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is there simultaneously maybe a relook at G&A to cut that further over the next 2 years
is that truly the $1.40 bottom? What's maybe the biggest variable in your mind that could push that $1.40 lower
if you've had any like recent conversations with FDA officials or any larger VCs in terms of the shifts
where are we today in terms of like incentive packages, TIs, free rents to achieve that leasing
the cadence that you showed at Investor Day trending down to that $1.40 to $1.60, is that cadence still intact
why not so-called rip the Band-Aid just give a high-level number of where you think next year is going to shake out
why not consider just outright equity to fix the balance sheet, fix your capital needs
when are we going to trough for ARE specifically
is there some thought about dealing with capital needs in a faster, bigger way than sort of every quarter sort of waiting for transactions
Would you consider sort of selling kind of $2 billion, $3 billion and doing a big buyback
Would you mind just giving us a sense of how you see the current watch list
how do you anticipate leasing inflecting? Any numbers you can share like tenants in the market or even just how the pipeline has changed Q-over-Q
how does the relative strength of each of the markets are today
what do you think BXP's kind of structural peak occupancies for the portfolio
Do you mind just giving us a sense of like what rents broadly are you talking, say, compared to One Vanderbilt
is there a pathway now to $100 million?
Maybe you can just expand upon that for the larger segment
as you're growing the bookings pace, can you just elaborate, are you taking share?
How do you see both those segments in today's environment?
does that put like just hypothetically the next two, three years in a different zip code of velocity and size of your bookings
you're calling for the bottom, you're saying there's more activity. A bunch of your peers are still seeing occupancy falling and maybe pointing out much more challenging, I guess, conditions. So ma...
how much of that you know, 2 to 4 or 3¢ kind of percolates into one queue
What's the leads versus occupied or like, economic versus lease rate?
how much of the signed but not commenced leases you have to offset some of this?
what does that mean for base needs in your mind?
if you assume you see another quarter of a similar amount of credit risk, what do you need to see in the MOB side to keep sort of the overall guide intact
how much is new leasing versus sort of renewal and early -- or future renewals or early renewals?
how does the watch list compare today to that uncertainty maybe two, three years ago?
can you kind of talk about the components of same-store specifically, occupancy, how you see that trending for the balance of the year?
can you just give us more flavor on the range or the type of deals and cap rates? And then just stepping back on that, the funnel
how should we think about the cash flow AFFO growth trajectory? Is it like over time over the next 2 years, 3 years? Is it a low single-digit AFFO?
just the bookings dipping sequentially. How much of that is seasonal
if you can just talk about some of the EBITDA growth the AFFO. Is there like a step down in 2Q before it steps up?
I think last quarter, you had said as we enter the back half of the year, we'd like to see some markets where annualized rent growth could maybe eclipse your rent bumps
what gives you strength as you see this downtick in the first quarter to build a fair amount of occupancy to hit your guide
what your view is on the direction of Prologis, Inc.'s occupancy into 4Q specifically
what scenario do you see sort of rents inflecting or real rent growth
Maybe if you can give us a little more color
just giving us what the actual realized market rent growth was across sort of the U.S. versus other regions
why occupancy has not picked up and their positioning of the portfolio in terms of product mix
maybe use the fund it already has or create a new fund to monetize certain core higher-occupancy senior housing
I wanted to talk about dispositions potentially in senior housing, whether it's into your fund or elsewhere, like Canada
how are you baking seasonality into the first and the fourth quarters? And does weather impact either occupancy or flu impacts
is there thinking about like bigger picture change in the portfolio
I guess, want to dig in a bit more into the March comments you made about sort of move outs. I know it's unfortunate. Is that due to like flu or some specific properties
Your full year still is four and a half. You had really good bumps, and you've kept that intact. So does that essentially suggest pricing power sort of accelerates through the year
how pricing far evolved around different occupancy bands and perhaps what percent of the portfolio is, you know, less than 80% occupied today
Can you clarify in your guide, are you baking in sort of a typical seasonal pattern in 2025 kind of dipping in one Q and then from three Q to four Q
what about the fund and maybe MOBs or life sciences, senior housing? Like, how are you thinking about growing or tapping the fund
Is there something different about your relationships or your markets which can limit supply
is there something WBS or the team can do to sort of monitor reduce CapEx levels in senior housing
I'm hoping you can give us a bit more quantitative or framework to think about this compounding aspect
is there a goal? Is there something you're trying to prove? And kind of how should we think about the growth engine from a cash flow standpoint from here on?
How does that parlay into both sort of the margins but also CapEx control. Just I guess, accentuating both the magnitude and the duration
Can you kind of give us a sense of the pricing power across occupancy bands within the SHARP portfolio?