Primer: Australian Unity Office Fund (AOF AU) - Aug 2026
Fund Delisted and Wound Up: Australian Unity Office Fund (AOF) was officially removed from the Australian Securities Exchange (ASX) on June 9,...
97 Views
Forsyth Barr Technology Digest Edition 16—Muse-ing on Markets
The September 2026 quarter was mixed for NZX-listed technology. On balance, the NZX IT Index finished the quarter broadly flat. We remain...
90 Views
Abacus Property (ABP AU): Abacus Storage King De-Stapling to Unlock Value
A key logic of the de-stapling is the potential unlocking of the large, implied discount to NTA in the commercial portfolio. Our SoTP valuation is...
631 Views
National Storage REIT Placement - Past Deals Have Done Well but Stock Looks Toppish
National Storage REIT (NSR AU) (NSREIT) aims to raise around US$200m (A$300m) via an institutional placement. In this note, we run the deal through...
550 Views
Australia REITs: Asset Deflation Bear Market
The asset deflation bear market in FY22 has improved the overall REIT valuation. A basket of REITs is currently at 0.8x, versus the five-year...
645 Views