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Dec 12 2024, 07:00 GMT
Private rented sector (PRS) yields in Ireland look to have stabilised and are at an attractive level in a European context. IRES has absorbed the yield shift as well as a major rotation in its share register, and there is the potential for policy tailwinds. These positive factors have not yet been priced into the stock. We see a big opportunity.
Dec 12 2024, 07:00 GMT