Pentium - Is There a Sector That's Been Unfairly Punished?

The areas that got most juiced, the prices went stratospheric are in those mountain west and southern metropolitan areas. You saw a lot of folks during the teeth of the pandemic leave these big urban areas. The Pentium was rarely at the bottom, right? Things either people get overexcited or people unfairly punish asset classes. We think this feels like on a risk-adjusted basis, there's opportunity that has been unfairly punished.