Rental & Finance Stock Picks: CSGP, BAM

<p>"The Federal Reserve continues to be on a warpath and our playbook right now is to remain defensive. One of the names we like is Costar Group (CSGP) as we are starting to see apartment rental velocity accelerate as consumers seek out better value deals. Also, the number of units under construction is at an all-time high. Also, Brookfield Asset Management (BAM) has a countercyclical nature of their business as demonstrated by deploying dry powder which generated 18% in growth," says Bryan Lee.</p>