I think one thing needs to be made clear. These investments were going to fall during a period of market decline and economic recession, the leverage to the economic cycle, and the market cycle. That means that if demand for that area falls, the prices are going to fall. If the revenue the company depends upon to provide its distributions falls, its distributions will fall and its cash will fall.
These companies are highly leveraged to the market and the economic cycle. The types of declines we saw in October are the types of declines that we would have seen in a market correction or in a recession, and possibly more.