Real estate & property equity investment research

Real Estate Insights

Market cap

Date (published)

Real Estate

24.10.22

South African retail property funds remain resilient

Real Estate

14.06.22

Picton Property Income – executive interview

Value emerging in the SA office property sector for long-term investors

Real Estate

09.12.22

Value emerging in the SA office property sector for long-term investors

Latest

Real Estate

16.03.23

LXi REIT — Stronger, leaner and fitter

Real Estate

15.03.23

Foxtons Group — New CEO targets recurring income streams

Real Estate

03.03.23

Impact Healthcare REIT — Progressive dividends continuing into FY23

Investment Companies

28.02.23

Supermarket Income REIT — Reducing NAV but focusing on income

Financials

20.06.19

Edison Explains: The UK build-to-rent market

Consumer

30.05.19

The hotel asset light model

Financials

11.09.18

Edison Explains: The German real estate market

Real Estate

02.07.18

Edison Explains: Online real estate portals

Analyst of the week

Marius Strydom

Analyst

mstrydom@edisongroup.com 27 (0) 82 895 9207

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Equities

Region

Market cap

Channel Islands Property Fund (CIPF)

Latest price

GBP1.02

— 0.00 (0.00)

As at 23/03/2023

Market capitalisation: GBP163m

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Real Estate

04.11.21

Channel Islands Property Fund — Income is the name of the game

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Channel Islands Property Fund

Civitas Social Housing (CSH)

Latest price

GBP0.53

▾ −1.50 (−2.78)

As at 23/03/2023

Market capitalisation: GBP327m

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Real Estate

27.05.22

Civitas Social Housing — Initiatives to underpin consistent performance

Real Estate

17.02.22

Civitas Social Housing — Focusing on the positive drivers

Real Estate

01.02.22

Civitas Social Housing — Focus returning to positive drivers

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Civitas Social Housing

Custodian Property Income REIT (CREI)

Latest price

GBP0.88

▾ −0.90 (−1.01)

As at 23/03/2023

Market capitalisation: GBP392m

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Real Estate

23.02.23

Custodian Property Income REIT — Positive income indicators in a challenging market

Real Estate

28.11.22

Custodian REIT — Robust EPRA earnings but decreased NAV

Real Estate

30.08.22

Custodian REIT — Good momentum through Q123

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Custodian Property Income REIT

Foxtons Group (FOXT)

Latest price

GBP0.39

▾ −0.60 (−1.52)

As at 23/03/2023

Market capitalisation: GBP120m

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Male hand showing, offering a new dream house at the empty field with copy space

Real Estate

15.03.23

Foxtons Group — New CEO targets recurring income streams

Real Estate

07.02.23

Foxtons Group — Growth-oriented review poised to be announced

Real Estate

03.11.22

Foxtons Group — Strong markets and strategic initiatives shine

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Foxtons Group

Impact Healthcare REIT (IHR)

Latest price

GBP0.94

▾ −0.50 (−0.53)

As at 23/03/2023

Market capitalisation: GBP392m

View equity

Real Estate

03.03.23

Impact Healthcare REIT — Progressive dividends continuing into FY23

Real Estate

13.01.23

Impact Healthcare REIT — Attractive growing income, innovatively funded

25.10.22

Impact Healthcare REIT — Performing well in a challenging environment

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Impact Healthcare REIT

LXi REIT (LXI)

Latest price

GBP0.97

▾ −1.90 (−1.92)

As at 23/03/2023

Market capitalisation: GBP1,699m

View equity

Real Estate

16.03.23

LXi REIT — Stronger, leaner and fitter

Real Estate

23.03.22

LXi REIT — Strong accretive growth continuing

Real Estate

23.08.21

LXi REIT — Swift and accretive capital deployment

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LXi REIT

Phoenix Spree Deutschland (PSDL)

Latest price

GBP2.29

▾ −5.00 (−2.14)

As at 23/03/2023

Market capitalisation: GBP210m

View equity

Real Estate

20.02.23

Phoenix Spree Deutschland — Valuation decline but sales premium continuing

28.10.22

Phoenix Spree Deutschland — Well positioned for market turbulence

Real Estate

08.08.22

Phoenix Spree Deutschland — Progress in a more challenging environment

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Phoenix Spree Deutschland

Picton Property Income (PCTN)

Latest price

GBP0.71

▾ −0.60 (−0.83)

As at 23/03/2023

Market capitalisation: GBP392m

View equity

Real Estate

03.02.23

Picton Property Income — Growing income and portfolio outperformance

Real Estate

07.12.22

Picton Property Income — Income is now the driver of returns

Real Estate

27.07.22

Picton Property Income — Strong returns continued through Q123

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Picton Property Income

Regional REIT (RGL)

Latest price

GBP0.58

▾ 0.20 (0.35)

As at 23/03/2023

Market capitalisation: GBP298m

View equity

Real Estate

27.02.23

Regional REIT — FY22 DPS covered and yields c 11% yield

Real Estate

11.11.22

Regional REIT — Operational progress supports DPS

Real Estate

27.09.22

Regional REIT — Continuing to deliver income-led returns

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Regional REIT

Supermarket Income REIT (SUPR)

Latest price

GBP0.87

▾ −2.60 (−2.91)

As at 23/03/2023

Market capitalisation: GBP1,109m

View equity

Investment Companies

28.02.23

Supermarket Income REIT — Reducing NAV but focusing on income

Real Estate

19.01.23

Supermarket Income REIT — SUPR takes majority interest in indirect portfolio

Real Estate

09.11.22

Supermarket Income REIT — Fully hedged debt protects indexed rent growth

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Supermarket Income REIT

Target Healthcare REIT (THRL)

Latest price

GBP0.68

▾ −2.10 (−3.00)

As at 23/03/2023

Market capitalisation: GBP434m

View equity

Real Estate

15.02.23

Target Healthcare REIT — Income progress mitigates pressure on valuation

Real Estate

07.11.22

Target Healthcare REIT — Key drivers in place and borrowing costs fixed

Real Estate

12.09.22

Target Healthcare REIT — Operational progress and positive returns

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Target Healthcare REIT

Triple Point Social Housing REIT (SOHO)

Latest price

GBP0.45

▾ −1.05 (−2.29)

As at 23/03/2023

Market capitalisation: GBP184m

View equity

Triple Point Social Housing REIT_resized

Real Estate

14.02.23

Triple Point Social Housing REIT — DPS commitment maintained despite challenges

Real Estate

04.10.22

Triple Point Social Housing REIT — Resilience based on strong fundamentals

Real Estate

04.05.22

Triple Point Social Housing REIT — Well positioned for growth

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Triple Point Social Housing REIT

UBM Development (UBS)

Latest price

EUR28.20

▾ 0.50 (1.81)

As at 23/03/2023

Market capitalisation: EUR207m

View equity

Real Estate

04.05.21

UBM Development — Reinvented business model

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UBM Development

Thematics

Real Estate

11.11.22

South African industrial property fundamentals are strong

Real Estate

24.10.22

South African retail property funds remain resilient

Consumer

05.10.22

IPO apocalypse

TMT

10.08.22

ESG, moving beyond the box tick

Real Estate

17.03.21

South African listed property sector

Financials

26.06.19

Equities

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Real Estate

UBM Development

1.81%

Real Estate Insights

South African retail property funds remain resilient

Picton Property Income – executive interview

Value emerging in the SA office property sector for long-term investors

Latest

LXi REIT — Stronger, leaner and fitter

Foxtons Group — New CEO targets recurring income streams

Impact Healthcare REIT — Progressive dividends continuing into FY23

Supermarket Income REIT — Reducing NAV but focusing on income

Edison Explains: The UK build-to-rent market

The hotel asset light model

Edison Explains: The German real estate market

Edison Explains: Online real estate portals

Analyst of the week

Equities

Channel Islands Property Fund (CIPF)

GBP1.02

Channel Islands Property Fund — Income is the name of the game

See morecontent on

Civitas Social Housing (CSH)

GBP0.53

Civitas Social Housing — Initiatives to underpin consistent performance

Civitas Social Housing — Focusing on the positive drivers

Civitas Social Housing — Focus returning to positive drivers

See morecontent on

Custodian Property Income REIT (CREI)

GBP0.88

Custodian Property Income REIT — Positive income indicators in a challenging market

Custodian REIT — Robust EPRA earnings but decreased NAV

Custodian REIT — Good momentum through Q123

See morecontent on

Foxtons Group (FOXT)

GBP0.39

Foxtons Group — New CEO targets recurring income streams

Foxtons Group — Growth-oriented review poised to be announced

Foxtons Group — Strong markets and strategic initiatives shine

See morecontent on

Impact Healthcare REIT (IHR)

GBP0.94

Impact Healthcare REIT — Progressive dividends continuing into FY23

Impact Healthcare REIT — Attractive growing income, innovatively funded

Impact Healthcare REIT — Performing well in a challenging environment

See morecontent on

LXi REIT (LXI)

GBP0.97

LXi REIT — Stronger, leaner and fitter

LXi REIT — Strong accretive growth continuing

LXi REIT — Swift and accretive capital deployment

See morecontent on

Phoenix Spree Deutschland (PSDL)

GBP2.29

Phoenix Spree Deutschland — Valuation decline but sales premium continuing

Phoenix Spree Deutschland — Well positioned for market turbulence

Phoenix Spree Deutschland — Progress in a more challenging environment

See morecontent on

Picton Property Income (PCTN)

GBP0.71

Picton Property Income — Growing income and portfolio outperformance

Picton Property Income — Income is now the driver of returns

Picton Property Income — Strong returns continued through Q123

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