I first got into reits after a family member who was managing the rent of a house I interited wanted to stop managing the rent for me and I received a lump sum. I thought that reits would be a good replacement because they would pay a similar dividend, and give me UK property exposure,...
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Warehouse Reit
Warehouse REIT FY25 Overview Warehouse REIT delivered a steady performance in FY25, showing resilience despite ongoing economic uncertainty. The company remains focused on multi-let industrial assets and continues to reshape its portfolio, improve sustainability metrics, and strengthen its financial position. A recommended takeover by Blackstone could mark a major turning point in the company’s...
London Metric Property
LondonMetric Property Plc: Company Overview LondonMetric Property Plc is a UK-based Real Estate Investment Trust (REIT) focused on owning and managing commercial property that generates long-term, reliable income. As of March 2025, the company manages a £6.2 billion portfolio and collects over £340 million in annual rent. Its business centres on a Triple Net Lease...
Summer 25
So all my previous cash secured puts expired and I kept the premium. Now I have bought three more against two thousand usd cash, one at 9, 9.5 and 10. I still hold a long call at 10 and have sold a call at 11.85. It’s currently trading at 10.35 so I’m doing OK. I...
My personal Allocations – Spring 25
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...
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?
Fourth Trade
OK, it’s not technically the fourth trade, by then I already had one put and just received a margin account. I’ll make a seperate post as the previous was a little picture heavy. This was the first realization that I had been upgraded. My buying power increased. Basically, there is 8k there, and I deposited...