John Kim

“I wanted to ask about your gravitation towards higher triple net leases in your fund backlog.”

“The $200 million valuation for the F&B business came out of the blue for us. Congratulations on getting that done. But I was wondering if you could comment on what this business is exactly and where this sat in your NAV build out last year, if it was part of the other assets of like $559 million.”

“I wanted to ask on some of the demand drivers that you're seeing today, if you could provide an update on how much the data center suppliers were part of your development leasing this quarter versus the 20% last quarter.”

“I wanted to follow up on Yana's question on your RV-Murina guidance, because if you look at the four-year guidance, it implies fourth quarter for seasonal transient will decline by approximately 7%, and that's down from what you had in the third quarter, third quarter being relatively in line.”

“On the data center front, you mentioned letter of intent of roughly one gigawatt. I think that's been fairly stable over the last few months. But can you just comment on what the constraints are to getting those leases signed?”