Hello TRS,

That is encouraging to hear they have historically achieved good prices on property sales. I have zero evidence that they are struggling to sell properties. I was highlighting the risk to myself that low occupancy could lead to discounts on sales. That’s just a hunch rather than a prediction. You are correct to call me out for making statements in a public forum on subjects I am not well informed about. Welcome to the internet. On a positive note it helped surface some new information which I will verify.

I would also add that the vast majority of Unite’s properties are performing extremely well. So even if they did have any issues getting book value for disposals, it wouldn’t have a dramatic effect to an extent that would effect the big picture.

I like the investment at these prices a lot but personally need to do a lot more work. For example, I plan to attempt to develop a list of properties along side book value, university, university rankings on the different league tables and track changes in those measures. There is certainly a well of important information available publicly.

Best wishes

EVBigMacMeal

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