In short: Hoya's housing ETF — "we're a little biased … we definitely own" Invitation Homes; the thesis is the housing-scarcity story (supply/demand, elevated mortgage rates).
19:08We have a housing ETF, HOMZ, so we definitely own the name. There is a housing scarcity issue that's out there. Supply demand, elevated mortgage rates, all we know the stories that are out there. Invitation Homes is one of those solutions to bring home affordability out there. They are the largest, the leading scaled single family rental platform.
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