Yes - and I think the pro-forma adjusted NAV per unit was in the October investor presentation at $1.72 (up 8.9% since 30.6.2017) and pro forma adjusted total assets were at $836.7m (up 42.4%).
("Pro forma numbers presented for adj total assets, adj NAV, gearing, proportion of debt hedged, number of properties and WALE. Pro forma includes adjustment for $149.5m equity raising announced 13 July 2018 for JBS and Comanche, and subsequently announced acquisitions of Cerberus, Mayneland and Dyamberin. Assets adjusted for the independent valuation of water entitlements which are recognised at the lower of cost or fair value on balance sheet.")
I also liked this graph on the same presentation.
Balanced Discussion of Risks, page-44
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