I listened to it. Nothing concerned me. Basically what we know, tenants are taking hold and see approach. Management did mention multiple projects, which they are having success leasing properties and redeveloping vacated stores.
An analyst incorrectly suggested the 70% loan covenant may be violated. Management quickly corrected him stating a high of 65% mid-year, and any new borrowing would be offset by the income the project generated.
Off to warmer climate now. I'll check back in about 2-weeks and see if the attitude here has changed.