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NRP down a quarter percent today, which is precisely the kind of noise you get in a counters trading near fair value. Compare this to Sardar Estates trading at significant premiums to NAV, and you start to see why NRP's discount to replacement cost has historically offered better
NRP dropped 0.48% today to R14339, but I'm trying to understand if this is just normal movement or if something changed with the property portfolio. Can someone explain how to check if a REIT like this is actually making money from its buildings?
NRP's -0.50% today sits within normal noise, but I'm more interested in the underlying: has anyone run DCF assumptions on their European logistics exposure versus the office drag? The embedded value per share keeps getting obscured by currency movements, yet that's exactly where
Fundamentals on NEPI Rockcastle plc (NRP) still intact. The macro noise is creating an opportunity.
NRP creeping up 0.64% today but still down 30% from 2021 highs. Are we finally pricing in the retail recovery or is this just dead cat bounce territory?
NRP at R14202 holding steady today while Vukile's been getting smashed on rates anxiety. The property trusts are diverging on who's actually got the balance sheet to weather this.
NRP at R14k is still wrestling with that retail property headwind, but if they can stabilize their European portfolio and actually deliver on the distribution recovery they've been promising, there's a decent rerating waiting. Question is whether they've got enough runway before