Schroder Real Estate Inv... Share Discussion Threads

[nickrl] 19/11/2023 11:16

HY results this weeks plus should get Q3 NAV as well might help us up a bit further although im in here for the income stream.

[yump] 19/11/2023 09:40

Exactly.

Snake Oil is no longer sold in bottles, its supported by a pseudo-scientific infrastructure.

Perhaps its widespread use is driven by the same need for meaning that drives religious belief.

[fordtin] 19/11/2023 09:27

If enough people believe in the same chart formation, it could become self fulfilling;


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[fred177] 17/11/2023 15:09

correction investec

[fred177] 17/11/2023 15:09

Rathbones increased holding is because of merger with Invesco

[raj k] 17/11/2023 11:20

Does anyone think that SREI and API are likely candidates for takeovers or mergers by bigger property companies, like CTPT recently?

[shieldbug] 17/11/2023 11:09

According to Citywire Rathbones now own 16.8% of SREI

hxxps://citywire.com/investment-trust-insider/news/revealed-rathbones-highest-trust-stakes-after-investec-merger/a2430622

[skyship] 15/11/2023 09:30

Also topped up this morning as SREI look to have been slightly left behind; though recently hadn't fallen as much as peers. Their strong B/s credentials standing them in good state:


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[yump] 15/11/2023 08:56

Cost of debt reason makes sense. Many renewables have bounced much more but their debt costs amongst other things have caused a continuous drop in the last year until very recently ( still building projects ).
SREI looked to have bottomed out months ago.

[return_of_the_apeman] 15/11/2023 08:52

Perhaps, however it joined in on the rise when uk, us and european central banks all held their rates recently - could just be that most already have the allocation they want here

[my retirement fund] 15/11/2023 08:50

Plenty room to catch up..shhhhh!

[flyer61] 15/11/2023 08:49

Well put Frazboy.

[frazboy] 15/11/2023 08:23

Because it didn't fall as much? And it didn't fall as much partly due to its lower cost of debt, perhaps?Bought a good chuck this morning tho as it looks like it's got some catching up to do, and it's a case of grabbing those safe (with a fair wind) high yields whilst you can.

[return_of_the_apeman] 15/11/2023 08:18

Any reason why this has not risen as much as the broader reit market especially yesterday?

Thought it was one of the better reits?

[my retirement fund] 02/11/2023 18:52

Happy bunny here today, probably a flash in the pan though !

[my retirement fund] 01/11/2023 11:57

Yes it was a master stroke

[mirandaj] 01/11/2023 11:15

I reminded myself about the refinancing and many other things ahead of half year results on 21st November



"Issued in June 2023

2The Company completed the refinancing of its £129.6 million loan with Canada Life in October 2019. This extended the average maturity from 8.5 to 16.5 years and reduced the interest rate from 4.4% to 2.5% per annum. The refinancing generated an immediate interest saving of £2.5 million per annum. The refinancing incurred a one-off cost of £27.4 million."

Even though Manchester continues to be as rain soaked as elsewhere, I would guess that there would be really strong interest in the available new units on the Stanley Green Trading estate (Cheadle Hulme). No doubt some of those who would like to occupy will be taking time to decide bearing in mind interest rates etc. even though it is such a good area with such high-spec units..
As seen in the past those at Schroder Real Estate Investment Trust do have a history of being able to achieve high rents and not only in Manchester area.
Interesting to see how all has been in the last quarter.

[skyship] 30/10/2023 12:03

Mid-morning 77k bt down at c39.82p in 8 transactions - 2 of which were mine.

We obviously picked up some seller's stock which hasn't yet been revealed.

[skyship] 20/10/2023 13:41

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[flyer61] 20/10/2023 12:37

No change at Stanley Royal following a recent visit.

[yump] 20/10/2023 12:03

Interesting there's been a 3% drop for quite a few mornings this week and the share price has ended up more or less level.

[skinny] 22/9/2023 06:09

Notice of Half Year Results

Schroder Real Estate Investment Trust Limited will announce its Half Year Results for the period ended 30 September 2023 on Tuesday 21 November 2023.

There will be a live webcast presentation for analysts and investors at 9.00am on the morning of the results which will be available at:

[skyship] 19/9/2023 13:19

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[yump] 19/9/2023 12:49

I’ve done my best to move the price up but its not lottery number investment.

Very simple reasoning: it was 30p when the world was going to end because of covid. Now its 40p and I don’t think the uncertainty and fear is as bad. Or at least 10p not as bad.

[flyer61] 19/9/2023 09:07

Yes that office in Manchester I wouldn't have bought if it was my money.

Wonder if the market is looking at the EPIC take out price and saying those NAVs don't count and discounting accordingly. Cashflow is King and to be fair we have a covered (just) dividend here.

This market is a bit like the weather....grim!