Thanks for that figure. I wasn't aware of the exact splits...

Thanks for that figure. I wasn't aware of the exact splits between CPI and rent review increases. 46/54 is excellent.

I've never been a fan of discretionary retail stocks or REITs. There's no chance of CLW not being paid as rents increase. I'd even expect that if CPI increases are sharp and immediate, we may even see a net profit from inflation being higher than the cash rate, depending on the hedging of our finance. That 7.6¢ per share distribution could be 8¢ by December and push the yield higher. In uncertain times I don't mind having part of my portfolio in non-discretionary spend, tangible, real assets with rock solid tenants.

I thought CLW and CQE would have announced an operational update with updated NTA and 30/6 dividend information by now. Perhaps it will be tomorrow. It's usually 10-15 days before the June 30th and December 30th ex-distribution dates

I saw this recommendation from Money Matters on Thursday. Investors and potential investors of CLW will be interested: