A rent freeze adds a layer of stigma on NYC REITs, says Stephens' Matt Breese

And my next guest says those real estate headwinds could spill over into other sectors. Joining us now is Steven's analyst Matt Breeze. Matt, it's good to see you and where are you digging into.Yeah, thank you Kelly very much for having us. Yeah, so our coverage list is the Northeast and Mid-Atlantic banks, many of which play in the Metro New York City area, many of which not only deal with rent regulated multifamily. A lot of those buildings also have market rate multif family.And I think those are kind of ...