- Following the divestment of Maxima at a 32% premium above valuation, Stoneweg Europe Stapled Trust ’s portfolio now has a 58.7% exposure to logistics, light industrial, and data centre assets, nearing its 60% target allocation to capitalise on structural trends such as rising e-commerce penetration and the nearshoring of supply chains. Its data centre exposure through AiOnX provides potential for long-term NAV upside.
Company Background
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Investment Merits/Outlook
Strong operating performance with robust leasing activity.
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