CLW 2.05% $4.07 charter hall long wale reit

target price $3.99, page-16

  1. 1,233 Posts.
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    never a big fan of reits either

    but having owned commercial properties, I know it can be an excellent cash flow investment if you can find a blue chip tenant on long wale..

    clw fits into that category……. It’s already pricing in for nta drop and rate increases…. Otherwise what can justify a 30% discount ?
 
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