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Regional REIT.

SKYSHIP
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Re: Regional REIT.

#174042

Postby SKYSHIP » October 16th, 2018, 8:37 am

Flyer - Incidentally, you mentioned the auction market. Were you referring to, for instance, Allsop's auction today?

Those auction sales tend to be for the tertiary market rather than the secondary institutional market.

Or were there other larger commercial sales elsewhere?

flyer61
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Re: Regional REIT.

#174842

Postby flyer61 » October 19th, 2018, 7:27 am

Agreed it is Tertiary. Lot size can run to the mid single digits millons nowadays.

SKYSHIP
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Re: Regional REIT.

#179365

Postby SKYSHIP » November 10th, 2018, 2:07 pm

Trading Update & Divi announcement coming soon - Friday 16th Nov.

SKYSHIP
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Re: Regional REIT.

#182249

Postby SKYSHIP » November 22nd, 2018, 10:51 am

XD the 1.85p divi today. Sp holding up well at 99p.

Cenkos report apparently out last Friday. Predicting a 2019 NAV of 124p & an 8.25p divi.

Damned MiFiD2 regs prevent me from receiving a copy....why that should improve transparency is beyond everyone -
typical EU babble which produces unwarranted outcomes.

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Re: Regional REIT.

#182327

Postby spiderbill » November 22nd, 2018, 2:22 pm

One of the few shares of mine that aren't dropping like a stone. Might add more if I can spare the cash.

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Re: Regional REIT.

#194802

Postby SKYSHIP » January 19th, 2019, 1:06 pm

RGL tipped in yesterday's IC. Frankly, for those of us on this thread who already know of RGL and its palpable attractions, the Jonas Crosland piece added nothing new, nothing we don't already know. It did though further publicise RGL; so for holders, no bad thing in itself.

+++++++++++++++++++++++++++++++++++++++++

the last 2paras are as follows:

The dividend yield is one of the highest in the sector, and while this is expected to be only 93 per cent covered by after-tax earnings, recent disposal profits are expected to make up the shortfall.

IC View

Investors may be donning their tin hats to protect them from any Brexit fallout, but the reality is that demand for office and commercial space in the major regions outside London is holding up very well. In the unlikely event that the economy collapses then all bets are off, but assuming there is a workable outcome to Brexit, shares in Regional REIT, trading at a 25 per cent discount to forecast net asset value (NAV), may be due a rerating. Buy.


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