QuotedData Retail - Real Estate Roundup – June 2020

Report

QuotedData Retail

Matthew Read

Real Estate Roundup – June 2020

Performance - Shares in property companies took another turbulent turn during May as the covid-19 pandemic continued to wreak havoc on property assets.

Valuation moves - Results season is in full swing and saw many companies report net asset value moves.

Corporate activity - There was a big equity raise, a high profile chief executive resignation and a new investment manager appointment in the month of May.

Major news stories - Capital & Counties bought a 26% shareholding in rival West End landlord Shaftesbury.

09/06/2020 200 EN

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

See profile

Analysts

Matthew Read

Other Reports from QuotedData Retail

Andrew Courtney

Andrew Courtney

GCP Infrastructure – Consolidate and capitalise

For most of 2024, financial conditions had finally started to turn favourably for infrastructure investors. Inflation had dropped sharply from the previous year, allowing the Bank of England to begin its easing cycle, while the new government’s ambitious plans for infrastructure development provided a renewed sense of optimism across the sector. These green shoots were evidenced by GCP’s annual results, which showed a total shareholder return of 28.4%, leading to a significant narrowing of its stubborn discount. Unfortunately, a negative reaction to the UK budget, and concerns around the infla...

January 24, 2025 January 24, 2025 EN

James Carthew

James Carthew

Pantheon Infrastructure – Powering up

Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 11 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per annum. In PINT’s recent results, the stand-out winner within the portfolio was the US power generation business Calpine. This note delves into the Calpine story in more detail and sets out why we feel it could still have much further to go. The discount has started to narrow, suggesting that ...

November 14, 2024 November 14, 2024 15 EN

David Johnson

David Johnson

Seraphim Space Investment Trust – Entering orbit

Seraphim Space Investment Trust (SSIT) continues to see its portfolio of cutting-edge SpaceTech companies achieve key milestones. Over SSIT’s financial year, its companies raised $900m in new investments, with SSIT contributing £11m across 10 positions. Notable examples are the oversubscribed IPO of Astroscale, the successful capital raise of D-Orbit, and the soaring share price of AST SpaceMobile. This has resulted in positive NAV growth for SSIT during the period. SSIT’s portfolio companies have also made significant progress towards profitability, with several expected to reach this mile...

November 14, 2024 November 14, 2024 32 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Real Estate Roundup – June 2020

GCP Infrastructure – Consolidate and capitalise

Pantheon Infrastructure – Powering up

Seraphim Space Investment Trust – Entering orbit

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe