Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

A Change Of Heart About A Share Idea

I've had a change of heart about a share idea due to ongoing troubles.

I’ve had a change of heart about a share idea due to ongoing troubles.

The business I’m not sure about any more is Vitalharvest Freehold Trust (ASX: VTH).

Vitalharvest is a real estate investment trust (REIT). It’s one of the few agricultural REITs on the ASX. The farms it currently owns are predominately citrus fruit and berries, which are all leased to Australian horticultural giant Costa Group Holdings Ltd (ASX: CGC). It has a profit-share agreement with Costa where it receives 25% of the operational profit from those farms.

Why I Changed My Mind

There has been some ongoing problems with Vitalharvest’s main (and only) tenant Costa Group Holdings Ltd (ASX: CGC).

Costa has produced a number of downgrades this year. Agricultural volatility is to be expected and can present opportunities, but a share suspension doesn’t evoke a lot of confidence.

It’s not Vitalharvest shares in the suspension, but the two are obviously linked because Vitalharvest receives 25% of the underlying operating profit as variable rent.

Costa is yet to announce what is in its trading update, but it’s unlikely to be good news at this stage. Whilst a worst-case scenario outcome is unlikely, question marks have been raised in the Australian Financial Review about Costa’s debt covenants which could require a capital raising.

In light of this, whilst Vitalharvest is so reliant on Costa’s rental income, it seemed like the prudent thing to do could be to sell for now and wait for the facts emerge.

Food demand may be growing but Vitalharvest has the operational risks of agriculture with its variable rent and the REIT risks of debt etc. Prior to this week’s news with Costa and the suspension I was willing to take that combination of risk with Vitalharvest, but this downgrade from Costa and the potential outcomes has made me uneasy to hold Vitalharvest.

I may decide to sell Costa too, depending on what’s in the update, whenever it is released.

I will probably redeploy my money into one of the reliable shares in the free report below.

[ls_content_block id=”14945″ para=”paragraphs”]

Disclosure: Jaz owns shares of Costa at the time of writing, but this could change at any time. 

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

Skip to content