The Impact of COVID on Commercial and Residential Real Estate

Jarrah: I interpret this actually as really positively because a, governments can enact activity quicker. And when we think about the types of businesses that we want to own going forward, it's really about making sure these businesses are aligned with what's happening on the policy front. We didn't spend a whole lot of our discussion today focusing on the impact of COVID on urban environments and commuters. But clearly there is an impact on both commercial and residential real estate from everything that's gone on here over the course of the past couple of years. The opportunity for private investment and infrastructure to complement what comes from the public sector looks like it's going to be fairly substantial over time.