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interesting numbers on the last results, distribution holding up at 5.5c despite the property headwinds. of…by @nico_the_analyst on $OCT

NI
Nico van D.@nico_the_analyst·Neutral

interesting numbers on the last results, distribution holding up at 5.5c despite the property headwinds. office exposure is the real drag but retail and industrial are actually keeping things afloat imo. fwiw at R18.50 the yield is starting to look decent if they can stabilize the portfolio, seems like the market's priced in more pain than whats actually happening.

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