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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Real Estate Reflections - A Challenging Start to the Year
Listed property vehicles (LPVs) that reported in February came broadly in-line with expectations, with higher corporate costs and lower net...
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ECM Weekly (4th Mar 2024) - Tokyo Metro, Mixue, Xtalpi, Bharat InvIT, Renesas, ITC/BAT, Precinct
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Real Estate Reflections - Five Themes for the Year Ahead
After a strong first-half of the year, proposed tax changes and higher long bond rates derailed the sector, before a drop in bond rates in the...
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Real Estate Reflections - On the Interest Rate Roller Coaster
1H24 results were generally uneventful, with the major surprise being Investore (IPL) cutting its dividend ahead of the tax changes next year.
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