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Leasing and occupancy pipeline
Management expects occupancy to increase driven by a full leasing pipeline and several advanced-stage deals, supporting continued rent improvements and stronger property income.
Data center development demand
Data center development backed by lease commitments from high-credit hyperscalers is positioned to drive development and industrial leasing growth without the need for external funding.
Capital markets access and deployment
Access to global capital markets, including competitive non-domestic debt issuance and an equity raise that preserved credit metrics, enabled increased acquisitions and development starts while maintaining financial flexibility.
Interest rates and valuation pressure
Higher interest rates are raising cap rate assumptions and weighing on transactions, which pressures property valuations and limits near-term upside to per-share metrics.
Disposition slowdown and reduced growth capital
Pricing caution and deferred deals have slowed property sales and contributions, reducing disposition proceeds and constraining a source of growth capital.
Tenant retention and leasing costs
Weaker tenant retention, below-average leasing volumes, and higher leasing costs may pressure occupancy stability and near-term operating performance.
