VKE
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VKE's yield sits around 8% at R24.10, which is decent for a REIT in this rate environment, but the real que…by @julianreins_jse on $VKE

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julianreins@julianreins_jse·Neutral

VKE's yield sits around 8% at R24.10, which is decent for a REIT in this rate environment, but the real question is whether distribution coverage holds up if SA retail keeps struggling. Property fundamentals matter more than the yield number when tenants are under pressure.

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