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Is There Much Upside to Yields From This?
I think we're getting close to the top of the mountain. I've learned a long time ago that humility is a really important part of the investment process. The people that are having wage gains and growth of jobs are in places like education, health care, leisure and hospitality. Those are the people being impacted by higher levels of inflation. It affects rents and energy costs, food costs, et cetera.