<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>Camden Property Trust</issuerName>
    <cusip>133131102</cusip>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Approval, by an advisory vote, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>29509.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>29509.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Century Communities, Inc.</issuerName>
    <cusip>156504300</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>27787.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>27787.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Compass, Inc.</issuerName>
    <cusip>20464U100</cusip>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve 2025 Named Executive Officer Compensation (&quot;Say-on-Pay Vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>448067.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>448067.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Dynex Capital, Inc.</issuerName>
    <cusip>26817Q886</cusip>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>329052.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>329052.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Essent Group Ltd.</issuerName>
    <cusip>G3198U102</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Provide a non-binding, advisory vote on our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>49266.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>49266.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>M/I Homes, Inc.</issuerName>
    <cusip>55305B101</cusip>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>41118.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>41118.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MFA Financial, Inc.</issuerName>
    <cusip>55272X607</cusip>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Approval of the advisory (non-binding) resolution to approve the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>355911.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>355911.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Mid-America Apartment Communities, Inc.</issuerName>
    <cusip>59522J103</cusip>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>13854.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>13854.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Oportun Financial Corporation</issuerName>
    <cusip>68376D104</cusip>
    <meetingDate>07/18/2025</meetingDate>
    <voteDescription>To Approve, On A Non-Binding Advisory Basis, Oportun S Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <otherVoteDescription>Contested Meeting - Management Agenda</otherVoteDescription>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>139172.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>139172.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Oportun Financial Corporation</issuerName>
    <cusip>68376D104</cusip>
    <meetingDate>07/18/2025</meetingDate>
    <voteDescription>The Company S Proposal To Approve, By A Non-Binding Advisory Vote, The Compensation Of The Company S Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <otherVoteDescription>Contested Meeting - Dissident Agenda</otherVoteDescription>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>139172.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>TAKE NO ACTION</howVoted>
        <sharesVoted>139172.0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Owens Corning</issuerName>
    <cusip>690742101</cusip>
    <meetingDate>04/14/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14352.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>14352.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PennyMac Financial Services, Inc.</issuerName>
    <cusip>70932M107</cusip>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>To approve, by non-binding vote, our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>53932.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>53932.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Rithm Capital Corp.</issuerName>
    <cusip>64828T201</cusip>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>243729.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>AGAINST</howVoted>
        <sharesVoted>243729.0</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Somnigroup International Inc.</issuerName>
    <cusip>88023U101</cusip>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>12162.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>AGAINST</howVoted>
        <sharesVoted>12162.0</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Taylor Morrison Home Corporation</issuerName>
    <cusip>87724P106</cusip>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>47989.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>47989.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Taylor Morrison Home Corporation</issuerName>
    <cusip>87724P106</cusip>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory vote on the frequency of future advisory votes to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>47989.0</sharesVoted>
    <sharesOnLoan>0.0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 YEAR</howVoted>
        <sharesVoted>47989.0</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
