John Andersonn

BUY Goodman Group (GMG)

MG)

With over $5 billion of precommitted work in progress and exposure to a rapidlygrowing warehouse industry, we view Goodman as a core portfolio holding.

Growthpoint Properties (GOZ)

Growthpoint own a quality portfolio of industrial and office assets. A strong management team and a great income play.

HOLD Transurban Group (TCL)

Owns monopoly assets with strong network optionality. Income is genuinely defensive and tolls typically grow at rates greater than inflation.

Uniti Group (UWL)

Provides telecommunications services that are an alternative to the NBN on a national scale. By operating at costs below the NBN it can deliver products that are competitively priced.