WEBVTT

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Yeah I would say the the conversations have

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only picked up steam and the opportunities have

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kind of broadened there's much larger counterparties that

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are speaking to us today that were not

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six months ago.

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There's a number of counterparties in the the

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IG corporate rating standpoint that are talking and

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or potentially willing to provide some type of

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backstops or wrappers and so the universe for

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us has definitely expanded.

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I also think coming out of the election

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you know about a week ago there's created

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a bit of concern about the deliverable dates

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in different markets in different regions in terms

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of things are things going to get delayed.

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I think there's a lot of unknown right

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now and I think in a scenario where

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there's a lot of unknown people are chasing

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the sure thing and where that opportunity may

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lie and so we've had a number of

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calls post-election even in terms of hey

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have you signed a deal yet is your

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power available what that could look like.

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I think the other thing you look at

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some of the other deals in the market

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right now is you're starting to see hyperscalers

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and larger tenants look at different areas of

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supply chain and I think that was a

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factor in the large deal that Riot announced

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last week. It seemed like you know their

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tenant likely is going to be bringing a

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lot with them and so I think the

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market and the dynamic is definitely shifting and

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there's a willingness to kind of work almost

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in a partnership versus a one-sided you

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must deliver all and then the other side

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comes and takes it over.