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Real Estate Research

15 Oct 2019

Investment companies quarterly roundup – Third quarter 2019

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford  New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]

10 Oct 2019
10 Oct 2019
08 Oct 2019

Aberdeen Standard European Logistics Income – On the crest of a wave

 On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a property portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand […]

08 Oct 2019

Aberdeen Standard European Logistics Income – On the crest of a wave

 On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand from […]

07 Oct 2019

QuotedData’s investment companies roundup – October 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September.  In […]

07 Oct 2019

QuotedData’s economic roundup – October 2019

Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz 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 […]

02 Oct 2019
18 Sep 2019
12 Sep 2019

Civitas Social Housing – Targeting full dividend cover

 Targeting full dividend cover Civitas Social Housing (CSH) has secured a new £60m debt facility that it will use to buy new properties. This will increase its rental income and move CSH very close to full dividend cover. CSH has the option to extend the new loan by another £40m and is also in advanced […]

12 Sep 2019

Civitas Social Housing – Targeting full dividend cover

 Targeting full dividend cover Civitas Social Housing (CSH) has secured a new £60m debt facility that it will use to buy new properties. This will increase its rental income and move CSH very close to full dividend cover. CSH has the option to extend the loan by another £40m and is also in advanced negotiations […]

07 Aug 2019

QuotedData’s investment companies roundup – August 2019

Investment Companies Roundup  New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – appetite […]

12 Jul 2019

Quarterly investment companies roundup – Second quarter 2019

Quarterly investment companies roundup – Second quarter 2019  QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]

08 Jul 2019

Standard Life Investments Property Income Trust – KYT (know your tenant)

Standard Life Investments Property Income Trust (SLI) has built a diverse portfolio of commercial property in the UK. A bias to industrial property is proving beneficial to the fund, but the manager, Jason Baggaley, is keen that all parts of the portfolio pull their weight. In an environment that is growing more challenging, he stresses […]

08 Jul 2019

Standard Life Investments Property Income Trust – KYT (know your tenant)

 KYT (know your tenant) Standard Life Investments Property Income Trust (SLI) has built a diverse portfolio of commercial property in the UK. A bias to industrial property is proving beneficial to the fund, but the manager, Jason Baggaley, is keen that all parts of the portfolio pull their weight. In an environment that is becoming more […]

07 Jun 2019

QuotedData’s investment companies roundup – June 2019

Investment Companies Roundup  New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was notable that risk appetite was down in May as renewed […]

07 Jun 2019

QuotedData’s economic roundup – June 2019

Economic & Political Roundup 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 the […]

15 Apr 2019

Quarterly Investment Companies Roundup – First Quarter 2019

Quarterly Investment Companies Roundup – First Quarter 2019  QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]

12 Mar 2019

Aberdeen Standard European Logistics Income – Poised to expand?

Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, deployed all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]

12 Mar 2019

Aberdeen Standard European Logistics Income – Poised to expand?

Aberdeen Standard European Logistics Income – Poised to expand? Aberdeen Standard European Logistics Income (ASLI) has built a portfolio of 10 assets, invested all the money it raised at IPO and has declared dividends totalling 3p per share in respect of its first accounting period (in-line with its target). Borrowing facilities are being arranged that […]

19 Feb 2019

Civitas Social Housing – Regulatory action is positive

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 […]

19 Feb 2019

Civitas Social Housing – Regulatory action may be net positive

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 […]

19 Feb 2019

Civitas Social Housing – Regulatory action is positive

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 […]

25 Jan 2019

QuotedData review of 2018 – Annual report investment companies

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 […]

18 Jan 2019

QuotedData’s investment companies roundup – January 2019

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 […]

18 Jan 2019
19 Dec 2018

QuotedData’s investment companies roundup – December 2018

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 […]

13 Nov 2018

QuotedData’s investment companies roundup – November 2018

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 […]

18 Sep 2018

CEIBA Investments – Unique access to Cuba

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 […]

11 Jul 2018

QuotedData’s investment companies roundup – July 2018

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 […]

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