MM thoughts on AREIT sector

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Question asked 31/01/2021

MM thoughts on AREIT sector

“Hi James, Could you please comment on the AREIT sector in general and the following in particular: ADI, DXS, GOZ, GPT, MGR and VCX.” – Regards Stuart C.

Answer

Morning Stuart,

As we mentioned earlier we believe the macro economic environment looming on the horizon is going to be tough for the REIT’s, we are neutral for now but anticipate underperformance once longer dated bond yields break some psychological levels on the upside.

MM is neutral the REIT’s Sector

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ASX200 REIT’s Index Chart

LAST UPDATED 25/01/2021 16:20

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