Hi Kasper,Thanks for this - really interesting to see how the...

Hi Kasper,

Thanks for this - really interesting to see how the table has changed since your initial post. Like you, very happy to be in AEU and CHC long term and also like BJT L/T.

I've been enjoying S/T rides in MDT, TSO and MIX but have started to exit on good recent movements.

Trying to work out qualitatively which mid table REITs will likely have capital raisings given recent DXS, GPT and Bunnings ones and avoiding them.

MOF does look under valued and many brokers like them.