wdc, gpt or cer – which one ?, page-3

hfa not really property

gmg run a fair way already and from what i understand still a bit of risk of refinance

gpt may slowly be getting their act together after the board and ex management butchered the company - i am not aware what discount to nta they would now be trading at

wdc - in long term will probably be seen as cheap yet i still dont like the low capitalisation rate applied to many of its property valuations and if interest rates rise over time that could make a difference ( as it would with all of the property trusts i guess )

centro and valad i am not really up with

small ones- mix havent run as far and could be interesting and elsewhere mof might still be worth a look