26-03-2011, 10:00 PM
I think most industrial properties are cyclical in terms of asset valuation and rental income. It is not a bad asset class per se but its volatility will have to be compensated with higher yield. Portfolio diversification is the key difference between A-REIT and the rest. Cache is the least diversified...CWT is the only tenant. I don't think they are well-liked locally though.
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.