Doug Harter

“In light of your comments around looking to kind of reposition the portfolio, accelerate dispositions, can you talk about, you know, the thoughts around keeping the Portland asset or whether that makes sense to kind of accelerate the timeframe on that?”

“Can you talk about your ability to continue to recycle capital either through calling deals or just optimizing financing? How much more capacity you have to”

“As you look at the agency returns, can you help break down kind of how you see, like, OAS returns versus how much of it's coming from the swap spread and how that makes you think about the risk of the position?”

“Mark, just, I guess, following up on that embedded value and the buyback, you know, how are you thinking about, you know sizing it you know what are the the limitations of you know kind of cash flow up to the up to the holding company um you know and just how do you think about you know holding back for opportunities…”

“Just wanted to make sure that the liquidity number you gave, does that already factor in the discounted payoff of the New York City multifamily?”