Jay Kornreich

“You added a new JV partner this quarter with KKR, and so I'm just wondering if you can give any perspective as to how many other differentiated strategic partnerships you envision forming or if there's any examples you can provide of new strategies you'd like to implement.”

“I just wanted to follow up and ask, you know, you had a lot of broad-based demand with, you know, both resort and urban markets performing, you know, extremely well lately.”

“I wanted to ask about the Colorado development. Has there been, or within that, about the potential for the second building on the site there? Have there been discussions with the tenants that have progressed since the original announcement or any visibility into that potential second building materializing?”

“I was wondering if you could just give any further details on the industrial portfolio you announced to acquire, if there's anything further along what the yield was on it, and more specifically, just in terms of how you anticipate financing it, and if there's any maybe guidelines around what you think pro-former…”

“First, I just wanted to ask about tenant credit. The sub one times rent coverage bucket dropped to very low 0.2%. So just curious how you're thinking about tenant credit and if there's any changes to the watch list and maybe how that's all baked into guidance, if there's been any adjustments there you can talk about.”