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
  1.20 1.63% 75.00 231,954 16:35:21
Bid Price Offer Price High Price Low Price Open Price
74.20 75.00 74.20 74.00 74.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 17.01 -8.89 -3.80 179
Last Trade Time Trade Type Trade Size Trade Price Currency
17:18:20 O 1,034 75.00 GBX

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Date Time Title Posts
10/6/202110:59REIT. 6% Yield . 20% discount to NAV218

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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 73.80p.
Bmo Real Estate Investments Limited has a 4 week average price of 68.20p and a 12 week average price of 68.20p.
The 1 year high share price is 80p while the 1 year low share price is currently 50p.
There are currently 239,055,539 shares in issue and the average daily traded volume is 281,346 shares. The market capitalisation of Bmo Real Estate Investments Limited is £179,291,654.25.
spectoacc: Can never make mind up on BREI but the industrial weighting has got me adding again. c.25% discount to a NAV that may well be up again next month.
alan pt: I don't normally post, but I do read a lot, so I can see that there are some very experienced investors here who like SREI. That puzzles me a little - like SLI, the collection numbers aren't good (at least compared with BREI, EPIC, SERE) I get that the buybacks generate some short/medium term gain, but I find it disappointing that they spend money on that (and on paying a big loan repayment penalty) rather than investing in properties in a depressed market With SLI I take the point that they seem to be favoured as a long term hold and may return to a premium, but that seems less true with SREI Obviously I'm missing something, but I can't work out what it is? Sorry, maybe this belongs on the SREI chat!
skyship: "Happy to sit in any & all of them. Paid to wait" Exactly; though like you I do switch around a fair bit as ones become fairly/fully valued as others get left behind or find a seller... No longer hold RGL on valuation grounds. Currently holding AIRE, BREI, CLI & (of course) SREI. Missed the BREI sell-off yesterday; but doubled up this morning at 70.2p.
spectoacc: Happy to sit in any & all of them. Paid to wait, and even if govnt gets away with more restrictions (quietly imposed, now withdrawn), all have shown they can cope. SLI and SREI the picks IMO, thanks to support of buybacks. SLI also nearer to a UKCM/PCTN in that it'll likely go back to par eventually. Got plenty of BREI, BCPT, EPIC, SIR. No RGL, AIRE, AEWU on valuation.
mister md: Well, bought into BREI for the first time yesterday - bit of a sell-off across the sector yesterday and it seemed particularly hard hit - nice income share.
essentialinvestor: Alan, out of SLI, SREI and BREI, it's arguably BREI that has the higher quality portfolio, mentioned that here previously. Your comment on SLI is fair, the only point I would add is they may have more recovery potential and firepower to continue reshaping their portfolio. That being said, a lot depends on good execution.
playful: Demonstrating good resilience: Interim results in respect of the six-month period ended 31 December 2020 • Net asset value total return* of 3.0 per cent • Portfolio ungeared total return* of 3.4 per cent • Annualised dividend yield* of 4.8 per cent based on the period end share price • Dividend cover* of 118.9 per cent for the period
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.
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: 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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