Real Estate Research

07 Jun 2021

QuotedData’s Real Estate Roundup – June 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector (which should result in […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]

17 May 2021

Civitas Social Housing – On firm footing

On firm footing The leading UK social housing investor, Civitas Social Housing (CSH), is on a firm footing as it steps up its growth plans. It has secured new debt facilities that will allow it to grow the portfolio in the near-term. Significantly, it has also attained an investment grade credit rating that not only […]

17 May 2021

Civitas Social Housing – On firm footing

On firm footing The leading UK social housing investor, Civitas Social Housing (CSH), is on a firm footing as it steps up its growth plans. It has the investment firepower to grow its portfolio after securing new debt facilities. Significantly, it has also attained an investment grade credit rating that not only gives it access […]

13 May 2021

QuotedData’s Spring Webinar Series – Specialist Income playback

On 12th May 2021, QuotedData hosted the first of three Spring webinars. This webinar was focused on Specialist Income and included presentations and Q&As from 4 investment companies’ managers, covering different income plays. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations […]

11 May 2021
19 Apr 2021

QuotedData’s Real Estate Quarterly Review – first quarter 2021

Lockdown cloud begins to lift The success of the vaccine rollout in the UK and the implementation of a roadmap out of lockdown saw the share prices of listed property companies – most of which had been decimated during the last year – make somewhat of a recovery. The economy is on firmer footing and […]

14 Apr 2021

QuotedData’s Real Estate Roundup – April 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Drum Income Plus REIT saw its share price rally 75% in March following the announcement that its board was undertaking a strategic review to consider the future of the company, which it […]

13 Apr 2021

Standard Life Investments Property Income Trust – Focus on tomorrow’s world

Focus on tomorrow’s world With the roadmap out of lockdown and into economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put environmental, social and governance (ESG) at the forefront of its decision-making process for asset disposals and acquisitions, with longevity of income […]

13 Apr 2021

Standard Life Investments Property Income Trust – Focus on tomorrow’s world

Focus on tomorrow’s world With the roadmap out of lockdown and economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put ESG at the forefront of its decision-making on disposals and acquisitions, with longevity of income critical to the process. The manager says […]

13 Apr 2021

Standard Life Investments Property Income Trust – Focus on tomorrow’s world

Focus on tomorrow’s world With the roadmap out of lockdown and economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put ESG at the forefront of its decision-making on disposals and acquisitions, with longevity of income critical to the process. Identifying lasting trends […]

12 Mar 2021

Interview with Stuart Young from Phoenix Spree Deutschland

In this week’s show, Richard Williams talked to Stuart Young from Phoenix Spree Deutschland. Watch it again here – Part 1 Part 2 If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, […]

08 Mar 2021

QuotedData’s Real Estate Roundup – March 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the chart below. The roadmap out of lockdown and the impressive vaccination programme in the UK has lifted confidence in a swift economic recovery and triggered a shift to value stocks. Property companies on significant […]

17 Feb 2021

Grit Real Estate Income Group – On the path to recovery

On the path to recovery Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]

17 Feb 2021

Grit Real Estate Income Group – On the path to recovery

On the path to recovery Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]

17 Feb 2021

Grit Real Estate Income Group – On the path to recovery?

On the path to recovery? Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]

11 Feb 2021
11 Feb 2021

QuotedData’s Economic Roundup – February 2021

Economic and Political Monthly Roundup Kindly sponsored by 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 to buy or […]

11 Feb 2021

QuotedData’s Investment Companies Roundup – February 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance January’s median total share price return from investment companies was (0.2%) (the average was 0.6%), which compares with 4.4% in December 2020. The continued allure of the private companies accessible via the growth capital sector was evident as the year began for […]

22 Jan 2021

QuotedData’s Real Estate Annual Review – 2020

Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Riding out the COVID rollercoaster The 2020 rollercoaster saw more downs than ups and at times felt like a pandemic induced freefall. Lockdowns, tiers and plenty of U-turns meant investing in property was not for the faint hearted. Positivity returned at the end of the […]

14 Jan 2021

QuotedData’s Real Estate Roundup – January 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the chart below. The boost of coming out of the second national lockdown in early December was short lived as Christmas was cancelled for most of the UK with COVID-19 cases spiking. It did little […]

14 Jan 2021

QuotedData’s Investment Companies Roundup – January 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments [QD revision: We have amended an error in the original version of the roundup, published on 14 January. The table displaying December’s worst performers in total return NAV terms, using figures sourced from Morningstar, incorrectly listed Augmentum Fintech’s return as (4.1%). Augmentum’s last […]

14 Jan 2021

QuotedData’s Economic Roundup – January 2021

Economic and Political Monthly Roundup Kindly sponsored by 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 to buy or […]

17 Dec 2020

QuotedData’s Real Estate Roundup – December 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the chart below. The eagerly awaited news of a successful vaccine candidate came at the start of November, boosting the stock market. Property companies that had seen their share price battered over the past eight […]

17 Dec 2020

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]

17 Dec 2020

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a NAV total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics sector, where a […]

17 Dec 2020

Aberdeen Standard European Logistics Income – Expansion on the radar

Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a net asset value (NAV) total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics […]

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