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16 Jul 2025

PANMURE LIBERUM: UK Real Estate: Mispriced Momentum: Positioned for Recovery

British Land Company PLC (BLND:LON), 397 | Land Securities Group PLC (LAND:LON), 619 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 61.4 | AEW UK REIT PLC (AEWU:LON), 107 | Shaftesbury Capital PLC (SHC:LON), 143 | Hammerson plc (HMSO:LON), 326 | NewRiver REIT plc (NRR:LON), 68.4 | Supermarket Income REIT Plc (SUPR:LON), 81.0 | Derwent London plc (DLN:LON), 1,735 | Great Portland Estates plc (GPE:LON), 314 | Workspace Group PLC (WKP:LON), 394 | CLS Holdings plc (CLI:LON), 60.2 | SEGRO plc (SGRO:LON), 711 | Tritax Big Box REIT PLC (BBOX:LON), 151 | Picton Property Income Limited (PCTN:LON), 73.6 | Primary Health Properties PLC (PHP:LON), 97.9 | Big Yellow Group PLC (BYG:LON), 1,011 | Target Healthcare REIT PLC (THRL:LON), 97.4 | Safestore Holdings plc (SAFE:LON), 720 | Empiric Student Property Plc (ESP:LON), 77.2 | UNITE Group plc (UTG:LON), 552 | Real Estate Investors plc (RLE:LON), 31.9 | Town Centre Securities PLC (TOWN:LON), 124 | Harworth Group PLC (HWG:LON), 166 | Sirius Real Estate Limited (SRE:LON), 95.0 | Assura Plc (ARSSF:OTC), 0

- Bjorn Zietsman | Tim Leckie
- 111 pages

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PANMURE LIBERUM: UK Real Estate: Mispriced Momentum: Positioned for Recovery

British Land Company PLC (BLND:LON), 397 | Land Securities Group PLC (LAND:LON), 619 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 61.4 | AEW UK REIT PLC (AEWU:LON), 107 | Shaftesbury Capital PLC (SHC:LON), 143 | Hammerson plc (HMSO:LON), 326 | NewRiver REIT plc (NRR:LON), 68.4 | Supermarket Income REIT Plc (SUPR:LON), 81.0 | Derwent London plc (DLN:LON), 1,735 | Great Portland Estates plc (GPE:LON), 314 | Workspace Group PLC (WKP:LON), 394 | CLS Holdings plc (CLI:LON), 60.2 | SEGRO plc (SGRO:LON), 711 | Tritax Big Box REIT PLC (BBOX:LON), 151 | Picton Property Income Limited (PCTN:LON), 73.6 | Primary Health Properties PLC (PHP:LON), 97.9 | Big Yellow Group PLC (BYG:LON), 1,011 | Target Healthcare REIT PLC (THRL:LON), 97.4 | Safestore Holdings plc (SAFE:LON), 720 | Empiric Student Property Plc (ESP:LON), 77.2 | UNITE Group plc (UTG:LON), 552 | Real Estate Investors plc (RLE:LON), 31.9 | Town Centre Securities PLC (TOWN:LON), 124 | Harworth Group PLC (HWG:LON), 166 | Sirius Real Estate Limited (SRE:LON), 95.0 | Assura Plc (ARSSF:OTC), 0

Published: 16 Jul 2025
Author: Bjorn Zietsman | Tim Leckie
Pages: 111

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