Farrell Granite

“I want to go back to the three transactions that we've been speaking about.”

“I first just wanted to ask about your free cash flow, especially given the strong about $1.3 billion in 3Q. Can you outline how much of that was potentially a benefit of timing of collections or a pull forward from 4Q, as well as bridging it to the maintained 3 billion?”

“My question is largely around the ramping of your operators, especially when thinking about Janice's original IPO, very limited number. And as you've been building this pipeline, as well as executing on these acquisitions, We've noticed that your number of operators has been increasing.”

“I want to dig in a little bit deeper on your comments about larger portfolio considerations that is not currently contemplated in guidance. Can you give a little details on maybe some larger portfolios you were evaluating year to date that potentially you passed on and maybe why that would have happened?”

“And first, I want to congratulate Talia. Thank you for everything you've done. And looking forward, I'm sure, to not having to be on these earnings calls again.”