Consolidator in the space, high barriers to entry (hard to get new parks built), often own marinas or RV parks and adjacent lands, rents are rising, growth trajectory good, interest rates near record lows, and rents are very high and rising). Less competition in this area too. lots of small operators, makes it a good environment to make accretive deals at lower prices. Small but gradual predictable growth, makes for nice upside, then with scale, they can raise the payout/yield.