Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 Exposure to Spanish retail Lar España Real Estate aims to grow its EPRA net tangible assets (NTA) through active asset management of Spanish commercial real estate, and deliver high returns primarily through the payment of considerable annual dividends. Fund profile The company’s […]
Civitas Social Housing – Regulatory action is positive Civitas Social Housing (CSH) has met its dividend targets, grown its NAV and invested over £674m into 557 properties (housing almost 3,750 tenants) since its launch in November 2016. It has now merged its C share and ordinary share portfolios and is focused on making best use […]
Civitas Social Housing – Regulatory action may be net positive Civitas Social Housing (CSH) has met its dividend targets, grown its NAV and invested over £674m into 557 properties (housing almost 3,750 tenants) since its launch in November 2016. It has now merged its C share and ordinary share portfolios and is focused on optimising […]
Regulatory action is positive Civitas Social Housing (CSH) has met its dividend targets, grown its NAV and invested over £674m into 557 properties (housing almost 3,750 tenants) since launch. It has now merged its C share and ordinary share portfolios and is focused on optimising its capital structure (targeting 35% LTV), which should further strengthen […]
QuotedData review of 2018 – Annual report investment companies 2018 – the return of volatility A trade war, Brexit, US interest rate rises, slowing Chinese growth, a US government shutdown, a dispute over Italy’s budget, the Skripal poisonings, numerous elections – there was plenty to worry about in 2018. A last-minute dive left the US […]
QuotedData’s investment companies roundup – January 2019 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 December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
QuotedData’s economic roundup – January 2019 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 sell any of […]
QuotedData’s investment companies roundup – December 2018 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 November 2018. Kindly sponsored by Baillie Gifford. Extract from ‘winners and losers’ The Californian wildfires took their toll on CatCo Reinsurance as it […]
QuotedData’s investment companies roundup – November 2018 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 October 2018. Kindly sponsored by Baillie Gifford. Winners and losers in October In what was generally a miserable month for equity markets, Brazil shone […]
CEIBA Investments – Unique access to Cuba CEIBA Investments Limited (CBA) is an existing investment company focused on real estate investments in Cuba, with a pre-IPO NAV of $175m (approximately £135m). CBA is the pre-eminent foreign investor in Cuban property. Its directors believe there is a window of opportunity to invest in expanding its portfolio […]
QuotedData’s investment companies roundup – July 2018 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 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
QuotedData investment companies roundup – April 2018 – 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 March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
QuotedData’s economic round up – March 2018 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 sell […]
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
Aberdeen Standard European Logistics Income (ASLI or the company) is a new company that intends to qualify as an investment trust. It will invest in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both the UK and the Nordic countries – download the research and view […]
QuotedData investment companies roundup: 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 April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]
QuotedData is publishing a new update note on a company in the UK property sector: Drum Income Plus REIT – Delivering on promises DRUM Income Plus REIT (DRIP) focuses on acquiring properties overlooked by large institutional and overseas buyers (smaller lot sizes, multi-let). It provided an NAV total return of 2.4% in Q1 2017 (1.6% […]
Drum Income Plus REIT (DRIP) is focused on acquiring properties that do not suit the portfolios of the large institutional and overseas buyers, who are targeting larger lot sizes. Its managers say that, by focusing on a less crowded market, DRIP is able to achieve a yield advantage over other property investment companies. DRIP is itself […]
