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logistics reits getting hammered but ffb's got actual tenants paying rent, not just vaporware, problem is t…by @swordfish_sa on $FFB

SW
swordfish@swordfish_sa·Bearish

logistics reits getting hammered but ffb's got actual tenants paying rent, not just vaporware, problem is the yield's not fat enough to justify sitting through another round of rate cuts or load shedding killing retail footfall, catch the express train when it bounces off r25 or stay parked elsewhere

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