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Are people touring that are public biotechs and are they just a little hesitant due to the macro environment
where are we at as far as winding down these COVID era tenants, are we in the late innings
it looks like there might have been a small delay on that. Was that anything like permitting-wise
how much of the potential residential land plays will come out of that bucket
is there any, I guess, non-biotech non-pharma, more so the AI tenants, any of those come in into the portfolio
What does that mean for your 2026 developments? Would that be more back half leasing this year? Would it be all the way until next year
Are you able to shield the taxable gains there? And then one separate tax question
are you going to make a big push in Austin and Nashville this year? And are there any other markets you want to boost exposure to?
You seem to be getting a little bit of traction on the permitting at the mixed-use Alewife project. Can you give us an update on what's going on there and a time line for that project?
how much has that list changed from a year ago?
is that starting to shift more towards some of the redevelopment and development properties?
Are you seeing any uptick in leasing demand or development opportunities from this?
do you see a bigger opportunity set for the outpatient medical developments or the opportunistic lab properties?
Would there be any market that you're looking to add scale to gain better efficiency?
Are you seeing much in the way of AI leasing demand in your submarkets that's taken out competitive supply?
do you expect any impact from the tariffs on the development costs in a material way?
Do you expect to see any distress opportunities from the Tier 1 locations for Lab if this goes on for another year?
Can you comment on what's going on in Alameda? It looks like it's having a little bit of an acceleration. Just curious if this is more of a concession burn off or a pickup in demand.
Do you have a timing expectation for the preferred investments being redeemed for the second half?
you took control of an asset in Los Angeles tied to the preferred portfolio. Can you talk about when you expect that asset to stabilize, if it hasn't? And was it much of a drag on earnings this year?
How do we see a recovery playing out? I think you mentioned supply would be down, but what about the lease-up pressure from that supply?
Do you expect to start any of those and where are they located?
I think you said you have about $150 million redeeming this year. Do you have the timing of that?
Can you talk about your overall apartment NOI exposure from ground leases?
are you looking to replace any of those tenants, bring in a better tenant that drives more traffic?
you have about 200 million to 365 million of apartment land. Can you tell us about how much of that you'll sell this year?
The savings from the management changes, would that start January or at the time of the annual meeting? And then Conor, on that point you just made about bidding on boxes
I just want to see if there's any early indicators of a demand slowdown. Is your exposure in line with normal levels?
Can you talk about maybe your markets that are surprising to the upside and to the downside versus initial expectations?
Is there any appetite to lever up a little early in the cycle?
Has there been any change in volume or they are coming from?
Are you doing much over there right now on the investment side or in the pipeline? I'm just curious how the bond market volatility is impacting
You're going to be able to source the cost of equity a little bit cheaper. I guess maybe could you put a parameter around how much the incremental spread
Is there another opportunistic fund you can do later on?
How much more can you borrow out there assuming no more investments as of today
where would the constraints be? Would it be on the -- be a constraint? Or would it be -- could you get a higher close rate
Do you have a pipeline of deals that you're looking at, any particular asset type? Will you see that with some Realty Income assets
how you're seeing the unlevered return on that or I guess the stabilized yield on the European assets once you get that mark-to-market
Are the grocers leading you there? Or are you putting more emphasis on being next to those projects?
Were those primarily junior anchors? And are they just looking to open the season earlier?
Where could that go over the next two to three years? Is there a governor from a risk perspective from your your end?
Was that I just want to clarify that it was maybe just you know, UDR being less aggressive, on a push to build occupancy. You aren't really seeing much in change of demand or concessions abating
if you're looking at different ways to diversify your equity source, whether it's joint ventures, maybe even start to fund business
is this a unique opportunity, or do you have similar value-add deals coming that could deliver nice growth
when do you think it would start to pick up, albeit off of a low level? And then how would Ventas like to participate
Can you talk about the RevPOR growth acceleration? Was that more of a mix shift? Or is it higher move-ins? What's going on there
the Santeria portfolio. A few years ago, you talked about having some MOB portfolio. Are you starting to see that kick in this year
You mentioned competition may be picking up a little bit for senior housing. Are you starting to see any signs that cap rate
Do you see similar opportunities for the Welltower business system in the U.K. as you do in the U.S.? Is it pretty much plug and play?
Have you deployed the capital, and do you have any debt at the fund level?
once you close Amica, do you envision any starts next year?