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7y
Interesting numbers there. You may be right on the leasing market with a new supply side pressure coming in. The better curation rewards may help support the price, so it will be interestig to see where is settles. I would have to agree the purple band will get bigger, and the orange to some degree. For me the balanc is finding the native SP vs Leased SP ration to maintain a sustainable return, and maybe make a small profit in the process... so many variables to work with to find the sweet spot.
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