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so let's get one on inflation and ets 5.601 Jump to 1.599
that throws off a four percent yield now 5.6 Jump to 15.839
    PERCENT four percent
and why a triple net lease first of what 5.121 Jump to 21.439
    ORDINAL first
you know 12 to 15 percent annualized 3.599 Jump to 46.48
    PERCENT 12 to 15 percent
returns and dividend growth of four to 2.881 Jump to 48.399
    CARDINAL four
five percent 3.12 Jump to 50.079
    PERCENT five percent
rates sub two percent and not many 4.081 Jump to 53.199
    PERCENT two percent
all 25 of these names and the index that 4.0 Jump to 67.68
    CARDINAL 25
highlighted 25 names that all do the 4.721 Jump to 74.479
    CARDINAL 25
ebitda and so all 25 of these companies 5.36 Jump to 100.079
    CARDINAL 25
day these are 25 equity companies 4.96 Jump to 148.48
    CARDINAL 25
an average of 12 years but they also 3.601 Jump to 157.599
    DATE 12 years
two percent kevin mentioned earlier 3.679 Jump to 161.2
    PERCENT two percent
that have eight to nine percent returns 4.0 Jump to 164.879
    PERCENT eight to nine percent
holdings of these 25 companies these 4.64 Jump to 168.879
    CARDINAL 25
7-eleven for cap rates somewhere between 4.319 Jump to 176.64
    DATE 7-eleven
you know four and seven percent was 3.36 Jump to 179.12
somewhere between one and two percent of 3.28 Jump to 180.959
    CARDINAL between one and two percent
10 billion dollar portfolio today it's 3.679 Jump to 190.64
    MONEY 10 billion dollar
    DATE today
to the to the tenant at this point four 4.0 Jump to 276.4
    CARDINAL four
beyond close 200 stores very desirable 4.959 Jump to 293.52
    CARDINAL 200
four hours to the people in these dense 4.081 Jump to 309.759
    TIME four hours
closing of the store was five and a half 5.6 Jump to 321.68
    DATE five and a half
maybe six percent it might gap up to 4.8 Jump to 324.32
    PERCENT six percent
maybe six and a half seven percent 3.759 Jump to 327.28
    DATE six and a half seven percent
go right back down to a four and a half 3.44 Jump to 335.68
    DATE four and a half
you know 1200 square foot strip malls 5.44 Jump to 347.199
31 of our operating 4.64 Jump to 356.72
    CARDINAL 31
estate probably 15 or 17 years 4.88 Jump to 400.96
    DATE 15 or 17 years
historically has been less than 50 3.041 Jump to 424.639
    CARDINAL less than 50
scenario your recoveries can push 70 80 4.72 Jump to 427.68
    CARDINAL 70 80
value trading with dividends around one 4.16 Jump to 436.08
two percent you know there's going to be 3.921 Jump to 438.479
    PERCENT two percent
first and only of its kind and it shines 4.32 Jump to 450.08
    ORDINAL first
is gone um but in an 80 20 portfolio you 4.879 Jump to 458.72
    CARDINAL 80 20
uh to uh owning bonds it seems four 4.641 Jump to 473.759
    CARDINAL four
asset classes and with with the four 4.56 Jump to 500.56
    CARDINAL four
yeah uh and alexi just one final point 5.28 Jump to 526.88
    CARDINAL one
year one of the big sectors uh they're 4.32 Jump to 532.16
    CARDINAL one
you're not buying you know 200 billion 3.52 Jump to 546.56
    MONEY 200 billion
were built over the last 20 years and 5.12 Jump to 553.6
    DATE the last 20 years
five or six back to seven or eight where 3.2 Jump to 570.8
    CARDINAL five or six
    CARDINAL seven
one thing that's really important about 3.68 Jump to 575.839
    CARDINAL one
dividend payout ratios of about 80 3.681 Jump to 579.519
    CARDINAL about 80