{
  "report_rows": [
    {
      "kpi": "Core FFO/Share (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.64 vs. cons $1.632 (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Occupancy Rate (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~86.3% vs. cons 86.56% (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Dispositions (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$425M vs. cons $575M (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Core FFO/Share (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.35-$6.40 midpoint vs. cons $6.360 (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Year-end 2026 Occupancy (FY 2026)",
      "prediction": "LOWER",
      "answer": "guide ~86.5% midpoint vs. cons 87.09% (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY Same-Store NOI Growth (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~-9.5% to -10.5% vs. cons -10.61% (VA, Aug 1, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY Dispositions (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.7-$2.9B vs. cons $2.77B (VA, Aug 1, 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side models Q3 implicit cut (-3.1% vs. cons) after FY maintained; occupancy guide cut triggers estimate revisions over 2-3 days",
  "day5_confidence": "MEDIUM"
}