over-year delta is different—not as much occupancy growth at period end versus year-over-year
is there anything else you're seeing that's kind of pointing to near-term weakness in that region?
Can you just give us a feel for how much that you think that might need to pick up in order to help pricing on the move-in side
how should we think about sort of where the focus is going to be on investments? And is there actually some sort of capital built into the plan
Can you just give us a feel, though, in terms of blended rate growth how that could trend through the year for the different markets
Can you give a feel for the vacancy—Is it concentrated evenly or more in recent deliveries
How are you thinking about the rest of the portfolio—outpatient medical, research, IRFs, LTACs, health systems
if there's any way you could give a feel for how March occupancy is, how April is trending
if you have 60,000 units in your senior housing same store pool, how could mathematically your occupancy really be affected by some level of clinical move outs
you talk about the 7% January rent increases. And then for the year, I think the guidance is 4.5% on RevPAR. So what's sort of the, you know, the difference there
should we be modeling, you know, a billion of equity raise in guidance? And then, Bob, I don't know if you have a sort of a year-end debt net debt to EBITDA sort of outlook
the loan funding was a little over 50% of the investments. So if you could just remind us sort of what the approach is
Is it are you guys assuming that spread is actually shrinking a bit this year?
that looks like it's a 6.25% cap rate. And I just want to see if that's right. And then also on the preferred, if you could just talk about what the yield is
Can you just talk a little bit about the performance of non-same store sort of in the last year versus some of the same store metrics
how leading indicators for senior housing looked in April such as maybe tour volume, leads, conversions into move-ins, how those are tracking
how big the same-store bucket of assets will be this year versus the total pool