Another great year for local Reits
Update: 2025-12-19
Description
Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked opportunity and borrowers benefited from easing rates and stronger earnings.
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