New Zealand Professional Investment Services Firm

Forsyth Barr

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

New Zealand Professional Investment Services Firm, Forsyth Barr

Equity Bottom-Up

<ul><li>Investore (IPL) has sold Woolworths Mount Roskill at a +11% premium to book value.</li><li>The transaction provides valuation support for IPL's portfolio (its Auckland assets, in particular, which represent 35% of value) and reduces gearing. </li><li>IPL is exploring options to recycle the capital into assets with better rental growth but given its balance sheet remains relatively full even after this transaction, further asset sales, even higher debt levels, and/or additional equity may be required. </li></ul>

Investore (IPL) has sold Woolworths Mount Roskill at a +11% premium to book value.The transaction provides valuation support for IPL's portfolio (its Auckland assets, in particular, which represent 35% of value) and reduces gearing. IPL is exploring options to recycle the capital into assets with better rental growth but given its balance sheet remains relatively full even after this transaction, further asset sales, even higher debt levels, and/or additional equity may be required. 

Investore - Not Your Average Everyday Discount

Investore Property

Investore - Not Your Average Everyday Discount