Real Estate Reflections: Cap Rates Capped Out?
Real Estate ReflectionsCap Rates Capped Out? The listed property vehicle (LPV) sector reported a solid set of results for the 1H22 period. Six...
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Argosy: 1H22 Result — Plain Sailing
Argosy1H22 Result — Plain Sailing NEUTRAL Argosy (ARG) delivered a solid 1H22 result with AFFO of NZ$25.5m, ahead of expectations due to lower...
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Argosy (ARG): 1H22 Result – Initial Thoughts
Argosy (ARG)1H22 Result – Initial thoughts Argosy (ARG) has delivered a solid 1H22 result, with AFFO of NZ$25.6m which was +17% ahead of our...
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Real Estate Reflections: Back to the Future
Real Estate ReflectionsBack to the Future A lift in long-bond yields was a key driver of the listed property vehicles (LPVs ) underperforming the...
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Real Estate Reflections: The Return of Rent Relief
Real Estate ReflectionsThe Return of Rent Relief The listed property vehicles (LPVs) had another solid month in August, up +4.3% over the month....
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