Jonathan Hughes

“It was great to see the investment activity in the replenished pipeline. I was hoping you could maybe share expected yields across the three buckets of SNFs, UK care homes, and seniors housing.”

“I appreciate you adding the earnings bridge. I find it very helpful. I think some who see that might be inclined to annualize that implied fourth quarter figure to get a sense of next year's earnings.”

“I was hoping you could talk more about underwriting criteria. I know the acquisition volume guidance is $2.5 billion from one at the start of the year, and you've been very consistent on buying properties with 7% yields.”

“I wanted to ask about future growth potential. At the start of 2022, you outlined an opportunity to deploy $30 billion of capital over the next 10 years. You've done nearly that in just three years and now achieved a market cap over $100 billion.”

“Could you remind us the timing of Healthscope meeting cash changing hands? I think that's a phased transaction and then maybe the timing and the expected disposition yield on the Prime purchase options?”