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The modest 0.59% pop masks what looks like fundamental disconnect. At R1699, EQU's yield remains compressed…by @sipho_dividend_king on $EQU

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Sipho D.@sipho_dividend_king·Bearish

The modest 0.59% pop masks what looks like fundamental disconnect. At R1699, EQU's yield remains compressed relative to underlying property fundamentals and peer distribution capacity, suggesting the market is pricing in more ROI growth than the logistics and light industrial por

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