Ronald Kamdem

“And then just my second question, if you take just a big step back, thinking about the guidance for this year, just what's the number for the dilution from capital recycling, right?”

“And then my follow-up, I mean, I have to say during the quarter, there was a lot of talks about the CMS proposed rate uh preliminary rate came out at 2.4 percent i guess i'd just love to hear that um just how did sort of you and trilogy react to that does that change anything to the business plan um not following your…”

“Please go ahead. great um maybe just start on staying on sort of the capital recycling you could talk a little bit more about just what the acquisition pipeline and cap rates uh how those have been trending and then just on the disposition side clearly there's always proving to be done but um is are you mostly through…”

“I just want to go back to some of the comments on the third-party management. I think you talked about valuations being down 7% in the back half of last year and potentially continuing into this year and the redemptions potentially ending in the first two quarters of the year.”

“Just going back to the pipeline and focusing on industrials a little bit. If you talk about light manufacturing and what the cap rate trends are there, because I know you've talked a little bit about cap rate compression.”