Residential Secure Income Share Discussion Threads

[tyranosaurus] 05/7/2017 13:36

Sold out of AEWL and gone for these.

[jonwig] 03/7/2017 07:32

A good article, thanks. I haven't committed myself yet, either way.

[daveofdevon] 03/7/2017 07:08

A good long term buy says Midas in the mail

[jonwig] 29/6/2017 06:42

Could do: retail bonds for social housing are always snapped up early, and the income stream is pretty secure.

I haven't read the prospectus yet, but I'd check the risk factors section ("political risk").

[quepassa] 28/6/2017 19:45

Anyone think this might go to a premium??

Quite a bit to raise - up to £300m

??

Views appreciated.

ALL IMO> DYOR.
QP

[skinny] 27/6/2017 15:06

And from AJ Bell -

[jonwig] 27/6/2017 14:58

Thanks Skinny: adds to the pool. (Am just visiting after lunch, before the washing up, trying to delay the latter!)

[jonwig] 26/6/2017 09:03

More to follow in the header - maybe.

I'm already overweight in propcos and, as already mentioned by a poster, the rush of new REITs to market is possibly a bad signal. Add to that the likelihood of meddling by a future Labour government (who can say?) might add unwanted political risk.

Some details and links here:

[jonwig] 26/6/2017 08:59

. .


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Dealings commence 12 July 2017. 180m shares at 100p.

Significant holdings (July 2017):

Schroders ....................... 26,810,659 14.9%