Charter Hall/CHC/DXS/CNI

A note about Charter Hall, tagging in Dexus and the other CRE capital market related companies.

Some comments from the Q&A call, last week, worth noting.

On office, things are perhaps a bit better than expected.

That investor sentiment is slowly changing, from assuming further falls in prices to assuming they might not…

The next section, from the CFO, Sean, is long, but again provides supporting comments about transaction numbers increasing, from a market that was “on pause” previously, and that it is reasonably widespread. Lastly, those final points about the start of a different cycle are well taken.

All of the above is by no means a slam dunk. The company is obviously keen to reassure investors that capital market activity (vital for businesses like LLC, DXS, CHC, and Centuria) is either coming back or set to come back.

But it well taken, nonetheless.

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