Victor Fadiv

“Earlier today, you mentioned that AI is becoming a meaningful source of traffic. Are you seeing any differences in how these AI-sourced customers behave after moving in, including length of stay, sensitivity to the CRIs, or overall customer value?”

“I wanted to follow up on these move-out trends because it appears that the low housing mobility environment is actually becoming a benefit rather than a headwind, with customers sticking as longer lengths of stay and muted move-outs more than upsetting weaker moving activity.”

“I have a question on your bridge loans book. So you originated only $5.5 million this quarter. Last year it was more than $50 million in Q1. So what was the driver behind that slowdown on a year-to-year basis?”

“I have a question regarding your operating expenses outlook for this year and it's a bit higher versus for example your peers just trying to understand what are the key pieces impacting that difference.”