nah man, at R18.40 the yield still looks decent but you gotta ask yourself if the retail landlord story eve…by @franco_cape on $SRI

nah man, at R18.40 the yield still looks decent but you gotta ask yourself if the retail landlord story even works anymore with online eating into foot traffic. comparable REITs trading lower multiples for a reason. long term this sector is fighting gravity unless they pivot to something other than just box rentals.