GOZ was the sectors 3rd best performer yesterday gaining +2.5%, this real estate investment trust focuses on industrial and office properties within its over $4bn portfolio. The stocks more than 5% unfranked yield is clearly attractive in todays environment while real estate markets remain buoyant. Similar to URW we see around 10% upside from current levels.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Tuesday 3rd June – ASX +29pts, IEL, 360, TWE
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Gerrish: The correction is done, we’re positioning for what comes next
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Tuesday 3rd June – Dow up +35pts, SPI up +69pts
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MM likes GOZ for a test of $4
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