Tr Property Investment Share Discussion Threads

[andyj] 21/11/2024 02:25

Bought in here at 3.08 as a long term holding.

[essentialinvestor] 23/10/2024 15:32

Added a small amount today.

[trcml] 04/9/2024 15:03

Segro buying Tritax

[wad collector] 30/8/2024 10:17

It is recommended by Pilling , who see it as a play on the property market without big loans to finance, with a balance of uk/Europe exposure and a strong manager.
Yes they may be wrong though your suggestions also carry risk , I view the term that this "will" give a 25% profit in that timescale as the wrong word.

[skyship] 28/7/2024 07:57

wad - 2% discount and a 4.7% yield!

What exactly made you decide to buy TRY, when so many high discounts and high yields in the REIT sector to choose from?

Best bets might well be the two abrdn REITs in wind-down - see VL thread. API & ASLI will provide you with a 25% profit in c18months - a whole lot better than you are likely to see here.

[wad collector] 26/7/2024 21:47

Back in here after a gap of about 35yrs! Think I sold for about 50p.
Looks like nothing has changed except the share price

[nickelmer] 27/6/2024 07:23

Yes buy at a 10p discount for long term hold, added to my holding

[the deacon] 27/6/2024 07:09

XD today. 10.05p

[topvest] 26/6/2024 15:13

Same here. Sold a residual Helical position and nearly doubled-up here.

[essentialinvestor] 26/6/2024 14:15

Added a few.

[speedsgh] 17/6/2024 07:19

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Marcus Phayre-Mudge, manager of TR Property (TRY), and James Dawes, finance director at 3i Infrastructure (3IN).



0:04:59 – Q&A with Marcus Phayre-Mudge

0:05:59 – Early comments on Special Opportunities REIT (SOR)
0:11:39 – TR Property, the trust
0:18:16 – Opportunities in the sector
0:24:40 – Consolidation
0:31:48 – Discounts
0:37:15 – Potential impacts from the upcoming UK election

[skyship] 12/6/2024 07:36

No surprise there then. Damned stupid idea. Phayre-Mudge of TRY saved the embarrassment of seeing his new investment immediately move into a loss!

[speedsgh] 30/5/2024 13:11

TR Property and Spain’s Bhavnani family back Special Opps Reit launch -

[essentialinvestor] 04/5/2024 10:01

Better week.

[essentialinvestor] 30/4/2024 17:09

Vonovia has been a costly hold on a 5 year basis l, 40% Down.

It's by far TR's largest holding.

[essentialinvestor] 29/4/2024 19:25

Added s few today, rate cycle about to turn and the longer term record here is none to shabby.

As with the wider sector, it takes a hit on risk off.

[nickelmer] 29/4/2024 06:23

trcml, so are you saying you have a positive view on the prospects for TRY?

[trcml] 26/4/2024 13:55

Many investors are chasing yield but wonder why their choice of property company doesn't perform. The short answer is that high-yielding property indicates low or no capital growth. TRY has continental property companies and is a low-cost way in. As for TRY's investments not paying dividends, such have resumed, and any that still aren't are probably close to resuming. The UK market for commercial property is picking up.

[nickelmer] 18/4/2024 07:28

Are we expecting these guys to cut their full-year dividend payment after they flagged so many of their investments had stopped paying dividends in the short term, or will they use reserves to hold the dividend level?

[hindsight] 15/3/2024 09:27

I hold some but wondering why its not at a bigger discount like most of the trust world

[raj k] 15/3/2024 08:20

I guess it all boils down to can the indivdual investor think they can do a better job navigating the myriad of property companies and REIT's and outperforming the managers at TRY. I know some can but i feel more comfortable letting the chaps at TRY do it. It has performed well over time. I know that doesnt mean it will in the future.

[essentialinvestor] 15/3/2024 07:05

Critics of TRY might say ..you are effectively paying double fees, however I like TRY fwiw and your comment on their performance re many individual UK listed REITS, is slso valid.

[raj k] 15/3/2024 06:54

TRY doesnt seem to get much airtime here. I guess becuase its a trust of other trust/ property companies? When i look at the performance, its beaten many other REIT's . Its my largest holding in property. Do any of you hold it or pick indivdual REIT's?

[skyship] 24/11/2023 15:56

The usual Phayre-Mudge rant - dream on sonny!:
==============================================

The investment community must learn to support opportunistic (and earnings accretive) capital raises rather than wait for share prices to trade at premiums before raising. The inherent issue with that traditional approach is that listed vehicles are flush with capital far too late in the cycle. Simultaneously we must all encourage consolidation amongst the plethora of smaller companies. The closure of many of the remaining open-ended, daily dealing PAIFs (property authorised investment funds) reduces the alternatives for private investors and the listed sector must grasp the opportunity. There is clear demand for exposure to real estate in a liquid structure through a closed-ended listed structure. However liquidity comes with scale and we welcome further consolidation in the sector.