10.50% - Stick or Twist?

  • Bull is due to have his annual performance review and is concerned that he may have overstepped the mark on occasions during the year. Bear certainly thinks so.

  • On reflection though, Bull stands his ground and re-asserts his view that now is a great buying opportunity for cash buyers.

  • Bear is anxious to trim back their total return forecast for 2025, but Bull sticks to his guns with an aggressive …10.50% on the back of a decent starting income return, some respectable rental growth and a little bit of yield compression.

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