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Real Estate U.K. Investing Ideas
Supermarket Income REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Internalization And Capital Recycling Will Lower Costs
Key Takeaways Proposed internalization aims to reduce operational costs and enhance net margins, while strategic initiatives are set to boost revenue growth. Focus on accretive acquisitions and refinancing debt aims to improve financial flexibility, revenue, and future earnings through strategic ventures.
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UK£0.82
FV
3.5% undervalued
intrinsic discount
0.89%
Revenue growth p.a.
Set Fair Value
0
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0
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18
users have followed this narrative
3 days ago
author updated this narrative
Primary Health Properties
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
10-Year NHS Plan Will Modernize UK Primary Care Sites
Key Takeaways Company benefits from government policy shifts, chronic under-supply, and demographic trends, driving opportunities for growth, high occupancy, and resilient earnings. Strong balance sheet and secure leases support accretive acquisitions, scalable developments, and consistent, growing dividends.
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UK£1.02
FV
6.9% undervalued
intrinsic discount
-4.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
3 days ago
author updated this narrative
NewRiver REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capital & Regional Acquisition Will Expand London Retail Opportunity
Key Takeaways Strategic focus on necessity-led retail and urban expansion enhances occupancy, tenant retention, and resilience against shifting consumer trends and demographic changes. Synergies from acquisitions, low debt costs, and a growing asset management platform support margin expansion and diversified long-term earnings growth.
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UK£0.92
FV
24.2% undervalued
intrinsic discount
-5.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
British Land
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
London Offices And Retail Parks Will Redefine Urban Value
Key Takeaways High demand and limited supply in core offices and retail parks fuel occupancy, rental growth, and resilience in revenue and asset values. Strategic portfolio shifts, disciplined capital management, and a focus on sustainability drive profit margins and attract premium tenants and investors.
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UK£4.44
FV
19.3% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
Land Securities Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Calculated Investments In Prime London Real Estate And Sustainable Developments Will Propel Earnings Growth
Key Takeaways Strategic focus on prime real estate and sustainable development is expected to enhance rental growth and future revenue streams. Portfolio repositioning and efficient capital allocation aim to boost net margins and optimize returns on equity by reinvesting in high-yield properties.
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UK£7.00
FV
16.5% undervalued
intrinsic discount
-4.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Empiric Student Property
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Focusing On High-Demand Locations Will Sustain Strong Occupancy Rates Ahead
Key Takeaways Focus on high-demand locations with declining supply is expected to sustain occupancy, boosting future revenue growth. Strategic acquisitions and dynamic pricing are poised to enhance net margins and drive rental growth.
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UK£0.94
FV
4.8% overvalued
intrinsic discount
6.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 2 months ago
author updated this narrative
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