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Real Estate Research

17 May 2023

Urban Logistics REIT – ‘Fundamentals strong’ as values stabilise

Urban Logistics REIT REITs | Update | 17 May 2023 ‘Fundamentals strong’ as values stabilise The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

17 May 2023

Urban Logistics REIT – Fundamentals strong as market stabilises

Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

17 May 2023

Urban Logistics REIT – Fundamentals strong as market stabilises

Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

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 […]

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 […]

14 Apr 2023

Interview with Stephen Inglis from Regional REIT

In this week’s show, Richard Williams spoke to Stephen Inglis from Regional 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 as@quoteddata.com. Additionally, if you would prefer […]

06 Apr 2023

QuotedData’s Real Estate Monthly Roundup – April 2023

Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks tumbled further in March as stubborn inflation and a further interest rate hike was announced by the Bank of England. The median average share price fall across the sector was 7.9%. Perhaps […]

14 Mar 2023

Lar España Real Estate – Dominant assets make a resilient business

Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed probably the most severe stress test in recent history in the form of the pandemic. 2022 results show that the value of its Spanish shopping centre and retail park portfolio has […]

14 Mar 2023

Lar España Real Estate – Dominant assets make a resilient business

Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed the most severe stress test in recent history in the form of the pandemic, and has come out the other side in good shape. 2022 results show that the value of […]

14 Mar 2023

Lar España Real Estate – Dominant assets make a resilient business

Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed the most severe stress test in recent history in the form of the pandemic, and has come out the other side in good shape. 2022 results show that the value of […]

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 […]

14 Feb 2023

Civitas Social Housing – Time to buy?

Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. This seems wholly unjustified given the strong market fundamentals in the social housing sector and the group’s proven, secure government-backed income. CSH’s inflation-linked leases (which benefit from annual rental […]

14 Feb 2023

Civitas Social Housing – Time to buy?

Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. This seems wholly unjustified given the strong market fundamentals in the social housing sector and the group’s proven, secure government-backed income. CSH’s inflation-linked leases (which benefit from annual rental […]

14 Feb 2023

Civitas Social Housing – Time to buy?

Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. CSH’s inflation-linked leases (which benefit from annual rental uplifts in line with CPI or CPI+1%) more than compensated for a higher discount rate used to value its portfolio (following […]

09 Feb 2023
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 […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters High interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its UK peers despite […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters It appears that high interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters High interest rates have hit the share prices of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its share price discount to net asset value (NAV) widen to 34.0% – […]

05 Jan 2023

QuotedData’s Real Estate Monthly Roundup – January 2023

Real Estate Roundup Kindly sponsored by abrdn Performance data December’s biggest movers in price terms are shown in the charts below. 2022 ended with another difficult month for property companies as the sector continues to get to grips with the impact of higher interest rates. There were several funds that performed well during December, however. […]

21 Dec 2022

Grit Real Estate Income Group – Going for growth

Going for growth Pan-African property company Grit Real Estate Income Group (Grit) says that it is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which it says has the potential to unlock NAV and income growth. GREA’s pipeline of development projects includes […]

21 Dec 2022

Grit Real Estate Income Group – Going for growth

Going for growth Pan-African property company Grit Real Estate Income Group (Grit) is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which would unlock considerable potential for NAV and income growth. GREA’s attractive pipeline of development projects includes diplomatic housing let to […]

21 Dec 2022

Grit Real Estate Income Group – Going for growth

Going for growth Pan-African property company Grit Real Estate Income Group (Grit) is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which would unlock considerable potential for net asset value (NAV) and income growth for the fund. GREA’s attractive pipeline of development […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics The discount rating amongst the real estate sector has widened dramatically since the end of September after the disastrous ‘mini’-budget spooked gilt markets and sent bond yields above property yields. Things have since calmed down to some degree and even though the repricing of real estate has further to play […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics Share price discounts to net asset values (NAVs) amongst commercial real estate companies has widened dramatically since the end of September after the disastrous ‘mini’-budget spooked gilt markets and sent bond yields above property yields (implying that property yields will rise, and values fall). Things have since calmed down to […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics The discount rating amongst the UK real estate sector has widened dramatically since the end of September after the ‘mini’-budget caused bond yields to rise above property yields. Gilts have reduced since October and even though the repricing of real estate is likely to have further to play out, abrdn […]

07 Dec 2022
18 Nov 2022

Tritax EuroBox – Opportunity knocks

Opportunity knocks The share prices of many logistics-focused real estate investment trusts (REITs), including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall (and property yields rise) as the higher cost of debt chokes off investment. However, […]

18 Nov 2022

Tritax EuroBox – Opportunity knocks

Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall as investors factor this in. However, the occupier market is still a landlord’s market, with record low supply […]

18 Nov 2022

Tritax EuroBox – Opportunity knocks

Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. It was perhaps inevitable that valuations in the low-yielding logistics property sector would fall as investors factor this in. However, the occupier market is still a landlord’s market, […]

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