Samir Khanal

how would you characterize sort of top of funnel demand today?

Is that primarily from sort of the lower supply you're seeing?

what gives you the confidence to kind of come out with that sort of lower range this time of the year.

you talked about the progress is being made, but you also said it's sort of gradual and maybe -- I don't want to use the word softness

Is it in line with your expectation? Has it been below your expectations sort of year-to-date?

you talked about the sort of the positive impact from LSI that you're seeing. Maybe expand on that. I mean, you talked about improved leasing in that portfolio.

You talked about the K-shaped economy. So if this backdrop continues and given your sort of high-income trade areas, your strategy and tenant mix, I guess, how does that all translate into relative...

how much of that is sort of true market rent growth that you're seeing in your portfolio versus maybe just sort of mix or tenant upgrades.

help us understand as you're talking to these tenants, I mean, at this point, does anybody even bring up tariffs and expenses or costs

Talk about kind of how to think about the cadence for future quarters and what kind of drove that for the first quarter?

how much of this is sort of speculative versus known at this point?

remind us kind of what the onetime benefits were throughout the year as we sort of sharpen our pencils on '26

the term fees went up. Maybe elaborate kind of the type of tenants category that's driving this number higher

what's driving the higher reimbursements in the quarter and maybe help us understand sort of the trajectory for that, for expense recovery

are customers now at a point where, you know, they think this is sort of the new normal

how should we think about your investment activity this year, excluding NSA, and maybe comment on the lending platform?

should we think about the cadence of revenue growth here? As we think about the next few quarters

what's the operational or financial benefit from that and is there any sort of cost associated with sort of the relocation

what is the long-term profile, so the growth profile of the company, you think, from same-store NOI or FFO growth perspective?

how much room do you have there to kind of still kind of grow at that sort of 2% into next year, at least the next 12 to 24 months?

kind of what are you hearing on the ground given the pricing restrictions and the burn-off in Jan?

how are you broadly thinking about that dynamic? As you thought about guidance, especially with headwinds on the consumer

Can you provide color on small shop tenant health given the macro and higher prices?

given where pricing is, right, for grocery-anchored today, I mean, how do you think -- sort of what are you seeing out there in the market opportunities?

just curious, there seems to be a little bit more leasing being done on -- the new leasing being done on the anchor side versus shops

walk us through kind of how you're thinking about the contribution from the various components into the second half as we think about the same-store NOI cadence

how leasing discussions have been going, how activity sort of has been trending

as it relates to retailer demand, you mentioned it's very strong, and I assume you have a lot of leverage on negotiations

you launched the Simon Plus loyalty program. Just is there any early observations you can share about the program

just trying to see if you can keep up this sort of same-store momentum in '26 or even do better

has your approach changed in kind of how you're dealing with your tenants, whether when you're negotiating leases