I think AFFO should, as you say, be very good this quarter. I'm not sure that will be the biggest news. I suspect they are looking to have the new bridge loan securitization out there before they announce.
I'm not as optimistic. Schaefer always says takes about a quarter to get new equity invested. So the raise they did in early April may be a drag on earnings, just like the previous raise was a drag onn 2nd quarter earnings. Would be nice to get some news on the floating rate securitization either before or during the call.