Urban Logistics Reit Share Discussion Threads

[twells1] 28/1/2021 11:39

The London Metric RNS says they bought two urban logistic assets ( note lower case) but it does not say they bought two assets from Urban Logistics ie Shed. Does anyone know if they were previously owned by Urban Logistics or someone else
Note the 4.7% yield
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[barbello] 28/1/2021 11:01

No SHED RNS but London Metric announces that they bought a couple of assets from them. I quite like to see them sell a bit as well as buy stuff as it suggests their is a two way market and a decent bid.

[adamb1978] 28/1/2021 08:42

Agree Nimbo. Have a few BBOX and SHED

[nimbo1] 28/1/2021 08:27

Good update from big box. I wish Shed would move to a 1/4 er'ly divi.

[cwa1] 20/1/2021 16:48

Nice to see steady progress here and solid volume as well

[cwa1] 18/1/2021 17:16

Decent volume today

[pdt] 18/1/2021 14:19

I have joined you today for the reasons given in the recent posts above. Already a holder in BBOX, WHR and SUPR. Good luck all.

[nimbo1] 18/1/2021 14:07

There’s been an overhang for a while - nothing more than that imo. I bet it gets tipped soon by telegraph etc

[dhoult12] 18/1/2021 13:45

I've topped up.. Could be wrong but seems odd that the valuations of these assets won't increase in line with others.

Full disclosure also hold BBOX but not WHR.

[cwa1] 18/1/2021 13:27

Let's hope so, seems stubbornly pinned down at these levels

[nimbo1] 18/1/2021 13:16

Yep closest thing you’ll find to free money here at this price imo

[igoe104] 18/1/2021 09:09

Bbox and WHR doing well again today. Come on SHED wakey wakey....

[williamcooper104] 15/1/2021 11:53

Valuations are up a good 10-15 percent

[nimbo1] 15/1/2021 11:45

The valuation didn't move last time round because all red book valuers just paused everything last year due to the uncertainty - ie. kept valuations flat even though rent collection strong and sector in demand. I expect a decent revelation next time round as they catch up and reflect the lower yields now being paid in the market - like bbox.

[barbello] 15/1/2021 08:48

Encouraging, if predictable, news of 99% rent collection. Solid high yielder, pop it back in the box and forget about it...let the power of compounding do its stuff.

[igoe104] 14/1/2021 08:52

Surprised these haven't nudged up with BBox positive news.

[nimbo1] 14/1/2021 08:48

My friend has a logistics fund and has been outbid on things by WHR and Shed - competition is fierce and yields are compressing. Like BBOX announced this am. Its good news for those with existing high quality portfolio's. Should see good gains here over the next 12 months.

[igoe104] 05/1/2021 10:08

Added a few this morning, hopefully it will catch up with the other warehouse investments soon.

[dhoult12] 04/1/2021 15:35

Yes BBOX is flying. Don't discount the lack of liquidity here either. All it takes is one big seller or buyer to depress or gap up the price.

I'm still expecting or at least hoping for a jump up at some point to par with WHR

[chucko1] 04/1/2021 15:32

Yes, but WHR got a huge write up and these are for the long run and very defensive, anyway!

If the market goes down 15p points tomorrow owing to renewed COVID fears, these will still just sit there!

[igoe104] 04/1/2021 15:06

Disappointing share price compared too my other two investments in the sector - WHR and BBOX.

[jbarcroftr] 16/12/2020 15:05

You have to take your hat off to Shed.Management keep on buying quality assets at circa 6% below the open market value imho

[dhoult12] 12/11/2020 09:41

Can anyone explain the change in net asset accounting?

Also note the management fee increase as % of admin costs. Wow. Says ratchet going forward but cant see any detail?

[jbarcroftr] 11/11/2020 09:33

Assets comfortably over155p