MOF 1.75% 28.0¢ macquarie office trust

announcement: great story: where are the holes, page-9

  1. 3,062 Posts.
    seemed a good story,selective selling debt reduction is underway,and valuation is above my calculation of 57c,govts the world over are fearfull of a collapse in the reit sector,
    afterall the bulk of the value is human labour and materials,
    the land component a small part of the story in the current climate.
    bar a big sp hike i might even retain these for the longterm,
    macq have been up front before regarding risk especially o/s,
    will be very happy with a strong focus on aus assets.

    currently holding at 15.5
 
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