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

03.02.23

Picton Property Income — Growing income and portfolio outperformance

Real Estate

19.01.23

Supermarket Income REIT — SUPR takes majority interest in indirect portfolio

Real Estate

13.01.23

Impact Healthcare REIT — Attractive growing income, innovatively funded

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

GBP1.02

— 0.00 (0.00)

As at 03/02/2023

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

GBP0.56

▾ −0.70 (−1.23)

As at 03/02/2023

Market capitalisation: GBP341m

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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

GBP0.93

▾ 2.20 (2.42)

As at 03/02/2023

Market capitalisation: GBP401m

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Real Estate

28.11.22

Custodian REIT — Robust EPRA earnings but decreased NAV

Real Estate

30.08.22

Custodian REIT — Good momentum through Q123

Real Estate

23.05.22

Custodian REIT — Strong returns continued through Q422

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Custodian Property Income REIT

Foxtons Group (FOXT)

Latest price

GBP0.38

▾ 2.00 (5.55)

As at 03/02/2023

Market capitalisation: GBP110m

View equity

Real Estate

03.11.22

Foxtons Group — Strong markets and strategic initiatives shine

Real Estate

11.08.22

Foxtons Group — M&A contribution and potential overlooked

Real Estate

25.04.22

Foxtons Group — Strong performance and market share gains

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Foxtons Group

Impact Healthcare REIT (IHR)

Latest price

GBP1.08

▾ 2.40 (2.28)

As at 03/02/2023

Market capitalisation: GBP437m

View equity

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

Real Estate

09.05.22

Impact Healthcare REIT — Successfully growing with tenants

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Impact Healthcare REIT

LXi REIT (LXI)

Latest price

GBP1.19

▾ 8.00 (7.23)

As at 03/02/2023

Market capitalisation: GBP1,896m

View equity

Real Estate

23.03.22

LXi REIT — Strong accretive growth continuing

Real Estate

23.08.21

LXi REIT — Swift and accretive capital deployment

Real Estate

07.06.21

LXi REIT — Strong FY21 with increasing momentum

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LXi REIT

Phoenix Spree Deutschland (PSDL)

Latest price

GBP2.48

▾ 4.00 (1.64)

As at 03/02/2023

Market capitalisation: GBP224m

View equity

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

Real Estate

12.05.22

Phoenix Spree Deutschland — Positive return to core strategy

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Phoenix Spree Deutschland

Picton Property Income (PCTN)

Latest price

GBP0.82

▾ 1.80 (2.24)

As at 03/02/2023

Market capitalisation: GBP439m

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

GBP0.62

▾ 2.50 (4.22)

As at 03/02/2023

Market capitalisation: GBP305m

View equity

Real Estate

11.11.22

Regional REIT — Operational progress supports DPS

Real Estate

27.09.22

Regional REIT — Continuing to deliver income-led returns

Real Estate

23.06.22

Regional REIT — Acquisitions are accretive and portfolio enhancing

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Regional REIT

S Immo (SPI)

Latest price

EUR13.50

▾ 0.40 (3.05)

As at 03/02/2023

Market capitalisation: EUR964m

View equity

Real Estate

04.05.22

S Immo — FY21 results show continued solid recovery

Real Estate

02.09.21

S Immo — Embarking on an extensive investment plan

Real Estate

16.06.21

S Immo — Future strategy depends on takeover bid

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S Immo

Supermarket Income REIT (SUPR)

Latest price

GBP1.05

▾ 7.90 (8.18)

As at 03/02/2023

Market capitalisation: GBP1,200m

View equity

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

Real Estate

22.08.22

Supermarket Income REIT — Progressing with accretive deployment

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Supermarket Income REIT

Target Healthcare REIT (THRL)

Latest price

GBP0.87

▾ 7.00 (8.74)

As at 03/02/2023

Market capitalisation: GBP497m

View equity

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

Real Estate

23.05.22

Target Healthcare REIT — Q322 quarterly return of 2.5%

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Target Healthcare REIT

Triple Point Social Housing REIT (SOHO)

Latest price

GBP0.51

▾ 0.80 (1.60)

As at 03/02/2023

Market capitalisation: GBP201m

View equity

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

Real Estate

09.03.22

Triple Point Social Housing REIT — Enhancing investment flexibility

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Triple Point Social Housing REIT

UBM Development (UBS)

Latest price

EUR31.00

▾ 0.30 (0.98)

As at 03/02/2023

Market capitalisation: EUR229m

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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Equity strategy and market outlook – October 2022

Thematics

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About Edison

About Edison

Careers

Real Estate

Target Healthcare REIT

8.74%

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

Picton Property Income — Growing income and portfolio outperformance

Supermarket Income REIT — SUPR takes majority interest in indirect portfolio

Impact Healthcare REIT — Attractive growing income, innovatively funded

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)

GBP1.02

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

See morecontent on

Civitas Social Housing (CSH)

GBP0.56

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)

GBP0.93

Custodian REIT — Robust EPRA earnings but decreased NAV

Custodian REIT — Good momentum through Q123

Custodian REIT — Strong returns continued through Q422

See morecontent on

Foxtons Group (FOXT)

GBP0.38

Foxtons Group — Strong markets and strategic initiatives shine

Foxtons Group — M&A contribution and potential overlooked

Foxtons Group — Strong performance and market share gains

See morecontent on

Impact Healthcare REIT (IHR)

GBP1.08

Impact Healthcare REIT — Attractive growing income, innovatively funded

Impact Healthcare REIT — Performing well in a challenging environment

Impact Healthcare REIT — Successfully growing with tenants

See morecontent on

LXi REIT (LXI)

GBP1.19

LXi REIT — Strong accretive growth continuing

LXi REIT — Swift and accretive capital deployment

LXi REIT — Strong FY21 with increasing momentum

See morecontent on

Phoenix Spree Deutschland (PSDL)

GBP2.48

Phoenix Spree Deutschland — Well positioned for market turbulence

Phoenix Spree Deutschland — Progress in a more challenging environment

Phoenix Spree Deutschland — Positive return to core strategy

See morecontent on

Picton Property Income (PCTN)

GBP0.82

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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