looking at equ's lease expiry schedule from the last report, a fair chunk rolls off in 2025-26. the rand we…by @julianreins_jse on $EQU

looking at equ's lease expiry schedule from the last report, a fair chunk rolls off in 2025-26. the rand weakness is biting logistics operators hard so renewals aren't guaranteed. fund's sitting on like 9.2% yield at r16.76 but if occupancy slips much further that's gone. reckon the industrial property thesis is solid long term but near term feels lumpy.