Share Name Share Symbol Market Type Share ISIN Share Description
Bmo Real Estate Investments Limited LSE:BREI London Ordinary Share GB00B012T521 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 76.40 289,738 16:35:05
Bid Price Offer Price High Price Low Price Open Price
75.40 76.40 77.20 76.60 76.80
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 17.01 -8.89 -3.80 183
Last Trade Time Trade Type Trade Size Trade Price Currency
16:37:51 AT 7,250 76.40 GBX

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Date Time Title Posts
23/2/202108:08REIT. 6% Yield . 20% discount to NAV171

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Bmo Real Estate Investme... (BREI) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-03-03 16:37:5176.407,2505,539.00AT
2021-03-03 16:35:0576.404,1623,179.77UT
2021-03-03 15:35:4075.9515,00011,393.19O
2021-03-03 15:24:0875.8370,19253,226.66O
2021-03-03 15:13:1276.4021.53O
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Bmo Real Estate Investme... (BREI) Top Chat Posts

Bmo Real Estate Investme... Daily Update: Bmo Real Estate Investments Limited is listed in the Real Estate Investment & Services sector of the London Stock Exchange with ticker BREI. The last closing price for Bmo Real Estate Investme... was 76.40p.
Bmo Real Estate Investments Limited has a 4 week average price of 67.80p and a 12 week average price of 56.20p.
The 1 year high share price is 79.80p while the 1 year low share price is currently 39.50p.
There are currently 239,055,539 shares in issue and the average daily traded volume is 217,700 shares. The market capitalisation of Bmo Real Estate Investments Limited is £182,638,431.80.
skyship: LTV lower? I have BREI @ 25.8% & SREI @ 24.0%. Perhaps my spreadsheet needs updating! I also have BREI's debt costing 3.1% versus just 2.25% for SREI. With SREI's higher NAV discount (31.1% v. 24.1%) and higher Yield (6.2% v. 5.4%), then yes, SREI currently the better value of the two. As a matter of interest, or not, BREI's stablemate BCPT now at a 40% discount again.
epistrophy: I think BREI also has a lower LTV, so the NAV discounts aren't really directly comparable.
hugepants: Not looked at management charges or costs of debt fraz but the yield is now 4.5% compared with SREI's 6.5% and SREI's discount to NAV is about 10% greater so I think more upside with SREI. However I do think BREI has a better portfolio since has a higher industrial weighting and no leisure assets.
sphere25: Thank you SpectoAcc. Yes, we have to be careful on particular shares with stops because they can naturally have less liquidity or less participation, particularly on a morning when it can take time for the order book to fill. A mental stop can be used as well as physical too. I'm watching pretty much all the time though so it's easier to work the stops. There are alot of new folk nowadays so it's a good idea to observe the movements of the prices, especially on the mornings to see how wide the spreads can be. Getting stopped out unnecessarily is annoying - we have all been there though. We all learn along the way. This one has been 70-71 and the positioning of an active market maker (non-active will be well below the bid and will be programmed to move with the order movements on the book so they're hardly ever involved in the market making or participation) on the book will give a guide too because they won't (barring news/tip/broker upgrade etc) move from that price on most days overnight. Price is bang on testing that breakout now so could be an interesting day tomorrow. All imo DYOR
spectoacc: Watch you don't get a gappy day with that tight stop - have a look at the candlestick chart. Good luck - not in BREI atm but agree it's hardly pricey here.
sphere25: Taken a few here. Been watching since the upgrade to NAV: "The unaudited NAV per share of BREI as at 31 December 2020 was 98.1 pence. This represents an increase of 3.5 per cent from the NAV per share as at 30 September 2020 of 94.8 pence and a NAV total return for the quarter of 4.4 per cent." There is also dividend progression and the chart is sat at an interesting point here. Trying to play the narrowing gap to the valuation too. Surely if they upgrade the NAV like that, there must be a good possibility of a breakout and a narrowing to the valuation gap, particularly in this bullish market. Stick a stop at just under that recent low of 68p. All imo DYOR
hugepants: Hmmm...not convinced about the argument for MCKS versus BREI. The only thing MCKS has going for it imo is a 5% bigger NAV discount. BREI beats it on yield, LTV, portfolio diversification (MCKS 70%+ offices, BREI is 44% industrial/logistics). Rent collection similar. Still rate BREI best of the bunch.
skyship: Well, I bought a few of your perhaps as I added first thing today. The two best value REIT plays seem to me at the moment to be BREI & MCKS: # BREI at 61.2p = 35.4% discount # MCKS at 197.5p = 36.9% discount EDIT: Ah, BREI have been moving. Now at 63p for a 33.5% discount...
spectoacc: Been a seller of BREI (& a few others) today. Not sure when the FTSE gets its hangover, but can't say I'm feeling the same level of bullishness as the markets are. My sells having no effect on BREI, which should mean it's going higher for the rest of you :) I don't trust What Boris Does Next. Good luck holders.
skyship: Certainly not happy with the 4.7% yield; but then I don't expect them to adhere to a mere 0.625p/Qtr (2.5p/annum). Substantial cover at that level so my working hypothesis is for 3.25p/annum - a reduction from this year's 3.75p. That would deliver a yield of 6.13% @ 53p. A stupid mistake near the bottom of the Annual Report RNS. They try to be oh so helpful in explaining the seeming mystery of an NAV DISCOUNT. In doing so - they get it totally wrong. Hilarious - see below: =============================================================== Discount or Premium - The share price of an Investment Company is derived from buyers and sellers trading their shares on the stock market. If the share price is lower than the NAV per share, the shares are trading at a discount. This usually indicates that there are more sellers than buyers. Shares trading at a price above the NAV per share, are said to be at a premium. 2020 2019 pence pence Net Asset Value per share (a) 96.6 104.8 Share price per share (b) 56.0 80.0 Discount (c = (b-a)/a) (c) -42.0% -23.7%
Bmo Real Estate Investme... share price data is direct from the London Stock Exchange
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