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