Quote Originally Posted by Rawz View Post
Market is supposed to be forward looking no? Would have thought step 2 already priced in.

I gave up on my KPG holdings a month or so back. Like W69 says it is apparent the discount is here to stay. I also realized I had more risk appetite and decided to gain property exposure through OCA and am thinking of adding SKC and AIA. I like the idea of investing in companies with large property holdings but also have a business generating cash (casino's, airport).
but KPG is generating significant cashflow at present, whereas casinos and airports aren’t….?