Spenser Allaway

how the dollar value of deals sourced for the parameters of the private fund compared to that sourced for the parameters of the public vehicle

Is there any cost associated with raising capital for this fund as of yet?

would it be fair to say that your growth in the U.S. or maybe even Europe is going to be dictated a little bit more by the composition of deals

how long has it historically taken to get customers back to market rents after rent freezes

what are you seeing in terms of assets on the market, the bid-ask spread, and cap rates?

Can you provide an update on move-in rents thus far into 1Q?

Can you talk about the amount of NOI upside you guys are currently underwriting when you're acquiring from mom-and-pop operators today?

Can you just talk about what's driving the increase in guidance for the non-same-store pool?

does the recent push from California legislators change how you view your exposure to the state mid- to long term?

anything you can share as it relates to the development pipeline in terms of how input and/or labor prices have changed

how much transparency do you guys state in terms of the duration of these restrictions?