Real Estate Investors Share Discussion Threads

[tiltonboy] 16/1/2019 14:41

It's been good, but probably our last. Still wish I was in the Windies though.

[skyship] 16/1/2019 14:36

Hope you both manage to have a great holiday...

[tiltonboy] 16/1/2019 14:30

It was one of our original plans, but have come back to Gambia, and got Julie's carer with us.

[skyship] 16/1/2019 14:10

Over to watch the Windies series?

[tiltonboy] 16/1/2019 13:48

Was 800k left before I came on my jollies.

[hugepants] 16/1/2019 13:04

Despite the quoted ask price of 54p you can buy at 51.5p online. Still an overhang here.

[tiltonboy] 07/1/2019 14:06

Well worth it if they continue to grow NAV and dividends at the rate they have been doing.

[sleepy] 07/1/2019 14:00

Tilts - trust you feel that CEO and FD pay is money well spent!

[tiltonboy] 07/1/2019 13:58

Just picked up a decent number at 50p

[sleepy] 07/1/2019 13:56

Poacher - you could take a look at how much CEO and FD trouser

[poacher45] 07/1/2019 13:53

Assets, Occupancy, Rents and Dividends going up. I am waiting for skyship to tell me what is wrong with RLE.

[winsome] 07/1/2019 13:31

Certainly seems a good deal on the Quadrant. It was advertised for sale 10% above what they paid for it and that was already a reduced price. One to keep tucked away for the div

[tiltonboy] 07/1/2019 13:16

The NAV figure will come with the results.

[sirgainalot] 07/1/2019 08:48

Much positive commentary, but where is the NAV/portfolio growth number to back it up?

Or do they not put these in trading updates?

[cwa1] 07/1/2019 08:02

Yes, that's a very solid update. Suspiciously positive in fact these days ;-) Though I've come to loathe that "strong and stable" strapline since Theresa debased it so thoroughly.....

Onwards and upwards hopefully.

[hugepants] 07/1/2019 07:35

More than decent!

[tiltonboy] 07/1/2019 07:11

I would say that was a pretty decent update, and vindication of style.

[hugepants] 28/12/2018 10:52

This is now yielding 7% now and at a near 30% discount to NAV. Compares very well to other regional focussed REITs.

[sleepy] 19/12/2018 14:21

BB - I think you make an interesting point here. My impression is that dividends paid by REITs are very largely PIDs but in RLE’s case it seems that only about half the dividend is PID?

[belgraviaboy] 18/12/2018 17:54

Divi non-PID hmmmm......

IIRC it was a PID distribution last year

What has changed?

[skyship] 14/12/2018 17:38

I concur with the 2nd part of your sentence.

[poacher45] 14/12/2018 16:58

That is because they are better but you cannot see it.

[skyship] 14/12/2018 16:04

These are holding up remarkably well. Most other propcos are having a tough time of it.

[dendria] 16/11/2018 13:35

One of IC's tips of the week 15/11/18 'Real Estate Investors - a regional gem'.

[epo001] 13/11/2018 19:49

Whereas I am continuing to hold. Value steady and a reasonable dividend.