Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300 A-REIT Index was down 35% in March before recovering 20% in the June quarter as restrictions were eased. The majority of the volatility was driven by discretionary retail landlords, which dominate the Index and are now trading at 40%-50% discount to NTAs.

Read more: https://bit.ly/2WJfEny