Regional Reit Share Discussion Threads

[feuille] 27/12/2023 13:24

I am one. 57k at 27.4p

[panshanger1] 27/12/2023 12:09

Well done those who picked up a few in the 26/28 area A very nice return but with considerable risk as we know

[uapatel] 20/12/2023 12:57

Looks to be having a bit of recovery rise. Maybe peeps feeling more confident following that lower inflation rate. 🤞

[cruelladeville] 20/12/2023 08:33

Inflation unexpectedly falling more than thought likely. Interest rate environment should be getting easier for RGL next year. 1st rate cut by March 2024?

[feuille] 14/12/2023 15:19

You're a plonker SpectoAcc .. grade 'A'

[1knocker] 14/12/2023 11:32

Every board has one. Funny way to get your kicks.Perhaps the same one across all the boards. Could it be Megan Markle or the ginger winger? they have plenty of time on their hands.

[skinny] 14/12/2023 11:03

Wow, the downmarker is on fire today!

[arbus5000] 14/12/2023 10:46

the green shoots of the economy are there...

[cruelladeville] 14/12/2023 10:33

Oh well. Always look on the bright side of life......... LOL

[williamcooper104] 14/12/2023 10:04

QE didn't bail out any failing shopping centres A recession won't help demand

[nickrl] 14/12/2023 09:59

@CDV what corner has been turned? The bond will have to be dealt with before there is any meaningful IR reductions. Occupation is seeping away and shifting office buildings isn't getting any better if it was they would be sticking out RNS's. That said a sub 30 price gave plenty of upside when the inevitable further divi cuts come.

[cruelladeville] 14/12/2023 09:16

A corner has been turned for RGL now that it's very clear base rate is falling next year. Expectations are for as much as 1% off base rate by this time next year.

[uapatel] 09/12/2023 13:33

Re took a small position last week having sold out in the 40-38p range. Seems the churn around 29-31p has been a good consolidation point, but no real view beyond that.

[skinny] 07/12/2023 14:39

High volume yesterday also.

[panshanger1] 07/12/2023 13:43

Some big trades going through here again today Looks as if someone is building a position?

[fordtin] 26/11/2023 10:47

This interview is over a year old, but still an interesting twist to the WFH story which could become more common as the planet continues it's progress toward the peak of the current interglacial period.

"In fact, I could say at BlackRock that we have more employees in in our London office since since Covid. And you know why? We have air conditioning in our offices and they don’t have air conditioners at home."

[arbus5000] 17/11/2023 09:55

2012-15 sounds like an upgrade compared to 20-22 !

[williamcooper104] 16/11/2023 18:42

Sure; doesn't stop loan to own though Offices are like retail in 2012-15 The cycle will turn; but there's a lot pain first

[arbus5000] 16/11/2023 18:35

wc, related party transactions must be conducted on arms length basis.

i'd call a bottom in the office market, most companies have returned to office 3-4 days a week.

[williamcooper104] 15/11/2023 15:37

On D for E and who would refinance the retail bond - loan to own PE fund comes to mind They'd take security on the property owning SPV shares and put in hair trigger covenants to enable to an easy pass of the keys

[williamcooper104] 15/11/2023 15:35

Yep they are non-recourse secured lending pools So the bonds are effectively junior loans