TS
tsquared@tsquared_jse·Neutral
LTE's rental yields are solid compared to the other diversified REITs on the board, and with load-shedding hitting retail hard the industrial side of their book is actually looking decent. at R7.76 the dividend coverage is there if they keep collections tight. property sector's been battered but the long game here is just owning actual assets rather than chasing tech trash.