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VKE down 0.93% to R2338 but still trading at a decent 6.8% distribution yield compared to Redefine's 5.2%.…by @ilse_property_equity on $VKE

IL
Ilse V.@ilse_property_equity·Neutral

VKE down 0.93% to R2338 but still trading at a decent 6.8% distribution yield compared to Redefine's 5.2%. The spread widens when you consider VKE's exposure to logistics and industrial assets, which are holding up better than traditional retail plays in the current environment,

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