I won’t add the amounts, but it’s enough to live the expatriate lifestyle in the way I want in the place I want. Will be tweaking this in the coming months. I should add here that ‘hedge’ means ‘non-correlated’, and the stuff here tends to be fast growing (it was 10% to start with and...
Month: June 2025
VPC Speciality Lending — Consideration of a Wind Down
Overview: VPC Specialty Lending Investments PLC (VSL) is a UK-listed investment trust on the London Stock Exchange (LSE: VSL) focused on asset-backed lending to emerging and established businesses in sectors underserved by traditional banks, such as small business lending, consumer finance, and real estate. Launched in 2015, VSL aims to generate sustainable income through a...
AEWU Riet, a Comprehensive Analysis
AEW UK REIT plc: An Overview for Potential Investors AEW UK REIT plc (the “Company”) is a UK-domiciled Real Estate Investment Trust (REIT) that was launched on 12 May 2015. Its primary focus is on investing in and actively managing a portfolio of high-yielding commercial properties across the United Kingdom. The Company’s core strategy aims...
Target Healthcare REIT
1. What is the primary business of the Group, and what are its key portfolio characteristics? The Group’s primary business is property investment, specifically focusing on healthcare real estate in the United Kingdom. As of December 31, 2024, the portfolio consists of 94 homes with a market value of £925 million, generating £61 million in...
Tritax Big Box Analysis
1. What is the primary business of the BBOX Group, and what is the market value of its property portfolio?