Real Estate Research

26 Jul 2024

Interview with Henry Butt from AEW UK REIT

In this week’s show, Richard Williams spoke to Henry Butt from AEW UK REIT. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer […]

12 Jul 2024

Interview with Kenneth MacKenzie from Target Fund Managers

In this week’s show, Richard Williams spoke to Kenneth MacKenzie from Target Fund Managers. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email Aiman. Additionally, if you would prefer […]

10 Jul 2024

QuotedData’s Real Estate Quarterly Review – Second Quarter 2024

Real estate quarterly report Stage set for recovery Having fallen almost 6% in the first three months of the year, share prices among the real estate investment trust (REIT) and listed property sector ended the second quarter roughly where they started (as shown in the chart to the right). Positive inflation data, which fell to […]

05 Jul 2024

QuotedData’s Investment Companies Roundup – July 2024

July 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in June 2024 There were a handful of major catalysts driving global markets in June. We saw the AI phenomenon reach a new peak, with Nvidia briefly becoming the largest company in the world by market cap on June 19th, hitting a […]

05 Jul 2024

QuotedData’s Real Estate Monthly Roundup – July 2024

July 2024 Winners and losers in June 2024 Best performing funds in price terms (%) Harworth Group 15.6 Tritax EuroBox 14.3 Workspace 11.0 Helical 10.5 Regional REIT 9.4 NewRiver REIT 7.7 Residential Secure Income 5.5 Capital & Regional 4.2 Custodian Property Income REIT 3.9 Schroder REIT 3.5 Source: Bloomberg, Marten & Co Worst performing funds […]

03 Jul 2024

QuotedData’s Economic and Political Monthly Roundup – July 2024

In the US, hopes for near-term interest rate cuts may have been dashed by the Federal Reserve (Fed). In a recent speech, governor Lisa Cook noted that services inflation was running above pre-pandemic levels. She forecast that forecast ‘that three- and six-month inflation rates will continue to move lower on a bumpy path’, but thinks […]

20 Jun 2024

Urban Logistics REIT – Full year results analysis

Focused on dividend cover Urban Logistics REIT (SHED) has reported its full year results for the year end 31 March 2024 this morning. It has been another year of strong operational performance, with net rental income up 8.4% to £57.4m. Valuations have stabilised, with EPRA net tangible assets (NTA) was down just 1.3% to 160.27p. […]

19 Jun 2024

QuotedData’s Real Estate Monthly Roundup – June 2024

June 2024 Winners and losers in May 2024 Best performing funds in price terms (%) Capital & Regional 22.0 Safestore 16.4 Big Yellow Group 15.6 Derwent London 13.2 British Land 12.8 Helical 9.8 Phoenix Spree Deutschland 9.2 Shaftesbury Capital 8.2 Workspace 7.5 SEGRO 7.5 Source: Bloomberg, Marten & Co Worst performing funds in price terms […]

17 May 2024

Lar España Real Estate – 10-up and more growth to come

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 […]

17 May 2024

Lar España Real Estate – 10-up and more growth to come

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 […]

17 May 2024

Lar España Real Estate – 10-up and more growth to come

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 […]

15 May 2024

QuotedData’s Real Estate Monthly Roundup – May 2024

Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. As the interest rates waiting game continues, the real estate sector was flat during April, with the mean average share price at 0.0% and the median average down 1.4%. Self-storage specialist Lok’n Store’s share price jumped on news […]

08 May 2024

Grit Real Estate Income Group – Building on steadier ground

Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]

08 May 2024

Grit Real Estate Income Group – Building on steadier ground

Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]

08 May 2024

Grit Real Estate Income Group – Building on steadier ground

Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) believes that it is in a good place to realise substantial capital value and income growth over the medium term. The sale […]

26 Apr 2024
11 Apr 2024
05 Apr 2024

Interview with Simon Farnsworth from Life Science REIT

In this week’s show, Richard Williams spoke to Simon Farnsworth from Life Science REIT. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would […]

11 Mar 2024
20 Feb 2024

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a period of interest rate volatility, real estate seems to have entered calmer waters, with some evidence of asset values stabilising, while occupier markets could support rental growth. Tritax EuroBox’s (EBOX’s) manager says that it is sailing in these waters too, as […]

20 Feb 2024

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a tumultuous period of interest rate volatility (with the rapid rise in interest rates reflected in investment yields, causing values to fall), real estate has entered calmer waters. Asset values are stabilising and occupier markets remain supportive of rental growth. Tritax EuroBox […]

20 Feb 2024

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a tumultuous period of interest rate volatility, real estate has entered calmer waters, with asset values stabilising and occupier markets remaining conducive of rental growth. Tritax EuroBox (EBOX) is sailing in these waters too, as demonstrated by a portfolio valuation that has […]

12 Feb 2024
22 Jan 2024
19 Jan 2024
10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual overview | 10 January 2024 A re-rating candidate If an inflexion point in the interest rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of SHED’s […]

10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of its portfolio […]

10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) appears to be an attractive proposition. Valuations look to have stabilised – as evidenced by a 0.2% uplift in the […]

13 Dec 2023
24 Nov 2023

Interview with Ben Green from Supermarket Income REIT

In this week’s show, Richard Williams spoke to Ben Green from Supermarket Income REIT If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer […]