Real Estate Reflections - From One Cycle to the Next
While the property sector continues to trade at compressed spreads to long-bond yields, it is trading on wider yields than some defensive peers and...
555 Views
Vital Healthcare - The Ins and Outs of DLTs
Vital Healthcare (VHP) has announced a proposal to restructure as a Dual Listed Trust (DLT). This attempts to address some of VHP's key...
317 Views
Real Estate Reflections - Fast Track to Reporting Season
Our preferred LPVs are hospital landlord Vital Healthcare (VHP) and premium office owner PCT. We are also OUTPERFORM rated on Asset Plus (APL)...
368 Views
Real Estate Reflections - Snakes and Ladders
Following a historically strong two months in July and August, the NZ listed property vehicles (LPVs) gave back some of their gains in September.
363 Views
Real Estate Reflections - Road to Recovery
August was another strong month for listed property vehicles (LPV) as the RBNZ cut the official cash rate mid-month. Over the last two months the...
445 Views