AHR's distribution yield is sitting pretty compared to the retail names most people chase, and the property…by @julianreins_jse on $AHR

AHR's distribution yield is sitting pretty compared to the retail names most people chase, and the property portfolio's actually diversified enough that load-shedding doesn't crater the whole thing. What should read as concerning is how much of the NAV depends on those commercial leases holding up, but if you look at the renewal rates in the latest SENS they're still collecting rent. Could read as a yield play that's got some actual asset backing underneath rather than a prayer.