“Yes, watch list continues to be relatively flat. Those things that have happened, we had a thought that they would and it planned ahead. We don't really see much on the horizon at this point. No new additions in the watch-list at this point.”

In context

“ended up versus your expectations and then give a broader update on the current watchlist and going forward? David Simon: Well, I'll just say you know in Brian's remarks, we definitely have a decent impact from the retailer restructurings. I mean, also we have a little lower lease own income, a little lower of land sales than we had budgeted. But if you put those three categories together, it's about $0.15 that we had planned on being there that aren't there this year. So obviously, we factored in the Express restructurings and rule and so on. So those numbers are reflective of our new guidance. It doesn't reflect if there's a material new one coming up, but we don't -- we haven't -- we don't know of anyone that's on the road. So, Brian, you can add whatever you want to add. Brian McDade: Yes, watch list continues to be relatively flat. Those things that have happened, we had a thought that they would and it planned ahead. We don't really see much on the horizon at this point. No new additions in the watch-list at this point. Caitlin Burrows: Got it. And then maybe one more if I could. Just the contribution to the portfolio from the retailers. I think your latest comment was for a flattish contribution in 2024. So just wondering if there was any update to that and maybe like your visibility or confidence in the back-half of the year? Thanks. David Simon: Well, look, I think we continue to work through it. It's -- if you look at that whole, Penney, Sparc, RGG, Jamestown, we basically have around $200 million plus or minus EBITDA in that kind of OPI bucket now that APG is out. And it'll be plus or minus a couple of cents here or there. So because again, we have accounting, we've got lots of depreciation. You don't know that fast and the brands within Sparc, the lower-income consumer continue to fight through a t”