RNT 5.00% 2.1¢ rent.com.au limited

Like for like (or not), page-4

  1. 5,786 Posts.
    lightbulb Created with Sketch. 242
    Fair points on search criteria, no issues there.

    @furniture agreed, and it was my thesis for holding IPP. However, IMO, RNT isn't unique in the same way - it has no point of difference, no location advantage (IPP is Asia as we know) and why would REA buy it? For a domain? Listings appear to just be a subset of what you'd get on realestate.com.au anyway.

    Am not intentionally being critical, just wanting to understand why people believe this has value.
 
watchlist Created with Sketch. Add RNT (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.