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Is that a result of just the market coming towards you? Or is that a change of strategy for these assets
Is it prudent in your mind to -- for us to be assuming the entirety of that $97 million gets put into a delay bucket
what do you think the appropriate run rate is for development exposure
Do you have any sense on the people that you're talking to, a different type of investor that's showing interest in the stock
I wonder what the development picture is going to look like kind of post-2026, when you top off what's left
What's your comfort level from a payout ratio sort of when you kind of think about resetting the dividend
do you think that there will be like at Investor Day some sort of run rate development exposure that Alexandria will sort of commit to
what is the percentage of seller financing that you'd expect from that
Do you think that the, the end game here in the aftermath of all this is to have development be a far lesser percentage of your asset base
in terms of the G&A savings for 2025, can you talk about that? I mean, it's kind of fortuitous timing around maintaining some level of reasonable FFO
would you say there's any concern about where things are headed from a policy point of view, or are you absolutely confident
on the 768 and the 336 that you have leased in a lot of it's under discussion, would you say you're running at, or where you were at investor day in terms of plan
offers out 5% to 5.5% into the spring leasing season, yet your guidance still has 3.5% renewal for the full year
how much closer do you get to your 25% target in expansion markets from the 10%
Do you foresee sort of a less noisy 2027 so that the next 200 basis points of occupancy gains can be something more representative at the same-store NOI line
percentage of the portfolio of -- let me say it this way, that leases that were signed pre-pandemic that have yet to have been addressed
Is it enough to be two or three days a week for you to have a successful negotiating platform, or do you need that to kind of ramp to a full week
Is it more of a hockey stick like we saw in 2022—I would hope not—or more of a gradual improvement
probable, possible, unlikely, what do you think?
when supply delivers what's the typical tail of disruption from that asset or those collections of assets that come to market essentially vacant
I'm wondering if -- what do you think about how that will look? Will that be, I'm guessing not a straight linear line from today till the end of the year but more like an EKG?
what was the cadence of of the recovery at Gateway specifically
is there a strategy around any of that, you know, pre preemptively for this year?
how would you characterize the buyer pool in terms of where all this might go?
when do you think those three important points in the life cycle going forward in life science are going to happen?
what's the appropriate premium to doing buybacks? Is it 100 basis points in your mind or is it more or less?
do you think that now if getting to $60 million was a three-year event to actually realize that cash, do you think it's significantly pushed back now
wondering are we getting any closer to a bid ask spread that's, at least in the conversation
How much is the 181 associated with, sort of existing leverage ratios and how much is the 187 associated with higher leverage ratios
you said your targets for expansion -- your target for expansion markets is 20%. I remember the number, 25%. I just want to -- I don't know if you're just short handing
Does it inform you about what you might do as a corollary to the process they're undertaking, whether it's as a buyer or a seller or anything?
deep in your heart, were you expecting more this quarter from L.A. that you didn't get?
I'm thinking in 1996 in Atlanta when there was sort of this wave of housing and then there was a hangover effect after the Olympics. That was a little disruptive. Atlanta obviously became a great m...
Do you think that your markets from a job growth perspective alone will outperform the nation, in line with the nation, maybe below the nation? What is your view on jobs going into 2026, if you hav...
have you looked back at recessions and note that there's a very clear win in the West Coast
at what point do you start to look at some of the improving conditions in Downtown San Francisco and start to maybe dance a little bit more there
I wonder if we could start to see your aggressive, you know, more offense on external growth, leaning more into northern areas and selling out of Southern California
if you guys could maybe forecast out how you feel like the next round of negotiations and pricing might go later in 2025
I just want to make sure that I guess that implies negative leverage going in. And maybe outsized growth
are you surprised by the tail of supply impacting that line item in particular? Or is everything kind of lining up the way you thought?
when you say remain active, is that like a a dimmer switch as time passes? Or a light switch?
How excited are you really for 2026? And and is there a chance where like, significantly outsized growth starting in 2026
Is there an efficient frontier to the point where you could just have too low of turnover
Is it something systemic to the world around you? Is it a UDR sort of strategic shift of some sort that's inciting
Would you be – were you toying with raising guidance this time, if not for that noise
at what point has become too low where you start to lose an opportunity to capture some rent upside
I am curious why anyone would be a motivated seller with everything starting to happen here
Do you see an opportunity where buyers today may be necessary sellers a couple of years from now
I'm wondering how supply doesn't become a relatively near-term concern just around the narrative
I'm just curious if you've given any thought to a more affordable product to sort of capture a broader range of seniors
I'm wondering if that has sort of smoothed out over the course of 2025, whereas it sort of slowed down, hopefully, where the full year 2025 might look like a lot of other years
what would you say is the time line where you've sort of getting to the point where you've seen and considered what you kind of want to have and that we'll start to see external growth start to sor...
if you had just sort of done everything all of it as opposed to some leaving some behind with Brookdale, if that would have been the better option
what percentage is currently running above whatever the pre-disruption occupancy was, say, high 80s
why the focus is on, you know, sort of lower risk if I could call that, opportunities as opposed to more value-add activity given we are in such a sweet spot
Are you thinking about senior housing as sort of a bed from which you grow other businesses
Can you talk about the company's outreach to a broader swath of investors, generalists, international?
what do you -- do you have concern about fatigue at the rent level?
where do you see that sort of that optimal sort of cadence in terms of how big of a pie chart of operating partners is the right number
what do you feel like medical office and post-acute, what role do they play in the company today?