Real Estate Reflections -Another Tough Month
The listed property sector continues to struggle. Sticky inflation is pushing out expectations for interest rate relief and the softer economic...
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Vital Healthcare - Solid Vital Signs, up to OUTPERFORM
VHP's share price has declined -18% over the last two months, reflecting: (1) higher short-term Australian interest rates (75% of VHP's assets are...
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Real Estate Reflections - Looking for a Silver Lining
The listed property vehicle (LPV) sector has had a difficult first five months of the year, materially underperforming the broader market.
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Real Estate Reflections - Taxing Times
April was a tough month for listed property vehicles (LPVs) as sticky inflation once again sent interest rates higher. The NZ 10 year swap rate is...
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Real Estate Reflections - Marching Back Lost Ground
Two property companies with a March balance date have released year end valuations that suggest flat values over 2H24, which we view as a little...
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