Tr Property Investment Share Discussion Threads

[topvest] 03/1/2022 14:24

I think TRY is possibly a better real estate hold than buying individual property company shares. I am certainly mulling that over, going forwards.

[brexitplus] 20/12/2021 11:50

TRY has done me very well over the years. I've always reinvested the increasing dividends so now have a dividend yield of over 20% on my initial investment. Also have large holding in Supermarket Income Reit (SUPR) with which I do the same, both to give me a tax-free income supplement when required. Not required yet happily.

[petewy] 19/12/2021 12:17

Yes a quiet board but it's a good share and only news gets reported and no idiots.

[skyship] 18/12/2021 16:43

Continues to be quiet board here. I see I last posted in July; and below is a chart of the relative performances of those mentioned versus TRY.

BREI the stand out; whilst EPIC & SREI benefit from the higher prospective yields - 7.1% and 5.6% respectively.

Both TRY and PCTN calling for mergers of the smaller REITs trading on high discounts. IMO Directors & Investment Managers won't act like turkeys voting for Christmas; why sacrifice their nicely paid jobs. So any actions may need to be hostile.

Whether voluntary or hostile, perhaps the current best prospect is SREI on a 21.7% NAV discount and a 5.64% yield. It has a good portfolio with a good blend across sectors; also a low debt cost of 2.3%. So, a good yield whilst we wait and a 20%-25% upside on a bid.


free stock charts from uk.advfn.com

[brexitplus] 03/12/2021 09:15

Good results and increased dividend.

[lozzer69] 05/8/2021 14:45

Thanks for your suggestions and I have looked at EPIC before and will probably invest. My limited property share exposure is due to owning a commercial property. TRY continuing on an upward path.

[tom89] 28/7/2021 10:20

Skyship thanks for the heads up re BREI & SREI. You have opened my eyes. I have held a few shares in TRY for many years and not taken much interest. The weekly chart looks good as does SREI. Both riding along the 8ema and 3ema. SREI since Nov 2020 and TRY since Mar 2021. I will certainly look for others showing similar charts. SREI ex div tomorrow and approaching 200sma so maybe a drop and some resistance. Could be a buying opportunity?

[skyship] 27/7/2021 20:44

lozzer - your one and only propco! Seem to have missed and still missing great opportunities then.

Try to follow the action on the CP+ thread; and consider buying into BREI, EPIC & SREI. EPIC just bought in large scale by TRY.

[brexitplus] 27/5/2021 07:42

Increased dividend.

[lozzer69] 15/4/2021 10:21

Recently taken a position here as my one and only property fund. I think it's in the right area and good geographical spread.

[hindsight] 21/12/2020 16:07

Added few today

[caradog] 01/12/2020 10:49

From what I can gather, TRY's exposure to Arcadia is minimal - 2.6% of portfolio (March 2020) in Landsec which leases 10 stores to Arcadia Group.

[redponza] 28/11/2020 03:24

Re Brexit:
Wow, 20% yield on cost?
That's pretty amazing

[brexitplus] 27/11/2020 14:55

I'm here for the dividend. Currently paying 20% on my original investment.

[essentialinvestor] 27/11/2020 11:33

Some of the rapid sector price rebounds coming back a bit as a reality reflection bites.

Sector sentiment got a little dizzy earlier in the week.

[hindsight] 27/11/2020 09:17

Results comments may be of interest

[hindsight] 21/9/2020 16:51

Thanks, yes worth a listen

Added few more at the close today

[essentialinvestor] 04/9/2020 13:04

The last results conference call is worth a listen.

This trust gives multiple sector and country exposure, with a Brexit hedge.

[hindsight] 04/9/2020 12:51

Brought a few today, like the management fee structure, track record, a discount above its average, German exposure (eu bailout money will return there)

[brexitplus] 04/8/2020 11:01

Dividend paid today.

[essentialinvestor] 17/7/2020 15:29

I cant read charts, just attempt an uneducated guest.


TRY has some nice diversification through different sector holdings.

[petewy] 17/7/2020 13:13

Difficult. Graphs say lower although the market is stagnant. I don't think it will move a lot either way.

[essentialinvestor] 17/7/2020 11:59

Added a small amount this morning.

It's bouncing around in a tight range between 3.33-3.43 approx level atm.

May indicate we are building up to a larger move?, the direction of which
is more difficult to call, if I had to guess then perhaps a break lower at some point,
but who knows etc.