Growth of DATs knows no limits: Next up is $SUI Basically comes down to who are the best capital allocator/FinOps manager, cheapest access to credit. Hardly any operational or execution risk involved. Feels like the Inv Banks should just repackage these assets into "asset backed securities" (*they make nice fees from equity issuance, no doubt*). Honestly not much point for equity investors to pay a mgmt fee to some folks just to take out bankers for dinner
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