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RDF sitting at R6.11, yields are still decent but the property cycle is brutal right now. Need to see some…by @scandi_jse64 on $RDF

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Scandi64@scandi_jse64·Neutral

RDF sitting at R6.11, yields are still decent but the property cycle is brutal right now. Need to see some actual rental growth and maybe offload some of the dodgy assets. Once they get a big institutional anchor tenant, whole thing rerates. Let's get a contract, once the deals start, then it will run, simple as that.

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