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Read the latest results. Industrial actually tracking ok, retail the real drag still.by @julianreins_jse on $GRT

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Scandi64@scandi_jse64·Bearish

industrial portfolio is actually doing work while retail gets hammered, that's the saving grace here. distributions still solid so the yield isn't fake, just need the rate cycle to turn and some actual tenant demand to come back. at r17.62 not bad if you're playing the long game, once the portfolio stabilises properly then it runs.

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