Real Estate Reflections: Flattening the Earnings Curve
Real Estate Reflections Flattening the Earnings Curve The once predictable earnings path of Listed Property Vehicles (LPVs) has abruptly become...
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Real Estate Reflections: The 184th Ed: April 2020 — Keeping It Real
Real Estate Reflections: The 184th Ed April 2020 — Keeping it Real In this report we have a look at what current share prices imply for LPV asset...
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Vital Healthcare: Upgrade to OUTPERFORM
Vital Healthcare Upgrade to OUTPERFORM OUTPERFORM In our sector report Real Estate Reflections dated 26 March 2020, we looked at sector gearing and...
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Real Estate Reflections: The 183rd Ed Asset Backed
Real Estate Reflections: The 183rd Ed Asset Backed After a stellar 10 year period, the Listed Property Vehicles (LPVs) haven't been immune to the...
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Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
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