projects we think that would be steady demand for lumber and wood products we think names lie weyerhaeuserd more have significant leverage to lumber prices and will hold up really well they're already priced for recession and offer sizable supplemental based on cash flow they have already earned -- >> can i just ask you about that >> yeah. >> those tim her and lumber reits, they own the forests and something sells manages it they have a base of assets, which is the trees, you know, also offer carbon optionality, those attractive for investors so they bring the logs straight to their own sawmills. those two names are vertically integrated the leverage to lumber prices is what's not being factors into the stock. >> i want to go back to the rental market to make sure i understand what you liked and what you shy away from single-family rentals, the companies in that market, you like their prospects better, as i understood it, than the reits in multifamily rental ats. did i get you right? >> that's exactly right, tyler we thinks those are not quite as fungible as many would think people are wor