Warehouse Reit Share Discussion Threads

[sleepy] 24/6/2021 20:24

Sky - obviously what you say in 534 is correct. You may well regard it as irrelevant but both WHR and LXI are up over 3 years whereas SREI is down and BREI is down since its IPO

[skyship] 24/6/2021 16:01

Interesting to compare the last year's share price performance of two high discount/higher yielders (SREI & BREI) with two NAV premium / lower yielders (LXI & WHR).

SREI, BREI & WHR in a bunch with LXI the laggard.

Current Best Buy IMO has to be BREI on a 27.2% discount.


free stock charts from uk.advfn.com

[makinbuks] 24/6/2021 14:01

I'm thinking of redirecting to this Residential REIT IPO

[skinny] 24/6/2021 12:31

I've sold 25% and thrown it at SAGA & TUI.

[skyship] 24/6/2021 11:22

Seems the right thing to do - see LXI down 5.5% today on yet another placing. WHR next for sure...

[ec2] 24/6/2021 09:47

I'm in the fully valued camp as well. Have reduced my holding by 20k's worth.

[makinbuks] 24/6/2021 09:23

Sold 25% of my holding yesterday for this reason

[skyship] 24/6/2021 07:16

Hmm, don't doubt your enthusiasm , but perhaps doubt your judgement when you state BREI mainly office. The facts:

# 46% Industrial; 30% Office; 16% Retail W'hse; 8% Retail

[igoe104] 23/6/2021 21:03

Totally disagree, because of online shopping sheds will be big demand for decades to come. Whilst BREL are mainly office space less demand as more folks will be working from home. I'll stick will WHR, Bbox and shed.

[skyship] 23/6/2021 20:56

WHR on a mere 15% PREMIUM yielding 4%; and BREI on a 27.5% DISCOUNT yielding 5.22% prospective.

A no-brainer. Sell WHR & Buy BREI......

[elrico] 20/6/2021 12:07

I first feature WHR at 115p.

[skyship] 20/6/2021 09:04

Thnx to Flagon who alerted us to this article over on the EPIC thread:

[makinbuks] 25/5/2021 11:05

Agreed and don't expect further NAV uplifts of this magnitude

[markie7] 25/5/2021 10:27

buy, hold, reinvest divs, repeat. easy

[ec2] 25/5/2021 09:31

Very positive results. The 31 March NAV of 135.1 brings the premium right down to below 2% despite still very promising future prospects. Tritax by comparison on 17% premium.

[18bt] 25/5/2021 07:28

Revenue and NAV both look a little ahead of market forecasts. The held dividend should be more than covered in 2022 which should allow resumption of dividend growth.

[skinny] 25/5/2021 07:19

Very readable :- .









more.....

[killing_time] 25/5/2021 07:11

Results out, nice jump in NAV to 135.1p

[petewy] 18/5/2021 15:15

WAREHOUSE REIT INCREASES EXPOSURE TO THE OXFORD/CAMBRIDGE ARC WITH £20M INDUSTRIAL ESTATE ACQUISITION
-Estate includes development land with planning permission for c. 73,000sqft of high-quality industrial space in critically undersupplied region

[cwa1] 13/5/2021 15:19

13 May 2021

Warehouse REIT plc

NOTICE OF FULL YEAR RESULTS

Warehouse REIT plc, the AIM-listed specialist warehouse investor, will announce its full year results for the period ended 31 March 2021 on Tuesday 25 May 2021.

[alter ego] 20/4/2021 11:12

well, both BBOX and SGRO hitting highs recently so Warehouse Reits in demand

[bathcoup] 20/4/2021 10:51

[136.8, 137.0] +2.1% - an all time high! I wish I knew what's driving it.

[ec2] 31/3/2021 18:35

Always adds confidence to see non exec directors buying the shares. Stephen Barrow bought 200,000 today.

[makinbuks] 18/3/2021 16:33

Bit odd with no news around