TGP 2.50% 61.5¢ 360 capital group

It depends on rates, economy, market sentiment, time period & so...

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    It depends on rates, economy, market sentiment, time period & so on, but I think this is all currently bearishly priced in
    Any hint of lower rates, positivity on reits, $ less buying power realising value of real assets, return to office or anything else slightly bullish should bring it back toward NTA, that might take a while but it’s paying a decent yield for waiting
    I wouldn’t be surprised if TP buys it out in the meantime but doubt he’s going to do it at NAV
 
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Last trade - 16.10pm 30/05/2024 (20 minute delay) ?
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