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So we've been under-supplying for 10 years, and then you get to this COVID-induced pinch

where people aren't moving nor is anyone listing their homes.

In a market that was already supply constrained, and it just kind of created the perfect storm

for our vantage point.

Welcome to the Baron Streetwise Podcast.

I'm Jack Howe.

The voice you just heard is Dallas Tanner.

He's the CEO of Invitation Homes.

That's the largest US owner of single family rental houses.

You've probably heard that house prices have soared over the past year.

So have prices for REITs or real estate investment trusts,

which collect rents and past them onto shareholders' dividends.

In a moment, we'll hear from both Dallas and a top REIT analyst about what home buyers,

home sellers, and income investors should make of the property market in the year ahead.

Listening in is our audio producer, Jackson. Hi, Jackson.

Hi, Jack.

I know you're not a New Yorker, but if I mention an unorthodox New York politician named

Jimmy McMillan, does that ring any bells?

...