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16 Jul 2025

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

British Land Company PLC (BLND:LON), 356 | Land Securities Group PLC (LAND:LON), 580 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 69.1 | AEW UK REIT PLC (AEWU:LON), 108 | Shaftesbury Capital PLC (SHC:LON), 154 | Hammerson plc (HMSO:LON), 287 | NewRiver REIT plc (NRR:LON), 72.0 | Supermarket Income REIT Plc (SUPR:LON), 81.0 | Derwent London plc (DLN:LON), 1,950 | Great Portland Estates plc (GPE:LON), 341 | Workspace Group PLC (WKP:LON), 394 | CLS Holdings plc (CLI:LON), 67.3 | SEGRO plc (SGRO:LON), 666 | Tritax Big Box REIT PLC (BBOX:LON), 144 | Picton Property Income Limited (PCTN:LON), 79.4 | Assura Plc (AGR:LON), 50.0 | Primary Health Properties PLC (PHP:LON), 95.8 | Big Yellow Group PLC (BYG:LON), 946 | Target Healthcare REIT PLC (THRL:LON), 98.6 | Safestore Holdings plc (SAFE:LON), 667 | Empiric Student Property Plc (ESP:LON), 98.8 | UNITE Group plc (UTG:LON), 798 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 135 | Harworth Group PLC (HWG:LON), 184 | Sirius Real Estate Limited (SRE:LON), 95.4

- 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), 356 | Land Securities Group PLC (LAND:LON), 580 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 69.1 | AEW UK REIT PLC (AEWU:LON), 108 | Shaftesbury Capital PLC (SHC:LON), 154 | Hammerson plc (HMSO:LON), 287 | NewRiver REIT plc (NRR:LON), 72.0 | Supermarket Income REIT Plc (SUPR:LON), 81.0 | Derwent London plc (DLN:LON), 1,950 | Great Portland Estates plc (GPE:LON), 341 | Workspace Group PLC (WKP:LON), 394 | CLS Holdings plc (CLI:LON), 67.3 | SEGRO plc (SGRO:LON), 666 | Tritax Big Box REIT PLC (BBOX:LON), 144 | Picton Property Income Limited (PCTN:LON), 79.4 | Assura Plc (AGR:LON), 50.0 | Primary Health Properties PLC (PHP:LON), 95.8 | Big Yellow Group PLC (BYG:LON), 946 | Target Healthcare REIT PLC (THRL:LON), 98.6 | Safestore Holdings plc (SAFE:LON), 667 | Empiric Student Property Plc (ESP:LON), 98.8 | UNITE Group plc (UTG:LON), 798 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 135 | Harworth Group PLC (HWG:LON), 184 | Sirius Real Estate Limited (SRE:LON), 95.4

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

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