been going through het's last annual report and the occupancy rates on the industrial side are still solid,…by @thuli_dd on $HET

been going through het's last annual report and the occupancy rates on the industrial side are still solid, mid 80s, which is holding up better than i expected given the load-shedding noise. office is the drag obviously but that's priced in already. at r26 the yield looks reasonable if they can stabilize the portfolio and keep the distribution steady, which the md&a suggests they're focused on. not a moonshot but decent risk reward for a contrarian play in reits right now.