In short: #18, yield 5.1%. "A French real estate company specializing in the development and leasing of premium logistics warehouses (the backbone of e-commerce)." Three lines: European online-shopping growth driving demand for "high-spec, modern warehouses"; "a very attractive yield with a conservative payout ratio" — the only payout-ratio comment in the whole list, and it is qualitative; and inflation protection, since "most of their leases include indexation clauses, meaning rents rise automatically with inflation."
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