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I just was hoping to understand that a bit better
are there any other items that you think right now are impacting the demand for space
the remaining like 1.3 million square feet expiring next year, are those likely to stay
do you all have taxable net? Like do you need to pay a dividend? Or do you have the ability to just keep cash
does this bring back the prospect of using capital just for your stock here? Or are the development needs just going to be great enough
is that still planned to be the case? And two, which bucket in your disclosure does that come out of
if we were to put those aside and think about sort of the remaining portfolio over the course of the year. Did you mention that occupancy will be down 2%
do you feel like that that emerged or did things just change quite a bit in the last few months
How do you feel capital markets are holding up? How do you get comfortable that the stuff that's in process will make it through and close
how much of that is related to projects that are kind of in process versus ones that you might want to start
I think you alluded to the first quarter here going to or trending toward having a really strong leasing picture. I was wondering, if you could give a little bit more color on that
the series of initiatives and announcements coming out of the White House to prompt more for-sale housing activity
whether it's really incremental demand above and beyond what would be normal or if it kind of goes to this idea that only 20% of the demand is coming from stuff outside of AI
can you maybe talk in a little bit more detail about how you're tracking that, if you think that, perhaps, it's cannibalizing other types of space
just any risk around or confidence level around a couple of hundred basis points of pickup in occupancy you've outlined
Where do you want that to be? And I know you have time before you have to spend some of this money. But I guess why wait
Can you talk about your West Coast leasing activity and what you're seeing there as it relates to strengths and weaknesses by either tenant type or submarket
Can you talk about how much is, say, industrial data center office and so forth? And just the prospects of that -- you mentioned the $900 million
wondering if you can get into a little bit more of your thinking into how much of that maybe was pulling forward stuff you thought would happen later in the year versus just outright strength
whether you see any long-term diminution in that just in terms of overall space needs and perhaps also in areas like appraisal
I think there's a comment in the deck about OMSR net MSR gains and a change there. Can you -- is that in the guidance
can you maybe comment on the M&A pipeline, especially given the free cash flow? And also whether that had any impact on not buying back stock in the quarter
Do you feel like anything got pulled forward from the fourth quarter, or perhaps how we should think about when or in what business lines do comps start to get more challenging
potential synergies that you're working on in BOE. And just curious if you can give us any additional context on order of magnitude
if the comps get a lot harder as we go into the back half of the year, or if any demand you think was maybe pulled forward
what's been changing over the last few weeks, whether it's a more wait and see, whether deals have been canceled
is it just the pipeline that you say you have? Or how do we kind of look at that
How much of the growth in SOP that you expect there is from like, say, revenue versus some margin expansion
your guidance around a more muted sort of recovery there versus kind of what you're seeing right now today
Can you maybe give us a sense as to where private market is right now in terms of IRRs, where thinking is for NOI growth
you guys had another quarter of pretty strong dispositions at very low cap rates. Can you talk about just how much more of those you think you could do
any sense as to, like, how much of that is likely going to be debt? And then of the rest, like how we should think about your share
is it likely that you'll just sell stakes in existing assets? Or will that be used to go out and buy new assets?
maybe just give us a little bit more color around maybe what kinds of assets you see them going after
how much revenue, like annualized revenue do you kind of give up taking the lease term right now
I think last quarter, you said 75 basis points for the year. And so I was wondering kind of what of that you think you've used
Has much changed in terms of the flow and pipeline just in recent weeks or the last couple of months
talk about you're expecting long term from this book How much of an earnings contributor you're expecting it to be
I think one of the Cain loans has an initial maturity that's perhaps next month
can you go through some of the bigger buckets of investments and give us a sense as to where you're more or less active
if I could ask more directly on Caesars, given the comments from them around the regional assets
can you talk about maybe like how often lease amendments come up? And if they do, how you approach those conversations?
I think you had about $7 million of transaction costs. It just seemed a bit high for a quarter that was fairly quiet
if you wanted to bring it up to, say, 10% of the balance sheet or something, do you think there are good opportunities out there
how much in committed capital for various projects and loans, etc, is not in the guide, because there's not a draw schedule
I was wondering if you could talk about what the pipeline has looked like lately in the face of just the macro volatility
Any comments on where you think cash yields would be right now for some of the various buckets that you're looking at
just wondering if you could talk about kinda what deal flow looked like in 2024 and what it looks like currently in contrast to maybe in prior years