Supermarket Income Reit Share Discussion Threads

[dartboard1] 10/7/2024 21:26

Just concerned they've bought low quality properties... but it's carrefore ... good brand, so maybe they build from here. Get some better assets on the next purchase. The post previous with the Eddison link are saying they have £100m additional spend on the loan ... so maybe there's more to come

[nickrl] 10/7/2024 20:45

Have to say im wary wary about the French acquisition feels like an attempt to try and boost income but also give the property team something to do.

[my retirement fund] 10/7/2024 18:46

Cheaper. Some of the inner city Carfours make your Average Tesco Superstore look small.

[dartboard1] 10/7/2024 18:08

If you looks at the French properties they acquired, they're much smaller than the Uk super stores. Most of the car parks in Uk stores are 400+ the French ones are 150 ish ... is this a French thing having smaller stores, or have they bought in cheaper rural locations???

[petewy] 10/7/2024 17:59

Thumbs from Edison
hxxps://www.edisongroup.com/research/the-next-stage-of-growth/33795/?j=233953&sfmc_sub=20153769&l=715_HTML&u=6976669&mid=536001663&jb=1006

[chucko1] 10/7/2024 16:15

Still holding large - no sales.

Chucko1 1 - Prew 0. Nevertheless, still in the early rounds, but waiting for clear line of sight of his jaw.

[spectoacc] 10/7/2024 13:38

Thanks for that.

Stasis would be fine. SUPR's cheap IMO.

[igoe104] 10/7/2024 11:29

Supermarket Income REIT — The next stage of growth

[scruff1] 08/7/2024 18:56

Isnt the share price supposed to rise just before ex div !!!!

[rongetsrich] 04/7/2024 17:44

Thanks, I'll look into

[holts] 04/7/2024 08:40

Ron , slightly different RECI.

[scruff1] 04/7/2024 07:05

Div 1.515p Ex 11/7 Pay 16/8

[scruff1] 04/7/2024 07:05

Div 1.515p Ex 11/7 Pay 16/8

[marketmuser] 02/7/2024 11:08

Yup and max £10 p.m. for their SIPP. Avoid funds and stick to shares (incl ETF's and IT's) and that's pretty competitive, esp for larger pots.

[cc2014] 02/7/2024 07:27

That is AJ Bell's platform fee. 0.25% to hold shares but max fee of £42 a year.

That's the dealing account. SIPP's, ISA, LISA fee structure vary.

[weaverbeever] 02/7/2024 07:19

Ajbell list of charge state 0.25% per .o th for hold this. Is it because reits are more expensive to hold?

[return_of_the_apeman] 21/6/2024 16:26

Have all but one of the above and SOHO, social housing,inflation linked, 9.58% yield and a 55% discount

[riverman77] 21/6/2024 15:46

I would add SHED - a good quality industrial play on a roughly 25% discount (last time I looked) - strong demand and limited supply of last mile warehouses is leading to strong rental growth. ASLI also worth considering as another wind-up situation - similar assets to EBOX.

[joey52] 21/6/2024 15:42

Rongetsrich
Have a look at API and ASLI, both have decided to wind up.
Decent yields and discount to Nav.
Check the boards, good info from posters and DYOR.
Also SERE might be worth a look at for the same reasons of discount and yield

[garbetklb] 21/6/2024 15:35

RR - I'd look at :

API - very different situation as they are being wound up. You currently get about 75p of property for about 50p; v round numbers. Plan is to sell in the next couple of years, during which we'll still receive (reducing) rental income. Risk is that it doesn't go according to plan & some assets end up being sold for less than their current assessed value. But there is a substantial safety margin.

EBOX - European distribution assets. About EUR0.95 of assets for about EUR0.69. Possible bid from Brookfield announced 3 June. Regardless, good assets available well below valuation paying a decent dividend. nb available in EUR as BOXE, GBP as EBOX - II will allow you to buy EBOX, but has to be a telephone trade (at internet charges) and you must have read the KID as they will ask you for the risk rating......!

Both of these have v good ADVFN bulletin boards, mercifully free of unhelpful posters. Good luck.

[rongetsrich] 21/6/2024 15:19

This is my first meddle with REITs, saw this on recommended in Thisismoney, saw SREIT in a magazine and found PHP. I'm very top heavy in Aviva/ LGEN/ MNG and PHNX, so this is the start of my diversifying. Are there any other REITs that you guys also invest in?I'm approaching retirement so growth is a nicety now.

[speedsgh] 21/6/2024 15:10

Ron - try this calculator...

[rongetsrich] 21/6/2024 14:14

Just seen!! I've totally messed that calc up!

[drg] 21/6/2024 13:59

rrich 35/7000 = 0.005 x 100 = 0.5%