Increased LeverageAnalyst flags that increased leverage raises concerns about financial flexibility and could constrain the company's ability to pursue growth or withstand funding stress.
Project Execution RiskAnalyst warns that Project Triboro carries execution risks that create uncertainty around development timelines, costs, and potential returns, which could pressure the stock if setbacks occur.
Tenant Credit QualityAnalyst points out a decline in the share of investment-grade tenants and fewer tenants providing financial reporting, weakening portfolio credit quality and amplifying downside risk to cash flow.