Juan Sanabria

“Just hoping, Nikhil, maybe you could talk a little bit about the SNF investments that you made, the trends in kind of price per unit or yields, the opportunity set, and the competitive dynamics with higher rates in the market today.”

“Just hoping, Mark, maybe you could talk a little bit about the strategy here going forward and what types of assets you're looking for, and as part of that, kind of the plans for the rest and land parcel acquisition you announced with results yesterday.”

“Just on the guidance that was reiterated from 721, Could you just talk to what's included in terms of the acquisitions closed subsequent to quarter end? I think you said they were in a six cap, and if they're not included, why?”

“I think it's flat, but SAMHSTRO NOI is set to accelerate. It sounds like you have more acquisition activity also expected as per Ross's last answer. And I know you called out like a one set PREF one timer on the cost side, but just curious on how we should think about the earnings trajectory in the second half.”