LSE:BREI

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BMO Real Estate Investments

Executive Summary

BMO can trace its roots back to 1868, when Foreign & Colonial Investment Trust, the world’s first investment trust was launched. More Details


Snowflake Analysis

Second-rate dividend payer with mediocre balance sheet.


Similar Companies

Share Price & News

How has BMO Real Estate Investments's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: BREI is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: BREI's weekly volatility (6%) has been stable over the past year.


Market Performance


7 Day Return

-4.7%

BREI

0.8%

GB REITs

-2.3%

GB Market


1 Year Return

-6.0%

BREI

-42.5%

GB REITs

1.1%

GB Market

Return vs Industry: BREI exceeded the UK REITs industry which returned -42.5% over the past year.

Return vs Market: BREI underperformed the UK Market which returned 1% over the past year.


Shareholder returns

BREIIndustryMarket
7 Day-4.7%0.8%-2.3%
30 Day2.3%2.4%1.8%
90 Day22.6%4.5%5.5%
1 Year0.3%-6.0%-8.0%-42.5%7.2%1.1%
3 Year-16.0%-29.5%0.4%-0.6%9.8%-3.3%
5 Year-1.9%-25.5%7.2%1.7%36.9%10.5%

Long-Term Price Volatility Vs. Market

How volatile is BMO Real Estate Investments's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is BMO Real Estate Investments undervalued compared to its fair value and its price relative to the market?

25.3%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: BREI (£0.73) is trading below our estimate of fair value (£0.97)

Significantly Below Fair Value: BREI is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: BREI is unprofitable, so we can't compare its PE Ratio to the GB REITs industry average.

PE vs Market: BREI is unprofitable, so we can't compare its PE Ratio to the UK market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate BREI's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: BREI's PB Ratio (0.8x) is in line with the GB REITs industry average.


Next Steps

Future Growth

How is BMO Real Estate Investments forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

47.9%

Forecasted Real Estate industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as BMO Real Estate Investments has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Next Steps

Past Performance

How has BMO Real Estate Investments performed over the past 5 years?

-33.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: BREI is currently unprofitable.

Growing Profit Margin: BREI is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: BREI is unprofitable, and losses have increased over the past 5 years at a rate of 33.9% per year.

Accelerating Growth: Unable to compare BREI's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: BREI is unprofitable, making it difficult to compare its past year earnings growth to the REITs industry (-4.2%).


Return on Equity

High ROE: BREI has a negative Return on Equity (-3.93%), as it is currently unprofitable.


Next Steps

Financial Health

How is BMO Real Estate Investments's financial position?


Financial Position Analysis

Short Term Liabilities: BREI's short term assets (£17.2M) exceed its short term liabilities (£6.6M).

Long Term Liabilities: BREI's short term assets (£17.2M) do not cover its long term liabilities (£90.5M).


Debt to Equity History and Analysis

Debt Level: BREI's debt to equity ratio (38.5%) is considered satisfactory.

Reducing Debt: BREI's debt to equity ratio has reduced from 48.2% to 38.5% over the past 5 years.

Debt Coverage: BREI's debt is not well covered by operating cash flow (13.7%).

Interest Coverage: BREI is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Next Steps

Dividend

What is BMO Real Estate Investments's current dividend yield, its reliability and sustainability?

4.68%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: BREI's dividend (4.68%) is higher than the bottom 25% of dividend payers in the UK market (1.49%).

High Dividend: BREI's dividend (4.68%) is in the top 25% of dividend payers in the UK market (4.57%)


Stability and Growth of Payments

Stable Dividend: BREI's dividend payments have been volatile in the past 10 years.

Growing Dividend: BREI's dividend payments have fallen over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: At its current payout ratio (86.1%), BREI's payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.8yrs

Average board tenure


CEO

BMO Real Estate Investments has no CEO, or we have no data on them.


Board Members

NamePositionTenureCompensationOwnership
David Ross
Independent Non-Executive Director5.92yrsUK£30.50k0.050%
£ 87.1k
Vikram Lall
Independent Chairman of the Board5.25yrsUK£36.25k0.060%
£ 104.4k
Andrew Edward Gulliford
Independent Non-Executive Director16.75yrsUK£30.50k0.031%
£ 54.5k
Mark Carpenter
Independent Non-Executive Director5.75yrsUK£30.50k0.0083%
£ 14.5k
Alexa Henderson
Independent Non-Executive Director5.17yrsUK£31.50k0.0044%
£ 7.7k

5.8yrs

Average Tenure

72yo

Average Age

Experienced Board: BREI's board of directors are considered experienced (5.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: BREI insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

BMO Real Estate Investments Limited's company bio, employee growth, exchange listings and data sources


Key Information


Location

  • BMO Real Estate Investments Limited
  • Trafalgar Court
  • Les Banques
  • Saint Peter Port
  • GY1 3QL
  • United Kingdom

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
BREILSE (London Stock Exchange)YesOrdinary SharesGBGBPJun 2004
BREILBATS-CHIXE (BATS 'Chi-X Europe')YesOrdinary SharesGBGBPJun 2004

Biography

BMO can trace its roots back to 1868, when Foreign & Colonial Investment Trust, the world’s first investment trust was launched. In 2014 we became part of BMO Global Asset Management, and ultimately the BM...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/02/28 19:25
End of Day Share Price2021/02/26 00:00
Earnings2020/06/30
Annual Earnings2020/06/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.