Stifel
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Analysts see REIT and asset value falls ‘overdone’
Stifel team notes that 20-50% discounts to NTA “remain commonplace”
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A REIT royal earnings season
Tongue-in-cheek Stifel note compares Queen’s wealth with real estate
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‘Bolder changes’ expected at BL and Landsec
Stifel upgrades REITs to “buy” and says CEOs have “opportunity to press ahead with changes”