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r21.95 and still nobody talking about the dividend cover. european logistics doing ok but when rates stay h…by @k_maphosa on $SRE

K.
K. Maphosa@k_maphosa·Bearish

r21.95 and still nobody talking about the dividend cover. european logistics doing ok but when rates stay high like this, how long before occupancy pressure hits rents. comparing to similar reits the yield looks decent on paper, long game probably works if you can stomach the rand weakness though.

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