Matthew Erdner

“You know, I thought you guys had a really good quarter. So I guess following up on kind of the portfolio, you said you had a few percentage left.”

“So you guys still have a pretty strong cash position. You know, I'm just trying to get a scope of what you guys are thinking for, you know, continued capex or investment into, you know, the properties as you continue to retenant.”

“Building off of the terminals there and the disruption in the Middle East, do you feel like now is a good environment for sales on these? And then as a follow-up to that, I'm curious if you guys have had any reverse inquiry just given where these are located and who else is around you in those spots.”

“I'd like to talk on dispositions going forward. You know, are there any credits that you guys are wanting to work out of? You know, I noticed the, I guess, cap rate investment spread came in from, call it, 60 basis points in the first quarter to 22 this quarter.”

“I'd like to talk about the loan portfolio and kind of what you guys are seeing, you know, from the pipeline and kind of that path to that, you know, 500 million net growth that you talked about, you know, where you guys kind of see that shaking out over the next couple of quarters.”