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

Investment Companies

03.05.23

Grit Real Estate Income Group capital markets day

Latest

Real Estate

31.05.23

Phoenix Spree Deutschland — Stress-testing the challenges

Real Estate

25.05.23

Regional REIT — Maintaining high dividend distribution

Real Estate

24.05.23

Custodian Property Income REIT — Strong leasing has delivered targeted dividends

Real Estate

22.05.23

Supermarket Income REIT — Maintaining returns, with accretive opportunities

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

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

GBP1.01

— 0.00 (0.00)

As at 09/06/2023

Market capitalisation: GBP163m

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Investment Companies

12.04.23

Channel Islands Property Fund — Sound income stream

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

GBP0.79

▾ 0.30 (0.38)

As at 09/06/2023

Market capitalisation: GBP481m

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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

GBP0.94

▾ 0.80 (0.86)

As at 09/06/2023

Market capitalisation: GBP412m

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Real Estate

24.05.23

Custodian Property Income REIT — Strong leasing has delivered targeted dividends

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

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Custodian Property Income REIT

Foxtons Group (FOXT)

Latest price

GBP0.40

▾ 0.20 (0.51)

As at 09/06/2023

Market capitalisation: GBP119m

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Real Estate

21.04.23

Foxtons Group — Early signs of strategic success

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

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Foxtons Group

Impact Healthcare REIT (IHR)

Latest price

GBP0.98

▾ −1.10 (−1.11)

As at 09/06/2023

Market capitalisation: GBP408m

View equity

Real Estate

10.05.23

Impact Healthcare REIT — Making hay in all weathers

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

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Impact Healthcare REIT

LXi REIT (LXI)

Latest price

GBP1.02

▾ 1.20 (1.20)

As at 09/06/2023

Market capitalisation: GBP1,742m

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

GBP2.00

▾ 4.25 (2.17)

As at 09/06/2023

Market capitalisation: GBP184m

View equity

Real Estate

31.05.23

Phoenix Spree Deutschland — Stress-testing the challenges

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

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Phoenix Spree Deutschland

Picton Property Income (PCTN)

Latest price

GBP0.78

▾ 1.10 (1.42)

As at 09/06/2023

Market capitalisation: GBP428m

View equity

Real Estate

24.04.23

Picton Property Income — Positive update ahead of results

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

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Picton Property Income

Primary Health Properties (PHP)

Latest price

GBP1.02

▾ −0.40 (−0.39)

As at 09/06/2023

Market capitalisation: GBP1,363m

View equity

Real Estate

11.08.22

Primary Health Properties — Rental growth further accelerates

Real Estate

29.04.22

Primary Health Properties — Progress with organic and acquisition-led growth

Real Estate

01.03.22

Primary Health Properties — Continuing strong DPS growth well supported

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Primary Health Properties

Regional REIT (RGL)

Latest price

GBP0.51

▾ 0.20 (0.39)

As at 09/06/2023

Market capitalisation: GBP263m

View equity

Real Estate

25.05.23

Regional REIT — Maintaining high dividend distribution

Real Estate

17.04.23

Regional REIT — Covered dividend with a 12% yield

Real Estate

27.02.23

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

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Regional REIT

Supermarket Income REIT (SUPR)

Latest price

GBP0.82

▾ 0.60 (0.73)

As at 09/06/2023

Market capitalisation: GBP1,026m

View equity

Real Estate

22.05.23

Supermarket Income REIT — Maintaining returns, with accretive opportunities

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

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Supermarket Income REIT

Target Healthcare REIT (THRL)

Latest price

GBP0.80

▾ −1.30 (−1.60)

As at 09/06/2023

Market capitalisation: GBP496m

View equity

Real Estate

24.04.23

Target Healthcare REIT — Growth from a firm base

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

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Target Healthcare REIT

Triple Point Social Housing REIT (SOHO)

Latest price

GBP0.56

▾ −0.90 (−1.57)

As at 09/06/2023

Market capitalisation: GBP222m

View equity

Real Estate

13.04.23

Triple Point Social Housing REIT — Strong rental growth mitigating challenges

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

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Triple Point Social Housing REIT

UBM Development (UBS)

Latest price

EUR25.30

▾ −0.30 (−1.17)

As at 09/06/2023

Market capitalisation: EUR189m

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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IFRS 17: Impact on life assurance companies

MediaWatch – April 2023

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Real Estate

Phoenix Spree Deutschland

2.17%

Real Estate Insights

South African retail property funds remain resilient

Picton Property Income – executive interview

Grit Real Estate Income Group capital markets day

Latest

Phoenix Spree Deutschland — Stress-testing the challenges

Regional REIT — Maintaining high dividend distribution

Custodian Property Income REIT — Strong leasing has delivered targeted dividends

Supermarket Income REIT — Maintaining returns, with accretive opportunities

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

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)

GBP1.01

Channel Islands Property Fund — Sound income stream

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

See morecontent on

Civitas Social Housing (CSH)

GBP0.79

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)

GBP0.94

Custodian Property Income REIT — Strong leasing has delivered targeted dividends

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

Custodian REIT — Robust EPRA earnings but decreased NAV

See morecontent on

Foxtons Group (FOXT)

GBP0.40

Foxtons Group — Early signs of strategic success

Foxtons Group — New CEO targets recurring income streams

Foxtons Group — Growth-oriented review poised to be announced

See morecontent on

Impact Healthcare REIT (IHR)

GBP0.98

Impact Healthcare REIT — Making hay in all weathers

Impact Healthcare REIT — Progressive dividends continuing into FY23

Impact Healthcare REIT — Attractive growing income, innovatively funded

See morecontent on

LXi REIT (LXI)

GBP1.02

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)

GBP2.00

Phoenix Spree Deutschland — Stress-testing the challenges

Phoenix Spree Deutschland — Valuation decline but sales premium continuing

Phoenix Spree Deutschland — Well positioned for market turbulence

See morecontent on

Picton Property Income (PCTN)

GBP0.78

Picton Property Income — Positive update ahead of results

Picton Property Income — Growing income and portfolio outperformance

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