Overview
Great Portland Estates is a REIT focused on central London and on buildings they can improve. They have a detailed business plan for every property, defining the angles that they seek to exploit in order to create value.
The fund’s website can be found here.
Fundamentals
Price
Research History
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11 Mar 2024
QuotedData's Real Estate Monthly Roundup - March 2024
Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was another month of disappointing share price performance for the real estate sector, as the timing of the fabled interest rate cuts that could kick start a recovery in the sector remains unclear […]
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13 Dec 2023
QuotedData's Real Estate Monthly Roundup - December 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Property stocks bounced back in November after a difficult few months, with the median share price across the sector up 8.2%. Investor sentiment towards the sector improved as hopes that interest rates have hit […]
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19 Jul 2023
QuotedData's Real Estate Quarterly Review - Second Quarter 2023
Real estate quarterly report Kindly sponsored by abrdn Discounted indiscriminately Stubbornly high inflation in the UK has raised the prospect of higher for longer interest rates, with the base rate hitting 5.0% in the UK dashing any hopes of a recovery in commercial property values for the foreseeable future. This negative outlook was reflected in […]
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14 Jul 2023
QuotedData's Real Estate Monthly Roundup - July 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. Sticky inflation in the UK and the Bank of England’s 0.5% hike in interest rates, which now sit at 5.0%, their highest level in 15 years, saw uncertainty return to the property market. The […]
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13 Jun 2023
QuotedData's Real Estate Monthly Roundup - June 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. The property sector is a hotbed of merger and acquisition (M&A) activity as investors look to take advantage of the unloved sector and wide discounts to net asset values (NAVs). Higher than expected inflation […]
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16 May 2023
QuotedData's Real Estate Monthly Roundup - May 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data April’s biggest movers in price terms are shown in the charts below. Property stocks returned to positive territory in April after months of losses due to the impact of higher interest rates on valuations. The first signs of values stabilising are starting to feed through with […]
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25 Apr 2023
QuotedData's Real Estate Quarterly Review - First Quarter 2023
Real estate quarterly report Kindly sponsored by abrdn Headwinds mount up The headwinds facing commercial real estate continued to mount up in the first quarter of 2023, reflected in an 8.9% average share price fall across the sector. Already reeling from the impact of higher interest rates on valuations, the collapse of Silicon Valley Bank […]
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09 Mar 2023
QuotedData's Real Estate Monthly Roundup - March 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was a mixed month in terms of share price performance for property companies, with a mean average share price fall of 0.3% across the sector. On the positive side, shopping centre behemoth Hammerson […]
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09 Feb 2023
QuotedData's Real Estate Monthly Roundup - February 2023
Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. 2023 started positively for the property sector, with a median average share price uplift of 1.3%. A gloomy economic outlook at the end of 2022 saw many property companies’ share prices fall to substantial […]
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24 Jan 2023
QuotedData's Real Estate Annual Review - 2022
Real Estate Annual Review Kindly sponsored by abrdn The year the rug was pulled out 2022 will be remembered as the year that the rug was pulled from under the property sector. Having benefitted from decades of low interest rates, which had fuelled debt-ladened deals and piqued the appetite of global investors looking for more […]
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07 Dec 2022
QuotedData’s Economic and Political Monthly Roundup December 2022
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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07 Dec 2022
QuotedData's Real Estate Roundup - December 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Valuation declines in the property sector are starting to feed through in NAV announcements and interim results (see page 2) as higher cost of debt continues to put pressure on pricing. Having seen dramatic […]
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03 Nov 2022
QuotedData's Real Estate Roundup - November 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data October’s biggest movers in price terms are shown in the charts below. Having priced in a major write-down of portfolio valuations in the real estate sector, especially after interest rate expectations rocketed following the disastrous mini-budget at the end of September, the market seems to have […]
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07 Sep 2022
QuotedData's Real Estate Roundup - September 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. AIM-listed small cap fund manager and investor First Property Group tops the list of best performing property companies in August. It was the only company to see a double-digit rise in its share price, […]
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15 Jul 2022
QuotedData's Real Estate Quarterly Review - Second Quarter 2022
Real Estate Quarterly Review Kindly sponsored by abrdn Storm clouds gather Fears that a perfect storm is brewing has weighed on the real estate sector. Central banks’ move to raise interest rates to curb spiralling inflation has stoked concerns that investors will turn away from real estate to less risky alternatives, such as bonds. Meanwhile […]
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07 Jul 2022
QuotedData's Real Estate Roundup - July 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. There were only a handful of property companies that saw share price growth in the month of June as interest rate rises and concerns of an impending recession took hold. Top of the list […]
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10 Jun 2022
QuotedData's Real Estate Roundup - June 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. A perpetual theme in the listed property sector over the last few years has been the persistent discount to net asset value that many companies’ share prices have traded on. Some have succumbed to […]
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12 Apr 2022
QuotedData's Real Estate Quarterly Review - First Quarter 2022
Real Estate Quarterly Review Kindly sponsored by Abrdn Value to be found in topsy-turvy market The first three months of 2022 have been full of significant events. Investor caution followed Russia’s invasion of Ukraine and put paid to a London-listed property company with a portfolio of Russian assets (see page 6 for details). The cost-of-living crisis […]
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06 Apr 2022
QuotedData's Real Estate Roundup - April 2022
Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks generally rallied in March, perhaps due to the relative inflation hedge they can provide. There were two outliers in Dublin office specialist Hibernia REIT and small-cap South East of England landlord McKay […]
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09 Mar 2022
QuotedData's Real Estate Roundup - March 2022
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the charts below. The geopolitical uncertainty caused by the Russian invasion of Ukraine has hit markets hard. On the whole, the property sector suffered losses during February, but there were a few companies that saw […]
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04 Feb 2022
QuotedData's Real Estate Roundup - February 2022
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the charts below. Perhaps reflecting optimism around the strength of the economy coming out of COVID restrictions, a shift to value stocks was triggered in January, with property generalists and retail-focused companies the beneficiaries. Hammerson […]
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06 Dec 2021
QuotedData's Real Estate Roundup - December 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the charts below. November ended under a cloud of uncertainty, with the discovery of the Omicron coronavirus variant threating a return of restrictions that have wreaked havoc in the property sector over the past two […]
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08 Nov 2021
QuotedData's Real Estate Roundup - November 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data October’s biggest movers in price terms are shown in the chart below. The best performing real estate funds in October were mainly sector specialists, however, the property generalists had a good month too, led by BMO Real Estate Investments. The company saw its share […]
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09 Sep 2021
QuotedData's Real Estate Roundup - September 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. Traditionally a quiet month, August was anything but for property companies. While takeovers, IPO activity and large investment deals dominated the headlines, Tritax Big Box REIT continued its impressive performance. After reporting […]
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06 Aug 2021
QuotedData's Real Estate Roundup - August 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. It was no surprise that GCP Student Living topped the table for best performing property companies in July after it received a takeover bid 30% above its share price during the month. […]
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07 Jun 2021
QuotedData's Real Estate Roundup - June 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]
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17 Dec 2020
QuotedData's Real Estate Roundup - December 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the chart below. The eagerly awaited news of a successful vaccine candidate came at the start of November, boosting the stock market. Property companies that had seen their share price battered over the past eight […]
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10 Sep 2020
QuotedData's Real Estate Roundup - September 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. There were some interesting price rises during the month of August as investors’ search for returns took them to property companies that have seen their share prices severely depressed during the Covid-19 […]
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16 Jul 2020
QuotedData's Real Estate Quarterly Review - Q2 2020
Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments A polarised lens The covid-19 pandemic continued to wreak havoc in the real estate in the second quarter, but a polarisation of sectors and funds has started to become apparent. Companies focused on the retail, leisure and hospitality property sectors had already seen huge negative […]
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09 Jun 2020
QuotedData's Real Estate Roundup - June 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Shares in property companies took another turbulent turn during May as the covid-19 pandemic continued to wreak havoc on property assets. The biggest mover in price terms during the month was an […]
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07 Feb 2020
QuotedData's Real Estate Roundup - February 2020
Real Estate Roundup Performance data January’s biggest movers in price terms are shown in the chart below. The sluggish start to the year for listed property companies is hardly surprising given they were coming off a high base after the “Boris-bounce” following the general election in December. Topping the list was Triple Point Social Housing […]
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30 Jan 2020
QuotedData's Real Estate Annual Review - 2019
Property’s alternative theory The year was dominated by political and economic uncertainty, with Brexit negotiations casting a shadow over the market and the general election adding a further layer of doubt for much of the year. For a market that is staunchly aligned with political and economic sentiment, listed property companies and REITs performed well, […]
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10 Dec 2019
QuotedData's Real Estate Roundup - December 2019
Real Estate Roundup Performance data November’s biggest movers in price terms are shown in the chart below. November saw a host of companies report interim and full year results with varying outcomes. CLS Holdings, which owns a diverse portfolio split between the UK, Germany and France, gave a positive trading update that outlined its capital […]
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11 Dec 2017
QuotedData’s economic round up – December 2017
QuotedData’s economic round up – December 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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12 Jul 2017
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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14 Jun 2017
QuotedData’s economic round up – June 2017
QuotedData’s economic round up – June 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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07 Dec 2016
QuotedData’s round up of views on the global economy – December 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup
News
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21 Jun 2017
Great Portland buys an acre of Whitechapel
Great Portland buys an acre of Whitechapel – Great Portland Estates plc has acquired the freehold of land and buildings including Cityside and Challenger House, 40/42 Adler Street and 2/8 Whitechapel Road, London E1 from Hermes Investment Management, for GBP49.6 million (GBP320 per sq ft). The 1.1 acre site sits between Aldgate to the west and […]
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25 May 2017
TR Property plans 25.7% dividend increase
As TR Property announces its full year results for the year ended 31 March 2017, Hugh Seaborn, its chairman, commented: “I’m pleased to report another solid year of performance from the Trust. The Board are particularly pleased to announce a final dividend of 6.4p which brings the full year dividend to 10.5p, a 25.7% increase on […]
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24 May 2017
Great Portland Estates - London one of only a handful of truly global cities
Great Portland Estates results for the year to 31 March 2017 have been released and, while NAV fell, earnings were up. The chief executive acknowledges the short-term challenges facing the capital but says that, in the long-term, London is one of only a handful of truly global cities. Valuation lower – driven by yield expansion in […]
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23 Jun 2016
Brazil's woes knock Hansa
Hansa Trust, which has published results for the year ended 31 March 2016, says it has had a challenging year, particularly due to its exposure to the Brazilian market and the economic woes that Brazil continues to face. However, there have been a number of bright spots within the portfolio. The NAV has fallen from 1138.6p […]
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25 May 2016
Great Portland Estates working on largest development programme in its history
Great Portland Estates has reported results for the year ended 31 March 2016. At the end of March its EPRA NAV per share was 847 pence (pre-SDLT increase: 857 pence), up 19.5% in the year. EPRA profit before tax for the year was GBP47.8 million, up 6.0% on 2015. this translates into EPRA earnings per […]
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25 May 2016
TR Property outperforms as direct portfolio returns almost 20%
TR Property has announced results for the year ended 31 March 2016. The NAV rose 8.2% which was well ahead of the benchmark rise of 5.4%. However the share price total return was -1.6%. The Directors have announced a final dividend of 5.20p per share, a 9.5% increase over the prior year final dividend. This […]
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11 Nov 2015
Great Portland Estates NAV rises 14% during H1, PBT up 15.7%
Great Portland Estates has announced its interim results for the six-months ended 30 September 2015. During this period, the company’s EPRA NAV per share has increased 14% to £8.08. The company’s EPRA profit before tax of £24.3m for the period is up 15.7% year-on-year whilst its EPRA EPS of 6.9p is an increase of 16.9%. […]
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20 May 2015
High development weighting holds back income at Great Portland
Great Portland Estates’ results for the year ended 31 March 2015 show a 24.6% uplift in its EPRA NAV as the property portfolio delivered underlying capital growth of 18.0% with a total property return of 21.5%. This in turn was driven by falling yields. Including rent from pre-lets and leases currently in rent free periods, the […]
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27 Apr 2015
Great Portland sells 95 Wigmore Street
Great Portland has announced the sale of 95 Wigmore Street to UBS Global Asset Management for £222.4m. Great Portland owned the building in conjunction with Aberdeen Asset Management through a 50:50 joint venture. The sale price works out at a net equivalent yield of just 3.4% or £2,209 per square foot. The 98,800 sq. ft. […]
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20 Feb 2015
Stock selection helps JPMorgan Mid Cap to a great H2 for 2014
JPMorgan Mid Cap has announced interim results for the six months ended 31 December 2014 that show the fund delivering a total return on net assets of 9.6% – well ahead of the FTSE Mid 250 Index which returned 3.2%. The return to shareholders was 9.2%. the interim dividend has been increased by 45%, from […]
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11 Dec 2014
Great year for Henderson European Focus
Over the year to the end of September 2014, Henderson European Focus Trust’s net asset value total return was 14.5% – well ahead of the return generated by its benchmark, the FTSE World Europe ex UK Index. Shareholders did even better, with a return of 19.3%. It even beat its peer group by a significant […]
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13 Nov 2014
Development activity drives NAV growth at Great Portland
GPOR : Development activity drives NAV growth at Great Portland Great Portland Estates reported an 11.8% uplift in its EPRA net asset value for the six months ended 30 September 2014 on the back of an 8.9% uplift in the value of the portfolio. earnings per share were up 11.3% to 5.9p and from this they […]
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10 Nov 2014
Great Portland Estates sells 12/14 New Fetter Lane
GPOR : Great Portland Estates sells 12/14 New Fetter Lane Great Portland Estates is selling its leasehold interest in 12/14 New Fetter Lane (London EC4) for £165.8m. The sale price works out at a yield of 4.5%. The 142,500 sq ft office building is still under construction (supposed to be finished in Q4 2015) and […]
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12 Sep 2014
Rathbone Square flats selling fast
GPOR : Great Portland says its Rathbone Square flats selling fast Great Portland Estates has sold 125 of the available 142 apartments it is building at Rathbone Square W1 (the former post office sorting depot). The 125 flats sold to date have raised £207.2m for the company. The average selling price equates to £1856 per […]
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21 May 2014
Great Portland Estates : GPOR - results
Over the year to end March 2014, Great Portland Estates saw its EPRA NAV rise by 27.6% to 569p. Properties were revalued upwards by 18.7% – the bulk of this return came from the profit generated by their developments (95 Wigmore Street, City Tower EC2 and 240 Blackfriars Road were all completed during the year). […]
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30 Jan 2014
Great Portland Estates : GPOR - q3 numbers
Great Portland Estates reports a 5.8% uplift in the portfolio valuation over the final quarter of 2013 driven by an 8.2% uplift in the valuation of development properties and rental growth of 1.3%. This helped drive an 8.2% uplift in the EPRA NAV to 527p. Vacancy rates across the portfolio have fallen as they signed […]
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09 Dec 2013
Great Portland Estates :GPOR
Great Portland Estates has sold its lease on 20 St. James’s Street (55,490sq ft office / retail building) for £54.5m. The property was acquired for £42.5m in 2010. It was producing a net rent of £1.2m per annum. GPOR will use the proceeds to invest in other projects.
