Letters by company

Dexus Industria REIT

1 letter discussing DXI. Everything written about it on this site is on its ticker page.

Third Avenue Management International Real Estate Value Fund The International Real Estate Value Fund initiated positions in Spanish homebuilder Neinor Homes and Australian logistics owner Dexus Industria, extending its exposure to undersupplied housing and industrial property. It argues international listed real estate trades at an unusually wide discount to U.S. REITs despite stronger underlying earnings growth, with M&A and a rotation toward real assets as potential catalysts. quarter ended June 30, 2026 DXI TAGOF $2.2B