Real Estate Investors Share Discussion Threads

[hugepants] 10/1/2018 15:05

I've also bought some more at these levels. Also purchased some PCA since it looks like it is on a similar yield and discount to RLE.

[ntv] 02/1/2018 11:31

had a little punt down here but maybe to early
yield is great

[skyship] 31/12/2017 16:48

CREI isn't my favourite in the new "Income" sector due to its NAV premium. Personally I prefer EPIC, RGL & RLE; but whichever, this interview explains exactly why I believe the sector to be safe for income and growth:

[skyship] 11/12/2017 15:22

Likewise - and assuredly so IMO. In any case, Tilts wouldn't let them!

The EPIC & RGL acquisition and fundraisings were good moves for shareholders; however the PCA issue was an absolute disgrace.

[hugepants] 11/12/2017 12:18

"Our market reputation, available capital and banking facilities, will allow the Company to capitalise on market opportunities in 2018 and continue to grow our property portfolio."

Are they trying to communicate they have no intention of diluting shareholders with a placing unlike some other REITS?

[hastings] 11/12/2017 08:06

Positive news this morning and further commitment to the progressive dividend.

[tiltonboy] 07/12/2017 16:14

A bit of it was mine.

[badtime] 07/12/2017 09:53

Tilts 'few' are probably those trades at 57 from yesterday

[skyship] 07/12/2017 07:50

Fact of life - There's the Market price; and then there's the Tilts price.

I well remember your coup @ 50p when I was trying to buy @ 58p!!!

[tiltonboy] 06/12/2017 17:38

I picked a few up at 57p after the announcement.

[skyship] 06/12/2017 17:00

Indeed:

"Marcus Daly, Finance Director of the Company, bought 40,000 Ordinary Shares at a price of 58.5p per share. Following this transaction Mr Daly holds 1,680,000 Ordinary Shares, representing 0.90 per cent of the Company's issued share capital."

[badtime] 06/12/2017 16:45

Nice directors buy

[ntv] 08/11/2017 09:21

I don't think it will wake up. Seems to be making progress on lowering long term debt cost as well as occupancy as it is now 95+% and climbing
Debt cost reduction of 1+ % will feed straight through to the bottom line
steady as she goes does the job

[belgraviaboy] 08/11/2017 07:23

Gone to sleep recently but solid update this morning could wake them up (hopefully)

[tiltonboy] 19/9/2017 13:29

They have done it before, but I would hope they won't do it again.

[badtime] 19/9/2017 12:27

Have they indicated they will?

[ntv] 19/9/2017 11:42

hope they don't do what PCA have just done which appears to be more about directors egos than creating shareholder value

[badtime] 18/9/2017 12:10

Far too sensible ..I thought the owners liked someone they can do selfies with :)Yes..steady as she goes is good enough for me

[tiltonboy] 18/9/2017 10:34

Steady as she goes.

Lee Carsley.

[badtime] 18/9/2017 10:10

Results look fine to me..Tilts u must be really happy with that wodge u picked upNext Brummie manager?

[hugepants] 01/9/2017 11:04

There seems to be an overhang here. These are currently 56.7p to buy online which is below the mid price. 5.3% yield and 15% discount to NAV at that price. Is that better value than the other regional REITs? Interim results and a quarterly dividend due this month.