2026 Investment Guidance -- $600 million to $700 million, increased from the previous range of $500 million to $600 million. Management increased full-year financial and investment guidance, citing resilience in consumer discretionary spending across experiential categories. Full Conference Call TranscriptOperator: Hello, and welcome to the EPR Properties Q2 2026 Earnings Call. As we've said, $100 million, that's -- since we're across the barrier, we will fall right to the bottom line of where we're at. In terms of when I call bad debt, bad debt or anything that impacts earnings, it's lower than anticipated.