The Risks of Vichy in a Recession

Vichy could get dinged from a recession and if they would get back down towards 20 again I think that it becomes kind of a no-brainer so if it took a 30% digger I think that you have to own it. Vichi has a sweet spot here the risk for Vichi is they get too aggressive and they focus on growth at all costs which you know boards are prone to do. There's not a lot of growth left in Vegas there's just no more land so you're going to see growth in Vegas slow for sure. They're one of two REITs that I'm really excited to watch and see how they execute  in other parts of the