Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate continues to defy the doom and gloom surrounding the retail sector, posting strong financial and operational numbers. The value of its Spanish shopping centre and retail park portfolio has been stable despite higher interest rates […]
Real estate quarterly report Kindly sponsored by abrdn Chinks of light It has been another quarter of pain for real estate investment trusts (REITs) and listed property companies, with share price weakness continuing and average falls of 13.7% across the sector (as shown in the chart to the right). There are chinks of light appearing […]
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. Investor sentiment towards property stocks continues to wane, with the median share price of REITs and listed property companies down another 2.4% over the month of September – and 14.8% in the year to […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) has been reborn. Grit 2.0 has a greater and more achievable return target (of between 12% and 15% per […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) is a radically different proposition. Grit 2.0 has a greater return target (of between 12% and 15%) thanks to […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) has been reborn. Grit 2.0 has a greater and more achievable return target (of between 12% and 15%) thanks […]
In this week’s show, Matthew Read spoke to Andrew Jones from LondonMetric Property. 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 to […]
Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. The property sector remains in a state of limbo as investors await signs that interest rates have peaked. The median share price of REITs and listed property companies was down 2.4% over the month […]
In this week’s show, Richard Williams spoke to Richard Moffitt from Urban Logistics. 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 to […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector has seen discount rates among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the end of 2022 and […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector appears to be behind the discounts to NAV among REITs and listed property companies remaining excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector has seen the share price discount to net asset values (NAVs) among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation […]
Real Estate Roundup Kindly sponsored by abrdn Performance data July’s biggest movers in price terms are shown in the charts below. Better than expected inflation figures in the UK raised hope that interest rates had peaked, and that commercial property values may have bottomed out. Improving investor sentiment towards the sector was reflected in an […]
Real estate quarterly report Kindly sponsored by abrdn Discounted indiscriminately Stubbornly high inflation in the UK has raised the prospect of higher for longer interest rates, with the base rate hitting 5.0% in the UK dashing any hopes of a recovery in commercial property values for the foreseeable future. This negative outlook was reflected in […]
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. Sticky inflation in the UK and the Bank of England’s 0.5% hike in interest rates, which now sit at 5.0%, their highest level in 15 years, saw uncertainty return to the property market. The […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70 basis points (bps […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, according to Tritax EuroBox’s (EBOX’s) manager who says that it is optimistic that values are stabilising. The company’s portfolio yield moved […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70bps in the six […]
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income’s (ASLI’s) manager is focused on riding out the storm of market valuation declines, with an emphasis on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio […]
abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. The property sector is a hotbed of merger and acquisition (M&A) activity as investors look to take advantage of the unloved sector and wide discounts to net asset values (NAVs). Higher than expected inflation […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 [email protected]. Additionally, if you would prefer […]
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 […]
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 […]
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