Some might find this interesting. Concentrates on one REIT but a lot of numbers and trends of REITs in the US ….says industrial ones facing headwinds
https://seekingalpha.com/article/451...ve-price-lower
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Some might find this interesting. Concentrates on one REIT but a lot of numbers and trends of REITs in the US ….says industrial ones facing headwinds
https://seekingalpha.com/article/451...ve-price-lower
Winner(n) NZ industrials in Central North Land are by an large servicing NZ export industries and demand for NZ food exports likely to decrease?
These com props service the heart lands productive export sectors. NZ may find that its exports save the day for the whole economy yet again?
Going to be very interesting LEK to see where export commodities and future prices are for the next 12 months.
It’s once again good to know that our listed property companies have gearing ratios significantly lower than the average American listed REITs. Currently sitting at ~30% debt-to-assets, and all with average interest rates at significantly lower levels than the current market.
as you say LEK the NZ market is a very different animal to the US one.
Very true and also as the article mentions the big headwind facing industrial Reits in the USA is that Amazon had over-stocked and taken on more warehousing than it needed during Covid lockdowns and now needs to unwind all of that. So some of their factors are very market specific and don't apply here.
Do you guys subscribe to this
https://www.jll.nz/en/trends-and-ins...m_term=3204359
Winner(n) only interested in the occupation rates of ARG, GMT and maybe sometime in the future KPG....maybe