Property Stocks Down Under 2 November 2022: Arena REIT (ASX:ARF)

Arena REIT: Deserving of its premium

Arena REIT (ASX:ARF) has been consistently trading at a premium to its NTA, even in recent months with the slowdown in the property market. We think there is good reason for this. Arena REIT’s portfolio is skewed towards childcare assets, which are attractive assets due to their very long leases, the typically high underlying land value intrinsic to this sector and the fact that this sector is heavily subsidised. And unlike many of its peers, this REIT has positioned itself well to handle rising inflation and interest rates.

Click here to read the previous edition of Property Stocks Down Under published 26 October 2022.

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