Arena REIT Ticks Defensive Boxes in Uncertain Times -- Market Talk

Dow Jones05:26

2126 GMT - Australian property companies with conservative balance sheets, well-positioned hedge books and inflation-protected income streams should be rewarded in the current environment, says Jefferies. Arena REIT ticks all 3 of these boxes, analyst Andrew Dodds says. "Gearing of 23% is one of the lowest across the A-REIT sector and hedging of 93% (at a low fixed rate of 2.7%) limits downside risk to future earnings growth," Jefferies says. Also, Arena REIT has 88% of income linked to the Consumer Price Index, which is set to benefit in a higher inflation environment. Jefferies retains a buy call and A$3.86/share price target on Arena REIT, which ended Tuesday at A$3.27. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 31, 2026 17:26 ET (21:26 GMT)

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Also, Arena REIT has 88% of income linked to the Consumer Price Index, which is set to benefit in a higher inflation environment. Jefferies retains a buy call and A$3.86/share price target on Arena REIT, which ended Tuesday at A$3.27. 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Arena REIT ticks all 3 of these boxes, analyst Andrew Dodds says. \"Gearing of 23% is one of the lowest across the <a href=\"https://laohu8.com/S/A17U.SI\">A-REIT</a> sector and hedging of 93% (at a low fixed rate of 2.7%) limits downside risk to future earnings growth,\" Jefferies says. Also, Arena REIT has 88% of income linked to the Consumer Price Index, which is set to benefit in a higher inflation environment. Jefferies retains a buy call and A$3.86/share price target on Arena REIT, which ended Tuesday at A$3.27. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 31, 2026 17:26 ET (21:26 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"REIT","symbol_name":"ALPS Active REIT ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2624655581","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624655581","pubTimestamp":1774992360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2126 GMT - Australian property companies with conservative balance sheets, well-positioned hedge books and inflation-protected income streams should be rewarded in the current environment, says Jefferies. 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