ILF ing real estate community living group

internalisation = ilf will not be sold, page-5

  1. 350 Posts.
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    If you haven't read my link above to the review of results by II Funds Management then I encourage you to do so.

    Interesting commentary below the presentation. Assessment of value by Steve Johnson:

    "Post sale of US assets and internalisation, there should be at least 38 cents of NTA. A 25% discount is probably fair, so I'd expect it to trade just below 30 at roughly fair value."

    Very happy to let these ride.

 
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