Q: The monthly cost of owning a home in the US is now apparently 40% more than renting. Can you comment on your view as to whether this fact sets up a buying opportunity for companies that provide rental properties in the US. Can you also suggest a few such companies to consider and provide your best pick therefrom. Finally for each suggestion could you indicate whether their residential focus is single family or multiple and which one you believe has the most upside ahead. Many thanks.

Q: hi folks

which US home builder has the best balance sheet and which would be your 1 or 2 recommenced choices at this time?

thanks

Q: I can not find much information on this company, can you please share your insights and analysis please, thanks. Also now that Tricon was acquired by blackstone, what alternative to Tricon can you suggest please, thanks.