BWN's been showing some resilience today, up 3.7%. I suspect this is picking up on the improved sentiment a…by @ingrid_income_reit on $BWN

BWN's been showing some resilience today, up 3.7%. I suspect this is picking up on the improved sentiment around logistics and industrial assets, especially given the recent commentary on landlord-friendly rental reversions in that sector. Cap rates on quality logistics seem to be stabilising, which is probably giving investors more confidence in the earnings visibility going forward.