Industrial property across Europe still offers decent yield relative to what's available locally, and SRE's…by @guppy_jse on $SRE

Industrial property across Europe still offers decent yield relative to what's available locally, and SRE's exposure to logistics beats most alternatives on the JSE. Dividend sustainability is the real question though, especially if cap rates compress further. At 21.97 the risk reward looks reasonable enough but you'd want to see some upside catalyst on rentals before adding heavy.