Ravi Vaidya

Can you walk us with the upside and downside scenario for the full year?

Can you offer color on your discounting strategy in the broader promotional environment in 4Q?

Can you describe how your team is using AI or any agentic technologies and maybe how that's an opportunity to lower marketing expense or any other operating expenses?

How do you expect the lower rate environment to impact the growth of this part of your business?

Can you please identify some markets where you're starting to see supply headwinds ease and thus expect pricing and same-store revenue to improve

It appears that you guys are largely done for the year with acquisitions. And you mentioned earlier that pricing is getting tighter.

which markets do you expect to see strong and outsized demand from? Which ones may be a bit more concerning

I wanted to ask about tenant credit. Seems like the reserves are a bit conservative. Can you provide a bit more color here?

How much do we have in total rent that's embedded in that pipeline?

Can you offer an update on the signed versus occupied pipeline? What's the total rent that's embedded in this pipeline?

Can you talk about your acquisition pipeline and any other changes in the transaction markets or any deals falling through or getting retreated?

how much of that was driving the uptick in the guide?

How large is this segment within the overall portfolio? And what is the appetite, cadence, and forecast for dispositions

Are there any other headwinds that we should be aware of or think about as we think into '26 growth

you offered comments on how you expect revenue to trend throughout 2026, but how do you expect expenses to trend

You had less promotional activity this quarter than a year ago. Is that something we should expect going forward

Can you offer some more color on your current ECRI policy? If you're expecting any other regulatory or legislative restrictions

The expense forecast came in relatively low, about 100 bps below last year's inaugural forecast. Can you comment on some of the line items

Does this further encourage your development pipeline given the bonus depreciation provision

can you quantify the average rate increase and maybe how has that changed from last quarter and last year

Do you expect stabilization to take longer today than it may have in the past given lower demand levels?

Can you identify the tenant that was moved to a cash basis? Was that a bankruptcy?

I saw that this quarter that your renewal spreads exceeded your new spreads along with having lower TIs. Can you discuss some of the puts and takes

Can you offer more commentary on the decision to sell the asset in Miami?

how should we think about rent recognition either being pulled forward or pushed back in the current environment?

I wanted to particularly ask about your luxury tenants. Are you seeing -- what are you hearing from them in terms of sales and foot traffic

Are there active negotiations or discussions regarding the lease?

Can you offer any comments on what's going on with Century Casinos?

Has any capital been drawn down for that deal thus far?