Caitlin Burrows

“And just to follow up on the transaction market, so just looking at acquisition guidance having increased, but then contributions and dispositions were down, I guess, could you go through the driving factors of the revisions and why they're being revised in different directions?”

“I guess I'm wondering if you can talk about TIs and cash flow growth. You did reference some of the pieces in the prepared remarks. So if you look over a long time period, like the last 10 years, NOI and FFO growth have outpaced FAD growth.”

“Maybe just two modeling points, wondering if you could confirm versus the goal of 88% to 89% physical permanent occupancy, what it was as of 2Q. And then just on the management company side, it looks like revenues are down year over year, but the management company expenses are up.”

“Yeah, I guess you mentioned a few times that demand has been steady, but you also mentioned earlier some confidence in demand growth as millennials and Gen Z age into the core range for storage use.”

“Earlier in the prepared remarks, you guys mentioned that 48 percent of leasing in 2Q was renewals, extensions, and expansions. I was wondering if you could talk more about the renewal activity, maybe what retention has been over the past few, say, three years, and if it's fair to expect that it increases going forward?”