Property sector team

Analysts

Julian Roberts

Julian Roberts
Analyst

By region

Recent initiations

Custodian REIT Target Healthcare REIT
Palace Capital Secure Income REIT
Regional REIT Palm Hills Developments

Recent QuickViews

Income and capital growth outside London

Financials | published 21/11/2016
Demire AG

Aiming to be first in secondary locations

Property | published 10/11/2016
Fair Value REIT

Offer from Demire still recommended

Property | published 09/11/2015
Demire AG

Offer to create bigger commercial property player

Property | published 09/11/2015

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Latest research

Raven Russia

Emerging opportunities

Outlook | Property | 27/03/2017

Management’s outlook is cautiously optimistic and market conditions have improved since the start of 2016. Raven’s FY16 results show an IFRS…

Custodian REIT

It’s all about income

Initiation | Property | 22/03/2017

Custodian REIT (CREI) is an income-orientated REIT focused on UK commercial property outside London. Its portfolio of 133 properties is diversified by…

Secure Income REIT

Easy to predict, very hard to emulate

Update | Property | 21/03/2017

Secure Income REIT’s (SIR) FY16 results show income in line with expectations and 14.4% NAV growth per share. SIR has some of the longest leases…

Target Healthcare REIT

Care home specialist

Initiation | Property | 20/03/2017

Target Healthcare REIT is a specialist investor in modern, purpose built residential care homes, the demand for which is rising, driven by structural demographic…

Palace Capital

Another NAV-accretive disposal

Update | Property | 14/03/2017

Palace continues to demonstrate its ability to grow NAV per share through its strategic recycling of assets. The disposal of a property in Maldon has realised…