Seth Bergey

What's kind of the target mix between non-strategic office, residential, JV interest plans

what's the overall mark-to-market in the portfolio

you had outlined $0.09 to $0.04 of kind of dilution from asset sales

Reservoir Place and Rustin Center were kind of taken out in 651 Gateway wasn't added this quarter

Has AI changed the way you kind of think about your capital allocation priorities as you think about buybacks or kind of resilient businesses

do you have a sense of how that can kind of change the margin profile of certain segments kind of over time

what kind of gets you to kind of the top end and the low end of the guidance range that you put out for the year

How do you think about kind of head count needs just as you balance kind of the accelerating advisory services business and then maybe some efficiency gains

specifically for office, is that -- are you seeing broad-based kind of activity there? Or is that concentrated in like more gateway cities

do those have access to power, or is that kind of a constraint there

are clients waiting for interest rate cuts? Or is it more where we have more clarity on tariffs

with the raised outlook, are there any changes to your hiring plans

if you're seeing any differences between smaller or larger tenants or U.S. tenants versus kind of global tenants

how does the kind of Gateway acquisition kind of compare to your initial underwriting expectations? And just given kind of the positive comments on the pipeline, is there anything kind of changing ...

what type of spread are you kind of looking for to compensate you

how much of that should we expect to be life science versus outpatient medical versus share repurchases?

how are you kind of thinking about capital allocation in terms of, you know, development or external growth vs buybacks today?

Can you give some more color on the 2Q Lab leasing activity to date? Is that from the development pipeline

Last year, the occupancy build from 2Q to 3Q was, I think, 140 basis points. Just given the strength that you've seen in July, do you think that you'll be on track to kind of surpass that

Do you have a sense of how much of the margin expansion in the SHOP portfolio as a result of occupancy gains versus execution

how prevalent is retrading deals walking away because of the capital markets

how do you see the trajectory of that funds business? And, you know, should we expect that to be kind of a larger piece of the story over time?

Can you kind of quantify the expansion and kind of what portion of that expansion would be of the type of assets that you would be interested in