Eric Luebchow

“There's obviously been a ton of talk about how satellite could potentially impact telecom, and Kate, you brought this up.”

“No, Adair, I just wanted to get your view on the long-term guidance raise. Obviously, a huge change from last year. So maybe you could just talk through a high level kind of what you're seeing in the market that's given you the degree of confidence to raise CapEx this much.”

“So, if you could walk through any of the accretion math for us there, and then it certainly sounds like given the success you've had in leasing year to date, that CapEx is going to be meaningfully higher next year.”

“Tom, you touched a little bit on, you know, move-ins being down year over year due to, you know, less inventory. But just curious if you could touch on top of funnel demand, whether measured through, you know, web search or in-store traffic.”

“Just to follow up on Richard's question. I think you mentioned that there might be some opportunity for new tower builds. I think that's something we haven't seen a lot of among the public tower REITs in the last few years.”