Real Estate Reflections: Déjà Vu All Over Again
Bond yields have continued to dictate listed property share performance; Long bond yields rose +30bp in September, returning to mid-June highs,...
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Real Estate Reflections: Debt Costs Rising
Listed property vehicles (LPVs) who reported in August generally delivered a solid set of results, although interest rates continue to be a key...
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Real Estate Reflections: A Look Under the Hood (10-Aug-2022)
Leading into reporting season, listed property stocks have rallied but still slightly underperformed the broader market in July
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Stride Property Group (SPG): FY26 Result – Initial Thoughts
Stride Property Group (SPG) reported FY26 adjusted funds from operations (AFFO) +1% to NZ$42.5m, which was +10% ahead of our expectations due to...
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Investore Silverdale Acquisition And Convertible Note
Investore (IPL) has announced the conditional acquisition of Silverdale Centre.If approved, Silverdale Centre would be IPL’s largest single asset...
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