Hardman & Co Research Hardman & Co Research : Hardman Talks Video | Yew Grove REIT Management Presentation 17-Sep-2021 / 16:10 GMT/BST Hardman Talks Video | Yew Grove REIT Management Presentation On 9 September 2021, the Yew Grove management team gave a presentation to investors on Hardman Talks. Watch it here: Yew Grove reviewed its latest interim results, which showed a raised dividend and a 2.4% like-for-like upward revaluation of its investment properties (a rise over a six-month period). It also raised further growth equity and secured acquisitions from within its e...
Yew Grove invests in office and industrial assets in the Republic of Ireland (RoI). RoI was the best-performing European economy in 2020, with inward investment from multinationals, including medtech. Yew Grove taps into this strength, deploying the senior team’s expertise in managing and acquiring the optimal asset classes in optimal locations. In a busy first half – with the increased dividend reported on 27 August – the group raised fresh equity, achieved rent rises and new lettings. It colle...
Hardman & Co Research Hardman & Co Research: Yew Grove REIT Plc (YEW): Strong results, strong prospects 09-Sep-2021 / 07:30 GMT/BST Hardman & Co Research: Strong results, strong prospects Yew Grove invests in office and industrial assets in the Republic of Ireland (RoI). RoI was the best-performing European economy in 2020, with inward investment from multinationals, including medtech. Yew Grove taps into this strength, deploying the senior team's expertise in managing and acquiring the optimal asset classes in optimal locations. In a busy first half - with the increased dividend r...
Hardman & Co Research Hardman & Co: Hardman Talks Video Event | Yew Grove REIT Management Presentation 16-Aug-2021 / 10:05 GMT/BST Hardman Talks Video Event | Yew Grove REIT Management Presentation A webinar presentation will be given by the Yew Grove REIT management team on Thursday 9 September 2021 at 3pm. The webinar is being hosted by Hardman & Co and investors can register to attend via this link: Yew Grove's portfolio of industrial and regional office properties are focused in Ireland, the European economy posting the strongest growth throughout 2019 and 2020. Despite...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Hardman & Co Research Hardman & Co Research : Hardman Talks Video Yew Grove REIT 06-Apr-2021 / 15:30 GMT/BST Hardman Talks Video| Yew Grove REIT Management Presentation On 29 March 2021, the Yew Grove management team gave a presentation to investors on Hardman Talks. Watch it here: The talk highlighted Yew Grove's strength in the Irish property market outside of Dublin's central business district. The market dynamics in the Republic of Ireland are particularly strong, as the country enjoys the strongest economic growth in Europe. A huge beneficiary of FDI, the economy poste...
Yew Grove invests in office and industrial assets in the Republic of Ireland (RoI). RoI GDP grew 3.4% in 2020, with 18.2% gross value added from multinational input. Yew Grove’s largest tenant segment is Life Sciences (35%), which benefits from Foreign Direct Investment (FDI) and, across the board, this macroeconomic attractiveness is being captured by the company. In the past four quarters, Yew Grove has achieved an average 99% rent paid on time. The valuation on its offices rose 1.9% 2020 and ...
Hardman & Co Research Hardman & Co Research: Yew Grove (YEW): NAV rise validates an excellent strategy 29-March-2021 / 07:00 GMT/BST Hardman & Co Research: NAV rise validates an excellent strategy Yew Grove invests in office and industrial assets in the Republic of Ireland (RoI). RoI GDP grew 3.4% in 2020, with 18.2% gross value added from multinational input. Yew Grove's largest tenant segment is Life Sciences (35%), which benefits from Foreign Direct Investment (FDI) and, across the board, this macroeconomic attractiveness is being captured by the company. In the past four quarte...
Hardman & Co Research Hardman & Co Research : Hardman Talks: Yew Grove REIT discussion 17-March-2021 / 16:55 GMT/BST Hardman Talks | Yew Grove REIT Discussion A webinar will be held with Yew Grove REIT on Monday 29 March 2021 at 3pm. The webinar is being hosted by Hardman & Co and investors can register to attend via this link: Yew Grove invests in office property in the Republic of Ireland, in accessible locations outside of central Dublin. The REIT's value-for-money proposition has attracted multinational and government tenants. Its modern, low-rise properties are well po...
This month’s feature article is a precis of a note to be published shortly. We believe it will be the first paper to analyse ownership of Investment Company (IC) sectors by type of investor. It has been written in collaboration with Argus Vickers. ICs were originally created in the 19th century as a vehicle for wealthy private investors and those who wanted to utilise the skills of a specialist in the asset class. They fell into the doldrums in the second half of the 20th century, but have reinv...
Hardman & Co Research Hardman & Co Research: Yew Grove (YEW): Strong strategy, tenants and total returns 17-Nov-2020 / 12:00 GMT/BST Hardman & Co Research: Strong strategy, tenants and total returns Yew Grove invests in RoI office and industrial real estate, let to a carefully selected type of tenant. Through 2020, 97%-plus of rent has been paid on time, rising to over 99% now. Tenants are creditworthy: 96% large corporate or the government. The strategy creating such a secure income stream also brings high and rising rents. The gross yield on the portfolio is 7.9%. Yew Grove has ...
Yew Grove invests in RoI office and industrial real estate, let to a carefully selected type of tenant. Through 2020, 97%-plus of rent has been paid on time, rising to over 99% now. Tenants are creditworthy: 96% large corporate or the government. The strategy creating such a secure income stream also brings high and rising rents. The gross yield on the portfolio is 7.9%. Yew Grove has found asset classes where buyer-competition is modest. The assets are appropriate for the world of COVID-19 and ...
In the September 2020 Hardman & Co Monthly, Nigel Hawkins, Hardman’s Infrastructure and Renewables Specialist, analyses how the COVID-19 pandemic has impacted both stock markets in general and certain sectors in particular. Whilst the FTSE-100 has regained around half of the loss it sustained in March 2020, many sectors still remain very weak.
Hardman & Co Research Hardman & Co Research: Q&A with Mike Foster on Yew Grove: Strong strategy, tenants and total returns 07-Aug-2020 / 07:15 GMT/BST Hardman & Co Research: Strong strategy, tenants and total returns Yew Grove (YEW) is the topic of conversation when Mike Foster joins DirectorsTalk. Mike explains what the company does, and talks us through the company's financial achievements, superior yields, asset types, risks, trends, returns and growth. Please click on the link below to listen to the interview: If you are interested in meeting the company, you can register y...
Hardman & Co Research Yew Grove (YEW) - Initiation of coverage: Strong strategy, tenants and total returns 13-Jul-2020 / 15:45 GMT/BST Hardman & Co Research: Strong strategy, tenants and total returns Yew Grove invests in office and industrial assets in RoI. Tenants are creditworthy, 95% multinational or governmental; this RoI regional-income REIT invests in assets that support rising income streams, based on rents that are at a fraction of Dublin CBD levels. Macroeconomic conditions pre (and even more so, post) COVID-19 support Yew Grove's selection of locations, which exclude Dub...
Yew Grove invests in office and industrial assets in RoI. Tenants are creditworthy, 95% multinational or governmental; this RoI regional-income REIT invests in assets that support rising income streams, based on rents that are at a fraction of Dublin CBD levels. Macroeconomic conditions pre (and even more so, post) COVID-19 support Yew Grove’s selection of locations, which exclude Dublin CBD. Sharp historical rises in Dublin CBD rents and easier accessibility of offices on the fringe of the ce...
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