so long and thanks for all the fish, page-23

Yes, as per prior post, according to Investsmart, brokers turned maximum bearish on 4th march with the highest ever sell weighting - 6 sell recommendations when the SP was 6.5c.

Now we are almost 100% up from that point of maximum broker bearishness.

Same story with MCW. Brokers turned maximum bearish on 26th feb with 3 sells, 4 holds when the SP was 10.5c, now MCW is 17.5c up around 66%.

So you cant do what the brokers tell you to do imo. You have to do what you think the market is telling you to do.

Despite risk of covenant breach and death by banks, IIF still might represent the best value industrial REIT on the ASX. If they can get past the jailer on the covenants and survive long term, it could be one of the best long term industrial REIT investments that can be made due to large asset valuation and NTA discount compared to many other industrial REIT's.

It isnt one of my biggest holdings - IOF and MCW are. But it is my biggest I-REIT holding.