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SECTOR ETFTLTIEFBULLISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

High rates curb supply, boosting long-term rents

The speaker's long-term bullish case for multifamily rests on high interest rates making new construction much harder, which will create a severe future supply-demand imbalance and drive strong rent growth and NOI increases.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE