Mitch Germain

“Lots of noise around Wendy's. Is there any exposure in your portfolio with that tenant?”

“I know you guys talked about declining theater exposure, and I'm curious if there is a thought around maybe capitalizing on some of the momentum and pursuing asset sales on some of your portfolio, Or is that decline just going to be through your deployment into other sectors?”

“I think, Mike, you might have mentioned that GSE's seen a reduction there. Do you expect a bit of a pickup in 4Q? I know that there are certain levels that they have each year, so I'm curious how do you think that plays out?”

“Christian, you mentioned more liquidity in the debt markets today. I'm curious, as obviously we continue to face a wall of debt that continues to just kind of get pushed, you know, in short-term renewals and such.”

“Your legacy investments, the first couple that you made on balance sheet, a couple of multifamily, one retail. I'm curious, I don't know, it's been a year plus or so with some of them, how they're performing relative to your original underwriting.”