URW was the markets best performing real estate stock yesterday rallying almost 4% in what was a very strong day for most of its peers. The markets giving the thumbs up to the companies intention to leave the US by the end of 2022 reducing debt to become a European focused business – an asset fire sale of ~$5bn. We see another ~10% upside in the stock from current levels.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Vaneck FTSE Global Infrastructure ETF (IFRA)
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Gerrish: The correction is done, we’re positioning for what comes next
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Friday 6th June – Dow off -108pts, SPI down -13pts
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Friday 6th June – Dow off -108pts, SPI down -13pts
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