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Investment Idea: Property Sector

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Investment Idea: Property Sector

  • COVID-19 has accelerated the long-overdue impairments and the disintegration of the relationship between property fundamentals and the premium placed on the counters.
  • As a result, the sector P/NAV is trading at an approximate 50% discount.
  • The market has particularly placed higher discounts on counters with weak balance sheets.
  • However, some companies have held up during this crisis, particularly Equites Property Fund, Sirius Real Estate and Stor-Age Property REIT.
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