Share Name Share Symbol Market Type Share ISIN Share Description
Warehouse Reit LSE:WHR London Ordinary Share GB00BD2NCM38 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.70p -0.72% 97.10p 96.60p 97.60p 98.00p 98.00p 98.00p 69,741 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 6.6 8.4 5.0 19.3 161.19

Warehouse Reit Share Discussion Threads

Showing 126 to 149 of 150 messages
Chat Pages: 6  5  4  3  2  1
DateSubjectAuthorDiscuss
14/11/2018
12:34
The big deal about portfolios. https://tinyurl.com/ydxpdhda
igoe104
13/11/2018
17:10
Couple of nice buys 60000 and 100000 Building nicely
delboy99
13/11/2018
13:49
Note for the diary. the Board has also declared a second interim dividend of 1.5 pence per share in relation to the three months to 30 September 2018. The dividend will be paid in full as a PID on 28 December 2018 to shareholders on the register on 30 November 2018. The ex-dividend date will be 29 November 2018.
igoe104
12/11/2018
10:31
Hi Skyship, EGL I bought earlier this year when it dipped to 115 for a bit. It's 5% of my income portfolio. Utilities, mostly foreign earnings and therefore diversification the attraction for me. DGOC my largest income holding - divi could be 12-15cents there over the next 12 months. On the surface a stunningly good buy at the moment given gas prices up 30% in just a few weeks! But can reverse etc. DYOR. Happy to hold and reinvest income here given results this morning. It's hard to grow nav in first 12 months for a property fund because the costs of acquisition of initial positions so high.
nimbo1
12/11/2018
07:28
Lovely: NAV up (105.7p), gearing down (37.1%), WAULT up (4.2 years). "Neil Kirton, Chairman of Warehouse REIT, commented: "This was a strong period for the Group, as we maintained our focus on both knowing our tenants and understanding their needs. We continued to demonstrate our ability to extract value from the portfolio. The Group has undertaken substantial asset management activity in the period, including numerous renewals and re-lettings at rental levels ahead of ERV. This in turn supports the Group's robust and growing income stream, which allows us to pay attractive and growing dividends to shareholders. There continues to be significant reversionary potential in the portfolio and we look forward to reporting further value creation in the second half of the year. We remain ambitious to grow and continue to both source and attract deal flow within the asset class." Andrew Bird, Managing Director of the Investment Manager, Tilstone Partners Limited, added: "The market remains attractive and we continue to see substantial tenant demand for good-quality, well-located urban warehouse assets. Vacancy levels across the market are low and the supply of new assets remains constrained, with replacement costs being higher than capital values. Coupled with the continued growth in ecommerce, these market conditions are feeding through into rental growth. We therefore expect the Group to make further progress over the remainder of the year."
spectoacc
12/11/2018
07:04
Directorate Change
skinny
11/11/2018
08:00
@Sky - on paper, EGL not nearly as good as the many property REITs around. But it's a managed utilities fund - not risk-free, but a lot safer in a recession. Also not too UK-orientated. Quarterly dividend payer & basically the old ECWO but without the cr*p. http://www.ecofin.co.uk/eco/uploads/monthreview/September_2018_Final.pdf
spectoacc
10/11/2018
13:54
Specto/Nimbo - EGL? A 5.1% yield and a 10% discount - doesn't cut it for me. What is the attraction compared to so many others? RGL does of course remain my largest holding at a 12.5% allocation (8.0% yield and f/c 15.5% NAV discount to Dec'18); with 2nd largest perhaps the most conservative player in the field - Highcroft (HCFT) on a likely Dec'18 yield of 5.7% and discount of 23%.
skyship
09/11/2018
12:07
Yes, having bought BBOX @100.95p initially for the yield, I'm beginning to wonder whether its time to move on?
skinny
09/11/2018
11:58
@nimbo1 - we're in a lot of the same! EGL a favourite of mine (mainly for the discount) & still in DGOC too. GSK - hmmm.. ;) BBOX running out of giant boxes to buy I wonder? SHED can sell them some last mile stuff :)
spectoacc
09/11/2018
11:10
i didn't realise that - v useful info
nimbo1
09/11/2018
10:05
It is not going to hurt that BBOX are seeking to change their investment policy to enable them to invest in smaller 'last mile' facilities. As SpectoAcc says, there are some decent opportunities out there at the moment - once the political outlook becomes clearer - I see these quality 8%+ yielders re-rating fairly quickly.
belgraviaboy
09/11/2018
09:44
Regional REIT I will be adding to in due course! My main income plays are currently regional reit, diversified gas and oil, GSK, EGL and Foresight / Bluefield solar. I also own a US listed REIT called STAG industrial which is secondary industrial holdings.
nimbo1
09/11/2018
09:19
Indeed :) Or the next crisis! I do like WHR - and hold - but interesting how much good value there seems to be out there - SHED another favourite, AEWU, RGL, plenty more - yields, active management, growing NAV, NAV discounts - we're being spoiled.
spectoacc
09/11/2018
09:15
then we can get back to discussing asset management and nav below the cost of replacement blah blah :)
nimbo1
09/11/2018
08:51
....Until Monday when the EU deal is announced ;) (Sounds like it's sticking over UK fisheries).
spectoacc
09/11/2018
08:36
Heard an interesting comment at a logistics dinner the other week - apparently rents are increasing in the warehouse space because everyone is stockpiling due to brexit. So trends should be positive here and I'll be interested to see how that is feeding back into their nav calculations.
nimbo1
04/11/2018
12:52
Mentioned in Today's Sunday mail - I assume an update of the above link.
skinny
03/11/2018
22:24
Midas tip in DM. https://www.dailymail.co.uk/money/investing/article-6349331/MIDAS-SHARE-TIPS-Online-shopping-booming-try-firm-earns-cash-deliveries.html
eeza
02/11/2018
12:10
Thanks maiken - having already SGRO and BBOX, I'm wondering whether to add another industrial property stock. Swapping some SGRO (premium to NAV) might be a way.
jonwig
02/11/2018
11:56
last reported NAV is indeed 102.1p.Interims due 12th Nov. WHR does concentrate on 'last mile' smaller boxes although that still includes some motorway corridor stuff.One of the biggest sites sits on the M8 in Scotland. Their portfolio currently valued substantially below cost of new build.
maiken
02/11/2018
11:21
From the FT reporting "UK construction activity brightens in October — PMI survey": The commercial segment appears to be sustained by urban-focused developers responding to the still-buoyant growth of many regional cities, while the UK’s insatiable appetite for online shopping is driving the construction of distribution space in and around key transport hubs, ... Https://www.ft.com/content/cf383a8a-de79-11e8-8f50-cbae5495d92b Doesn't WHR concentrate on smaller urban boxes rather than the big stuff along motorway corridors? Has there been a more recent NAV than 102.1p on 31/03?
jonwig
01/11/2018
19:01
c.110 or above imo. Segro Targeting 18% growth I think. WHR secondary markets - so the growth is delayed but most of the disposals have been well above book value and rents are rising within the portfolio. No way it should be trading sub £1 in my view but I don't care as am buying just for the income - any capital growth a bonus. Got some at 92 on the dip and 96 yesterday.
nimbo1
01/11/2018
09:23
Results Monday 12th November - is it time to play guess the NAV?
belgraviaboy
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