Blaine Heck

“Oh, and you talked about a lack of available equity capital and commercial real estate given the vacuum created by AI investment. And it sounds like you guys might achieve your delevering through dispositions ahead of schedule.”

“So on the opportunistic debt fund, you've deployed 643 million of the 1.3 billion to date. Can you just talk about where you're finding the best risk adjusted returns right now?”

“Just following up on spreads, you talked about Southern California dragging the average down a bit. You've addressed 45% of overall expirations thus far. But I'm wondering, you know, what percentage of your Southern California 27 expirations you've addressed?”

“I know you can't talk about specifics related to the Seagrove deal, But in general, does the movement in rates have much of an impact on the economics of the deal from your perspective?”

“Can you just talk about how we should think about the trend in rent spreads over the next couple of years? Will it be a linear, gradual decline in recovery, or is it likely to be somewhat lumpy based on mix?”