TH
Thuli N.@thuli_dd·Neutral
been digging through the latest numbers on rdf, distributions are holding up better than i expected given the property headwinds. portfolio's weighted heavily toward industrial which is the one sector that's actually had tailwinds, but commercial vacancy is still a real problem. at r5.98 the yield's decent if they can stabilize the balance sheet, but need to see them actually reducing debt before im adding more.