Omotayo Okusanya

Could you talk a little bit just about what's happening with that pool of tenants

does it all basically boil down to just leasing around these assets to determine whether you kind of proceed

have you discussed at all what the building costs could look at and what potential yields could look like

what else you're kind of considering at this point to kind of create shareholder value from them

the ad tech piece of your business and if there's anything unique happening in the Research Triangle

there was a statement that one of the reasons why it's declining is there are certain future projects that may no longer qualify

help us walk through the $32 million in expected savings at the midpoint. How quickly that could potentially happen

how quickly you still think you might be growing over the next kind of 1 to 3 years

If we do end up with Mamdani as Mayor, how do you think that kind of changes regulation as it impacts kind of CRE development

I'm curious for us to flip that around and kind of hear from you in terms of opportunities where you could actually have better numbers

how you think about balancing the certainty of renewal today versus maybe, again, waiting six to nine months where the leasing environment may feel a little bit better

if you seen any really big differences in performance in regards to your Class A versus your Class B or your urban versus suburban assets?

just trying to understand a little bit better why you're expecting acceleration

curious if we just kind of conceptualize what's happening in terms of that kind of people activity. And also, if you could just talk a little bit about kind of economics, whether it's kind of chang...

is it just senior housing stuff? And the scene and then the skilled nursing and the memory cares to kinda remain

what are you seeing versus, like, they they kind of exiting and you're kind of doubling down

how do you kind of take a look at cash burn percentage of cash they have on your books relative to cash burn?

The redevelopment bucket for other redevelopment, that amount increased this quarter, I know you have 16 projects versus 12 last quarter

I take a look at your leasing volumes, and it sounds like things actually accelerating in 2Q relative to 1Q

for the new leases in the quarter, the weighted average lease term was like 58 months-or-so. That number is really almost double that

any more repayments as we kind of think about the rest of the year that may be a drag on earnings this year just kind of given some of the high interest rates

In the 2025 guidance, are there any additional merger-related synergies beyond the $50 million that's in that number or not?

Just curious if that's just really being driven more by just expense reimbursement

any other levers that can be pulled in that area to kind of contain operating expense growth?

if there are any states or counties that you're kind of watching for anything on any kind of ballot that could have an impact on your rent practices?

I wondered if you could talk a little bit about technology initiatives you guys are still undertaking to help with things like customer satisfaction, customer retention, rent growth, operating expe...

can you talk exactly about why you decided at this point to charge it off? Is it purely an accounting thing

was that -- is that like a broad-based R&M across the entire portfolio? Was it more concentrated on the LSI portfolio

could you just kind of talk a little bit about kind of what you're still seeing out there, ability to kind of put money to work and kind of at what kind of yields?

when we kind of start to see maybe some better earnings growth going forward, I mean, does that have to boil down to street rates moving up even more aggressively

ECRI trends in 1Q. Could you just talk a little bit about exactly how much you increased ECRIs?

your 2025 guidance relative to our expectations seems a little bit high. So curious if there's anything going on in regards to, like, swap maturities

how you're underwriting that program, two, whether it changes your appetite to take some of that property risk on through your insurance program.

Dan just quick comments around the occupancy rates again in 1Q for the comparable occupancy 94.1%, and I think we're all kind of expecting something in the mid-80s clearly, again, better leasing.

Could you talk a little bit about the $150 million acquisition that's still meant to happen by year-end?

how large you think multifamily can get in your overall portfolio

wanted to talk a little bit about kind of on a qualitative perspective, other things we're doing with lease terms versus retailers

investors are still pretty worried about the retail outlook and the implications for shopping centers going forward. I just wanted to ask you guys, do you think that's valid?

you just talk about, you know, the probability that you guys could do something of that nature as well, whether it's something Albertsons like

if there's anything on any ballot in any of the key states that you're kind of watching that could have implications for your operating performance going forward?

What you are seeing in terms of that, whether it is kind of gotten worse or gotten better

how real could it actually be and, you know, how do you kind of start thinking about maybe, again, opportunities to kind of buy things

how you guys are thinking through the use of AI in the business and how, if I may use the word, AI competency or supremacy could create additional competitive advantages

is there a big difference between retail parks in the UK versus kind of traditional big box retail in the US

could you talk a little bit about how you're looking at that? From the US, the rest of Europe perspective

if you've kind of seen any change in behavior, anything that kind of supports this idea of we're kind of getting closer to demand stabilization

if you can kind of talk about what's happening in those markets. Is it just kind of boil down to less supply through the cycle?

Just curious as you guys pull your tenants about why they're moving in? Any sense just in regards to all the other typical drivers

You guys seem to still be using street rates or using street rates in a different way to maximize revenue

Consumer sentiment data came out today, pretty weak. A lot of retailers this week have kind of been talking about kind of a softer consumer

how do you think about still being able to outperform peers?

what commentary you're hearing from your tenants just about the ongoing situation with tariffs

Just curious as you're looking globally what you're seeing out there and we should kind of be thinking about that in '26

I'm just kind of curious if there's opportunities to kind of monetize that

I wonder if you could just talk a little bit about what that market looks like today, any big change in terms of LTVs

are there any real concerns that some of that could impact how the business is run going forward, or does it feel like a lot of noise

I'm just kind of curious how you guys think about that as an opportunity, especially given you already in kind of some of the key FFR markets

how should we think about the cadence of deals for the remainder of the year

can you guys provide an update on the performance update on the 27 assets that have been converted from Triple-Net to SHOP

big disparity in regards to SHOP growth in U.S. and Canada this quarter, in particular, I mean Canada occupancy is already at 96.5%

with this potential change in NIH funding where the indirect cost match from the federal government can get capped at 15%

what Ventas OI is telling you guys in regards to strategically you should be doing anything different to kind of capitalize on those demographic tailwinds

looking at the quarter, some occupancy declines, it appears. But in your 2025 guidance, you have pretty strong same-store NOI growth

are you still seeing opportunities to bring more operators into the fold or does the strategy really become doubling down

could you just help us understand at this point how large the non-same-store pool is, some general characteristics of that pool

how do you kind of just see all that fitting together? And exactly what does that set you up for going forward?

What's the additional kind of in you know, step you're trying to take in that regard