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Agree. Currently ~96% of total rental income comes from VEA. How...

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  1. 998 Posts.
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    Agree. Currently ~96% of total rental income comes from VEA. How VEA intends to manage the Coles Express business going foward is unknown.
    The market is very positive from a VEA perpsective, however the fundamentals tell a different story. These statistics from Coles Fy22 presentation:

    https://hotcopper.com.au/data/attachments/4695/4695789-354a3ab7a9e2cae2600e745f35e6dfd4.jpg
 
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