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Real Estate Research

04 Aug 2022

QuotedData’s Real Estate Roundup – August 2022

Real Estate Roundup Kindly sponsored by abrdn Performance data July’s biggest movers in price terms are shown in the charts below. Many of the logistics and office focused companies that have suffered in the past few months saw somewhat of a recovery in July, as the substantial discounts that their share prices trade at relative […]

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 […]

07 Jul 2022
04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) believes that it has cleared a path for increased dividend distributions and NAV growth following a potentially decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring down its loan to value […]

04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and net asset value (NAV) growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV – […]

04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and NAV growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV) under control and to […]

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 […]

27 May 2022

Civitas Social Housing – Fundamentals remain strong

Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount to net asset value (NAV) has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made […]

27 May 2022

Civitas Social Housing – ‘Fundamentals remain strong’

‘Fundamentals remain strong’ Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]

27 May 2022

Civitas Social Housing – Fundamentals remain strong

Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has delivered a NAV total return of 30.7% in the year to the end of March 2022. Much of the returns could be put down to its manager pivoting to the industrial and logistics sector many years ago (it now makes up […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a NAV total return of 30.7%. It is reaping the rewards of its manager pivoting to the industrial and logistics sector many years ago (it now makes up 55% of the portfolio). This has […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a net asset value (NAV) total return of 30.7%. It is reaping the rewards of its manager pivoting the portfolio’s focus onto the well-performing industrial and logistics sector many years ago (it now makes […]

06 May 2022
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 […]

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 […]

10 Mar 2022

abrdn European Logistics Income – Logistics safe haven with growth on horizon

Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector could prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]

10 Mar 2022

abrdn European Logistics Income – Logistics safe haven with growth on horizon

Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]

10 Mar 2022

abrdn European Logistics Income – Logistics safe haven with growth on horizon

Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]

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 […]

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 […]

27 Jan 2022

Tritax EuroBox – Fast-tracked

Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once fully deployed, the manager says the group’s assets could […]

27 Jan 2022

Tritax EuroBox – Fast-tracked

Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once fully deployed, the group’s assets will be worth around […]

27 Jan 2022

Tritax EuroBox – Fast-tracked

Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September 2021 and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once the proceeds of the September capital raise has […]

24 Jan 2022

QuotedData’s Real Estate Annual Review – 2021

Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Bouncebackability Over the course of 2021, the property sector certainly rebounded from the depths of the pandemic-induced slumps of 2020, with the average share price of listed property companies up 14.2%. That didn’t mean there were not some ups and downs along the way. The […]

07 Jan 2022
22 Dec 2021

Urban Logistics REIT – In the sweet spot

In the sweet spot It has been a whirlwind few months for Urban Logistics REIT (SHED) as it continues to grow rapidly in one of the best-performing real estate sectors in the UK. The group deployed the proceeds of a July capital raise in short order and earlier this month raised a further £250m to […]

22 Dec 2021

Urban Logistics REIT – In the sweet spot

In the sweet spot It has been a whirlwind few months for Urban Logistics REIT (SHED) as it continues to grow rapidly in one of the best-performing real estate sectors in the UK. The group deployed the proceeds of a July capital raise in short order and earlier this month raised a further £250m to […]

22 Dec 2021

Urban Logistics REIT – In the sweet spot

In the sweet spot It has been a whirlwind few months for Urban Logistics REIT (SHED) as it continues to grow rapidly in one of the best-performing real estate sectors in the UK. The group deployed the proceeds of a July capital raise in short order and earlier this month raised a further £250m to […]

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