Chris Darling

“Jim, hoping you could elaborate on your capital allocation priorities, how they might have changed given the run-up in your share price year-to-date, and just given the significant available dry powder you have, should we expect to see you go on offense sooner than later?”

“Brian, as you think about deploying, you know, your dry powder, what's the latest thinking around the Montage Preferred Security, just given the rising coupon there?”

“Can you provide an update on the sports infrastructure opportunity, any discussions you continue to have with universities? And then, you know, is there anything structural or maybe related to pricing that's top of mind for these institutions?”

“John, I hope you could elaborate on just your broad capital allocation priorities, given the meaningful run-up in your share price this year. You know, I appreciate you still traded a discount relative to the internal estimate of NAV, but, you know, that gap has narrowed pretty substantially.”

“Marcel, hoping you could talk a little bit more about what you're seeing in the transaction market these days, both maybe from a pricing perspective, but also in terms of depth of the bidding tent and anything else that has caught your eye?”