Is the North Tower investment thesis based on genuinely new services-export demand, or the relocation of existing tenants within Nairobi’s office market?

And given AI’s potential disruption of traditional BPO models, uncertainty around large digital infrastructure investments (MSFT/G42), and the finite nature of SEZ tax incentives, how does Centum underwrite long-term occupancy and REIT returns when the tax benefits, lease tenures and investment horizon do not naturally expire at the same time and the fact that the SEZs effective date was June 2023?