Warehouse Reit Share Discussion Threads

[18bt] 13/7/2022 06:40

At current MCap, it would be included in the FTSE250. Would have to read the rules to see whether it is eligible at the next review or whether it has to wait a quarter.

[qs99] 12/7/2022 10:43

Now off AIM and onto Main Market, should help long-term? DYOR

[nimbo1] 04/7/2022 08:57

I did well out of the shed sector in 'SHED' in particular so wish it no ill at all. I think the stock market has been very quick to react - whether or not it over reacts remains to be seen.

[riverman77] 04/7/2022 08:51

Thanks, always good to hear these views. There was a good piece in the IC a couple of months ago which was pretty bearish on the sector for a number of reasons (high rents, over development, Amazon cutting back on space - to name just a few)

[nimbo1] 04/7/2022 08:43

Nope he is at the sharp end running smart money with about £1 billion under management.

Always the chance he might be wrong though..

[riverman77] 04/7/2022 08:18

I suspect the fund manager is talking about falls in share prices of industrial focused REITs (SGRO, BBOX, WHR all down sharply). However, I don't see much evidence that underlying property prices (used to calculate the NAV) have fallen. CBRE surveys suggest industrial is still the fastest growing part of the property market.

[nimbo1] 04/7/2022 08:11

speaking to a specialist fund manager in the shed space the market has fallen 20% in short order...so this is probably trading at nav.

[riverman77] 14/6/2022 11:43

Wow, this is on a nearly 20% discount - how did that happen?

[badtime] 13/6/2022 20:41

SP looking a tad sickly

[jong] 01/6/2022 08:12

Currently yielding about 4.3 per cent and share price is 8 per cent below last reported NAV.

[jong] 01/6/2022 08:08

XD today. 1.75p per share paid on 30th June.

[keyno] 30/5/2022 13:55

FWIW Berenberg raises Warehouse REIT price target to 205 (200) pence - 'buy'
(II News today)

[makinbuks] 30/5/2022 10:07

Is it? He appears to sell them at 15:32 and buy them back at 15:34. Some sort of transfer between accounts? Do I miss something?

[markie7] 30/5/2022 08:25

that is an enormous director buy there post results

[skinny] 25/5/2022 09:12

Peel Hunt Limited Buy 165.60p 0.00p 185.00p Reiteration

[makinbuks] 24/5/2022 14:21

Very impressive NAV growth, trading at a discount

[petewy] 24/5/2022 08:07

Healthy set of results. Dividend up.

[skinny] 24/5/2022 06:34

That's some pennant on the chart BTW.

[skinny] 24/5/2022 06:33

Yes :-



"the premium listing will enable the Company to be eligible for inclusion in a broader range of equity indices including the FTSE's EPRA and UK Index Series which may further facilitate increased liquidity of the Ordinary Shares;

-- a premium listing may enhance the Company's corporate profile and recognition with increased media coverage and investor interest; and

-- the Company will be required to comply with the higher standards of governance required of premium listed companies under the FCA's Listing Rules and related regulations and guidance."

[igoe104] 24/5/2022 06:27

Looks like a move to the main market is on the cards..

[igoe104] 04/5/2022 07:14

Trading update very good for Bbox, still big demand for warehouse space.

[riverman77] 03/5/2022 08:53

Correction - SGRO and BBOX also heavily down so clearly a sector thing.

[riverman77] 03/5/2022 08:52

Quite a drop here. There was a bearish article in the IC recently about the warehouse sector being in a bubble, and also weak results recently from Amazon and other online retailers. The other warehouse funds seem to have held up OK though.

[nerja] 29/4/2022 15:03

Taking a bit of a kicking, top up at 165p doh, looking at another but that last drop below 155p looks a possible target oh decisions decisions.

[makinbuks] 21/4/2022 08:32

Good location, ultra low initial yield shows lots of potential to re-rate