{
  "report_rows": [
    {
      "kpi": "AFFO per share (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.095 vs. cons $1.086",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Rental revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1,440M vs. cons $1,426M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Investment volume / Acquisitions (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2,100M vs. cons $1,964M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "AFFO/share (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint ~$4.43 vs. cons $4.415",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Investment volume (FY 2026)",
      "prediction": "BETTER",
      "answer": "reaffirm $9.5B vs. cons $7.97B",
      "confidence": "HIGH"
    },
    {
      "kpi": "U.S. Core Plus Fund deployment (qualitative)",
      "prediction": "BETTER",
      "answer": "confirm full deployment; fee income ~$10M annualized",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions as Street closes the $7.97B vs. $9.5B volume consensus gap",
  "day5_confidence": "MEDIUM"
}