- Management highlighted ongoing uncertainty around tariffs, which is dampening decision-making and investment in new growth initiatives.
- Despite strong leasing activity and development progress, the company remains cautious due to tariff-related risks affecting timing and demand.
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- The company continued to source attractive investment opportunities in a volatile macroeconomic backdrop, emphasizing middle market sale leasebacks with growing operators.
- 88% of investments ($334 million) were supported by existing relationships, highlighting the importance of recurring tenant relationships.
- Management highlighted the resilience of portfolio performance, with healthy tenant credit trends and rent performance, ahead of budgeted credit losses.
Dafinchi