Upside accelerator is increase in portfolio valuations.
Expectation was for better quality industrial assets to improve this year followed by mid-tier next year. I'm thinking that timeline's slightly ahead of schedule.
Widens the gap between assets and liabilities a bit quicker than currency benefit, which is equal in application.
I'm thinking 23-25 cents is not out of the question by the end of the year if discount to NTA gap closes in similar fashion to other REITS.
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aud down, great for mix, page-14
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