Warehouse Reit Share Discussion Threads

[igoe104] 23/6/2021 20:03

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 19:56

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 11:07

I first feature WHR at 115p.

[skyship] 20/6/2021 08:04

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

[makinbuks] 25/5/2021 10:05

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

[markie7] 25/5/2021 09:27

buy, hold, reinvest divs, repeat. easy

[ec2] 25/5/2021 08:31

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 06:28

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 06:19

Very readable :- .









more.....

[killing_time] 25/5/2021 06:11

Results out, nice jump in NAV to 135.1p

[petewy] 18/5/2021 14:15

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 14:19

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 10:12

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

[bathcoup] 20/4/2021 09:51

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

[ec2] 31/3/2021 17:35

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

[skinny] 18/3/2021 15:09

All time high @131p.

[cwa1] 04/3/2021 08:23

EX a 1.55p dividend today, payable 1/4

[killing_time] 02/3/2021 07:11

Another purchase.

[pdt] 13/2/2021 18:20

Mention in the Telegraph today;

"Mr Hollands (from Bestinvest) said the most secure option was to buy "logistics" Reits that owned warehouse space and served the booming e-commerce industry.

"The more secure plays are the specialist logistics Reits which have benefited from the shift to online shopping," he said.

He recommended the £542m Warehouse Reit, which yields 4.9pc. The shares trade at a 9.3pc premium to the trust's assets"

[makinbuks] 11/2/2021 08:55

Such rapid deployment of the cash raised begs the question why they didn't go for a grander scheme. Nice acquisition so no complaints

[skinny] 11/2/2021 07:02

.

Warehouse REIT, the AIM-listed company that invests in e-commerce urban and last-mile industrial warehouse assets in the UK, announces the acquisition of four modern warehouse units on Boulevard Industry Park in Speke, Liverpool, totalling 390,000 sq ft. The purchase price of GBP35 million reflects a net initial yield of 5.5%.

Ranging from 74,000 sq ft to 163,000 sq ft, the units are occupied by three separate occupiers spanning the automotive and pharmaceutical sectors. The properties generate a net rental income of GBP2.1 million per annum equating to a low average rent of GBP5.31 per sq ft and provide a WAULT of over 7 years.

Boulevard Industry Park is one of Liverpool's most successful and popular business locations, immediately adjacent to Jaguar Land Rover's 300-acre Halewood manufacturing plant and major Astra Zeneca and Seqirus facilities. Occupiers benefit from the asset's prominent location fronting onto Speke Boulevard (A561), the principle southern gateway into Liverpool City Centre (7 miles to the north west) which provides easy access onto M57 and M62 motorways, as well as its close proximity to Liverpool's John Lennon Airport.

The North West is one of the fastest growing regions in the UK, which is benefitting from a rising population of over seven million people and continued investment into the region's infrastructure. Large projects such as Liverpool 2, the new deep-water terminal at Liverpool Dock, The Mersey Gateway Project between Runcorn and Widnes and the proposed new Terminal 1 at Manchester Airport are all expected to drive economic development and increase demand for industrial space.

more.....

[makinbuks] 08/2/2021 10:52

Thanks k-t, encouraging to hear that Harlow is so vibrant. My question was where's the catch? From your analysis there doesn't appear to be one so well done the managers. Just curious why someone would agree to sell at such a valuation

[killing_time] 07/2/2021 10:02

Harlow is just down the road from me and last year i worked on a warehouse there that one of our clients bought. He bought the biggest one he could get paying about £2m a year on a 10 year lease. After they moved in they realised it wasn't big enough as they are growing really fast.
The problem is there just isn't that many on the market down here. Where our new warehouses are situated (WHR) its absolutely booming around this area. Getting 8.6% yield is great business and i wouldn't worry about them having to find new clients later down the line if that situation arose.
Bottom line, location is key and they have it spot on here. KT.