Regional Reit Share Discussion Threads

[cwa1] 14/2/2020 09:48

Well I feel dirty, ashamed and bereft already-but I thought 120pish was a fair enough price to get out at. Hoping for an opportunity to get back in. Good fortune to the remainers regardless ;-)

[melody9999] 10/2/2020 22:33

RLE undervalued? I hold RGL and RLE. No ramp. Just an idea... DYOR.

[shalder] 10/2/2020 20:08

I sold both RGL & WHR today; I think they are both interesting plays on UK commercial property but both seem rather overcooked relative to nav and might be vulnerable to a souring of confidence if there are big scare stories re no deal brexit later this year.

[skyship] 10/2/2020 12:16

Clausentum - the next propco to switch into whilst temporarily devoid of RGL? AEWL, as I posted here on my JDT thread (Post No.19):

[spob] 10/2/2020 11:39

be safe in the knowledge that time and patience will always produce those alternatives

the next market panic is never that far away because people love to worry about things like Coronavirus or Jeremy Corbyn :)

no need to feel like the money is burning a hole in your pocket

[clausentum] 10/2/2020 11:33

Selling a fully-valued share is easier if you have a suitable alternative under-valued share in which you want to invest the money!

[spittingbarrel] 10/2/2020 11:19

I've just sold the last of mine, it's funny how you can get so attached to a share after owning it for a long time, I feel quite lost without it.

[digitaria] 10/2/2020 11:12

SKYSHIP - pat on the back from me also, for drawing attention to RGL. Mind you, when the individual who drew your attention to a stock then sells out, it can cause a crisis of confidence! Wondering whether to dump a few or all of these, or wait until the next dividend which should be due soon.

[redponza] 10/2/2020 10:14

I probably sold too soon

[skyship] 10/2/2020 10:00

….and well done you with HWG....I recall I looked again when pulling back to 120p the last time, but concerned they would drop through that support...and the rest is history.

[tiltonboy] 10/2/2020 09:57

SKYSHIP,


Well done on RGL, I have retained my holding just on the back of the yield. I am sorely tempted though.

I did take 40% of my HWG holding out at the higher levels, however.

[skyship] 10/2/2020 09:21

We all know you more than earn your bread Tilts 😄

In the meantime, SHED goes for a major placing at their underlying 137.5p NAV level, practically doubling the size of the company.



Those REITs with the confidence of the Market and so standing near/at/above NAV will no doubt all be discussing major equity issues with their advisers.

For this reason I sold the balance of my RGL on Friday - 119.2p was just too good a price to ignore, even though still providing a 6.9% yield. Hope to be back in here before too long...

[tiltonboy] 09/2/2020 22:34

Consistent long-term performance outweighs the issue of fees every day of the week.

[lord gnome] 09/2/2020 21:28

Thanks for that tiltonboy. Not something I usually bother about with the investments I have. Trust performance is more important.

[tiltonboy] 09/2/2020 21:08

LG,



Basically the running charges of the fund. It's an indirect cost to you, but it's taken into account in the NAV as spob points out.

KRO

[starpukka] 09/2/2020 20:38

Thank you spob.

[spob] 09/2/2020 20:06

it's probably much higher than 3%

lol

but haven't looked

[spob] 09/2/2020 20:03

the annual management charge affects the nav calculation

you don't pay it directly

[starpukka] 09/2/2020 19:56

On a limit order today for £3k..... this came up:-

Cost and Charges summary :-

Ongoing
0.03% (per annum)
£ 77.41 The Annual Management Charge and other fund expenses

£ 11.90 Transaction cost

I get the Transaction cost because it's £5.95 each to buy and sell a share with XO. But, £77.41 isn't even 3% of £3k ?

[lord gnome] 09/2/2020 18:47

Any chance of translating that into English for me please, bluenose?

[tiltonboy] 09/2/2020 17:08

Lord Gnome,

It's not broker charge. Under the new PRIIP's regime, the OCF of the fund have to be declared as a %.

[lord gnome] 09/2/2020 15:26

Buying shares in RGL is just an ordinary share purchase just like any other. No stockbroker should charge you anything extra over and above your normal account and trading fees, for holding these in your account.

[chucko1] 09/2/2020 15:11

3% is a guesstimate of annual fees and charges etc. For investment trusts and REITs it would be better to avoid such tick-box calculations as they are pretty meaningless.

[panshanger1] 09/2/2020 15:10

Which you have to say are very - too -high but this is a decent management team with a solid record