anyone else in this?, page-2

I m sure dixons will stick with it. The fee gouge is superb!
Revaluing properties less than a year after purchase looks a little too convenient to me. Prime ny property? Pretty much workers digs who have no wages leverage to speak of. Medium term if you mean 20 years and can see enough cap gains to outpace the fees.
The chances of the dollar returning to 80 cents are slim I reckon.
From my read of the books so far the fairly ordinary div is being funded from capital, not cash flow.
Not sure where you see the great yield.........
Franked divs from Telstra would be better.
Just my take, there are plenty of cashed up public servants rushing into it as far as I can see. Good luck to them but it leaves me dead cold.
No hedging policy in place.
The claim that more capital will give the model scale is fair enough I suppose but if you are looking for medium to long term investment, why not look closer to home at big aussieninfrastructure?
American and Canadian pension funds are piling in to things like FMG rail infrastructure. Are they buying into URF?

DYOR, my opinion only.
Allcynicism aside, plenty of Aussie corporates have had a shot at teaching the yanks how to suck eggs and ended up as plucked chickens.