Starwood European Real E... Share Discussion Threads

[edwardt] 01/11/2022 06:20

I will take the cash happily at 1.02

[makinbuks] 31/10/2022 18:03

That would be a great shame, this team have proved themselves as extremely competent and deserve a better rating.

[stemis] 31/10/2022 15:35

It apparently means a winding up...

[makinbuks] 24/10/2022 09:29

Not sure what they mean by this:

"In addition, the Board has been consulting with investors in recent weeks in recognition of the ongoing discount control assessment period."

They have £139m maturing in the next 12 months so plenty of cash around

[makinbuks] 21/7/2022 08:47

A share buyback programme is a clear indication that the portfolio continues to perform. Rising interest rates are going to work in our favour too with a high proportion of the portfolio lent on a floating basis

[makinbuks] 22/4/2022 11:54

Another positive update this morning. I like the fact that they don't just look at the economic indicators that directly affect them but those of their customers too.

[killing_time] 22/4/2022 08:20

Starwood European Real Estate Finance Limited (the "Company") has declared a quarterly dividend in respect of the first quarter of 2022 of 1.375 pence per share as targeted, payable on 27 May 2022 to Shareholders on the register at 6 May 2022. The ex-dividend date will be 5 May 2022. The targeted full year dividend is 5.5 pence per share equating to an annualised dividend yield of 5.9% based on the closing share price on 21 April 2022.

[killing_time] 20/4/2022 07:13

SWEF NAV up to 103.13p for March.

[killing_time] 24/3/2022 07:07

Results out today, all look ok.

[killing_time] 03/2/2022 08:39

XD today, 1.375p payed on 25/2/2022

[killing_time] 03/2/2022 08:37

New Thread

[killing_time] 03/2/2022 08:36

!FOLLOWFEED
STARWOOD EUROPEAN REAL ESTATE FINANCE LIMITED is an investment company listed on the main market of the London Stock Exchange with an investment objective to provide Shareholders with regular dividends and an attractive total return while limiting downside risk, through the origination, execution, acquisition and servicing of a diversified portfolio of real estate debt investments in the UK and the wider European Union's internal market.

[killing_time] 21/1/2022 11:01

Thanks Makinbuks

From LSE site:
Starwood European Real Estate Finance Limited (the "Company") has declared a quarterly dividend in respect of the fourth quarter of 2021 of 1.375 pence per share as targeted, payable on 25 February 2022 to Shareholders on the register at 4 February 2022. The ex-dividend date will be 3 February 2022. The targeted full year dividend is 5.5 pence per share equating to an annualised dividend yield of 5.8% based on the closing share price on 20 January 2022.

[makinbuks] 21/1/2022 10:59

No I read Investigate every day for RNS's. Purely on a time basis I only tend to read the 7am announcements. This is the link to todays announcement:



but if you click on the "Todays Announcements" button you see a full list of them

Theres a similar feed on the LSE site

[killing_time] 21/1/2022 10:51

Hi Makinbuks, it would be good to have a news link to this site, where are you picking up the RNS from, Their main web page ?, thanks KT.

[makinbuks] 21/1/2022 10:42

Really positive update today from this unloved solid income producer. Particularly liked:

"all loan interest and scheduled amortisation payments paid in full and on time"

coupled with:

"The Manager believes that the current investment pipeline is at its strongest since the Company was established, and sees attractive opportunities to create further shareholder value. Therefore I, and the Board, look forward to the future with confidence"

[killing_time] 18/1/2022 09:51

M1das_Touch

Hi, if you still monitor this board could you please go into edit and click on the news box please, thanks KT.

[stemis] 10/10/2021 13:52

Surely if interest rates do start to rise then the rates SWEF charge will also increase, leading to higher dividends?

[playful] 07/9/2021 07:05

I love this comment….

The Investment Manager believes the current investment pipeline is the strongest since the Company was established

[makinbuks] 11/8/2021 18:02

With todays announcement the manager is trying to say why is the market not rating us at a premium for our yield when they are willing to do so for so many arguably less secure infrastructure and property backed trusts. I agree, this is underpriced in my view and the team deserve a lot of credit for not incurring any defaults through the pandemic. I will increase my holding and follow these guys for the long term hopefully

[playful] 25/7/2021 21:58

Incredibly serene here

[makinbuks] 23/4/2021 14:29

Yes very encouraging update today justifying the lack of any writedowns. Positive statements on pipeline

[playful] 23/4/2021 13:13

Happy to have got in here when I did.

[makinbuks] 22/4/2021 11:00

Todays acquisition is in an interesting sector. Pleased to see gearing being deployed to back the managers judgement.

[edwardt] 26/3/2021 17:00

am in too.