Tom Catherwood

“Doug, let me kind of go into the originations. Obviously, strong this quarter, definitely better than feared. As you look at your forward pipeline, has there been a slowdown in either the entire pipeline or in kind of specific asset classes, given the higher rates?”

“Maybe I wanted to go back to Michael's initial question about rent growth. The assets you've acquired this year have been at lower going in cap rates than you've done historically.”

“Just wanted to touch on the leases that you've signed. As you're going to the quarter by our math, there were like nine properties where you had released space, but the tenants hadn't started paying rent.”

“Maybe either Tim or Austin, I just want to square up the commentary on CISL reserves and the potential sale of a billion or a billion plus in loans. So it sounds like CISL reserves were, especially the specific ones, were primarily on the three assets downgraded to the five-rated bucket.”

“Maybe, Mike, just sticking with that $3.5 billion portfolio goal by year end, in the past, you'd always talked about one of the keys to achieving that was selling down some of the REO, repatriating that capital. with the 10-year remaining 4, 6 and above, does that slow the pace, especially for multifamily assets, slow…”