Nicholas Yulico

“I know you guys gave a lot of, you know, details on a potential 2027 impact. And I think, Mike, when you're going through that, you said, you know, all these factors will moderate apropos growth in 2027.”

“I was hoping you could talk a little bit more about Southern California and the different performances you're seeing in sub-markets there. You know, South Bay, stuff that's tied to like advanced manufacturing, defense industries versus more traditional 3PL demand in that market of parts of LA and Inland Empire.”

“The mark-to-market, again, this quarter was strong, above guidance. Can you just talk about what the specific buildings driving that activity, sub-markets, or if it's actually just sort of a broad-based improvement?”

“Doug, I appreciate you gave some color on leases signed in the quarter. Is it possible to just get the mark-to-market on those lease signings in the quarter? And I guess, as well, how we should think about what that number could look like for the back half of the year based on lease signing so far?”

“A couple questions on the vaccine rollout. Could you give stats on adoption rates of the vaccine by residents and staff so far? Also, we saw an announcement from Atria requiring staff to be vaccinated by May.”