Tr Property Investment Share Discussion Threads

[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.

[essentialinvestor] 24/6/2020 14:28

Quality presentation and the shares perhaps worth a look on weakness.

As someone highlighted the mid March NAV low is a useful indicator re the share price.
If you can buy below or near to that level, gives a good margin of safety?.

Surprised the Manger did not cut exposure to Paris office space as valuations
late last year were priced for absolute perfection. Always easy after the event.

[westofengland] 21/6/2020 20:03

Thanks Tomps2- a great presentation and good to hear MPM's perspectives.

[arja] 11/6/2020 07:28

sadly now in short term downtrend and likely to fall again today with US futures tumbling .

[tudes100] 11/6/2020 02:36

Thank @tamzinpiworld
PI World is a fantastic resource for investors, high quality presentations well worth a look at the website

[speedsgh] 10/6/2020 15:22

Fantastic presentation. A must listen. Many thanks for arranging @Tomps2

[tomps2] 10/6/2020 15:05

TR Property Investment Trust (TRY), presentation by Marcus Phayre-Mudge, Fund Manager, June 2020. An overview of the fund, and some insight to the commercial property sector during COVID-19.

At this time, TRY has a 4% yield and 9% discount to NAV.

Worth a listen:

[arja] 08/6/2020 12:20

one of the few stocks falling today and I am sorry I bought a few through CFD on friday ! hoping it will recover this week if US markets hold up !

[redponza] 29/5/2020 10:47

Excellent results in the current backdrop

[petewy] 29/5/2020 10:32

Excellent results. Had these for five years.

[tomps2] 28/5/2020 16:29

TR Property Investment Trust will be giving a webinar on Tuesday 9th June, 5pm. When, Marcus Phayre-Mudge, Fund Manager, will give an overview of the fund.

TRY gives a 4% dividend. Has a 12% discount to NAV. Property in stronger sectors. Directors have been buying in. Is a 5 star fund on Morningstar.

Register via this link:

[njb67] 15/5/2020 20:37

Tend to agree. Markets often overreact, in this case nervous investors running to the hills which exaggerates falls. Happy to continue to reinvest dividends in additional stock and take a long term view.

[panshanger1] 15/5/2020 04:33

Thanks for the heads up on thisHeld a couple of times over the years including in the Chris Turner days always a class act just got so expensive

[rambutan2] 15/5/2020 04:13

I tend to agree that it's oversold and note that the price is below the nav low set in the March plummet.

As at close of business on 18(th) March 2020, the unaudited net asset value per Ordinary share including current financial year revenue items was 310.9p (and 310.7p including debt marked at fair value). The unaudited net asset value excluding current financial year revenue items was 302.8p (and 302.6p including debt marked at fair value).

Results at end of month says April factsheet:

Full-year results will be announced on 29 May, along with the Board’s recommendation for the final dividend.

[steve3sandal] 14/5/2020 23:17

Back in today 294p. Discount 17.4%. Long time since I saw those numbers here. The portfolio is substantially positioned for the world we live in and I suspect that’s why the NAV is only down about 20%. Sp off about 33% from highs, not calculated to decimal places. Oversold IMO. I'm thinking the summer 20 dividend might be down a tad but looks like a decent yield. Not long to find out.

[brexitplus] 07/1/2020 16:26

Dividend of 5.2p paid today.

[brexitplus] 05/12/2019 21:14

A good reason to be in TRY and investment trusts in general

“Two British property funds have launched a wave of sell-offs, amid a stampede for the exits by investors which forced rival M&G to slam its doors shut.

Fund managers at Columbia Threadneedle and Kames Capital have ditched more than £156m of property from their funds in the past two months in a scramble to ensure savers can get their money back. The sales should help both stay open and refund customers who want to leave.

Meanwhile yesterday investors took £31m out of a major fund run by Standard Life Aberdeen, according to reports, add more fuel to concerns of a broader crisis in the sector.”

[brexitplus] 05/12/2019 11:46

All being “tarred with the same brush” here. TRY is a totally different animal. May provide a good buying opportunity.

ALSO Ex-Div 5.2p today.

[petewy] 17/10/2019 23:04

Thanks steve.

[steve3sandal] 17/10/2019 20:17

Happy holder. NAV up and now share price gone to a 10p premium. Monthly Fact Sheet today shows outperforming benchmark and peers. Property Trusts have done well in the last few weeks, reversion to mean?, Brexit deal boost, though that may be short lived.

[petewy] 17/10/2019 18:05

What caused the sudden rise?