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16 Jul 2025

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

British Land Company PLC (BLND:LON), 351 | Land Securities Group PLC (LAND:LON), 581 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 65.0 | AEW UK REIT PLC (AEWU:LON), 105 | Shaftesbury Capital PLC (SHC:LON), 140 | Hammerson plc (HMSO:LON), 292 | NewRiver REIT plc (NRR:LON), 71.6 | Supermarket Income REIT Plc (SUPR:LON), 78.0 | Derwent London plc (DLN:LON), 1,705 | Great Portland Estates plc (GPE:LON), 312 | Workspace Group PLC (WKP:LON), 392 | CLS Holdings plc (CLI:LON), 57.6 | SEGRO plc (SGRO:LON), 648 | Tritax Big Box REIT PLC (BBOX:LON), 143 | Picton Property Income Limited (PCTN:LON), 78.6 | Assura Plc (AGR:LON), 46.7 | Primary Health Properties PLC (PHP:LON), 89.2 | Big Yellow Group PLC (BYG:LON), 940 | Target Healthcare REIT PLC (THRL:LON), 94.5 | Safestore Holdings plc (SAFE:LON), 645 | Empiric Student Property Plc (ESP:LON), 91.3 | UNITE Group plc (UTG:LON), 708 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 126 | Harworth Group PLC (HWG:LON), 172 | Sirius Real Estate Limited (SRE:LON), 97.3

- 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), 351 | Land Securities Group PLC (LAND:LON), 581 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 65.0 | AEW UK REIT PLC (AEWU:LON), 105 | Shaftesbury Capital PLC (SHC:LON), 140 | Hammerson plc (HMSO:LON), 292 | NewRiver REIT plc (NRR:LON), 71.6 | Supermarket Income REIT Plc (SUPR:LON), 78.0 | Derwent London plc (DLN:LON), 1,705 | Great Portland Estates plc (GPE:LON), 312 | Workspace Group PLC (WKP:LON), 392 | CLS Holdings plc (CLI:LON), 57.6 | SEGRO plc (SGRO:LON), 648 | Tritax Big Box REIT PLC (BBOX:LON), 143 | Picton Property Income Limited (PCTN:LON), 78.6 | Assura Plc (AGR:LON), 46.7 | Primary Health Properties PLC (PHP:LON), 89.2 | Big Yellow Group PLC (BYG:LON), 940 | Target Healthcare REIT PLC (THRL:LON), 94.5 | Safestore Holdings plc (SAFE:LON), 645 | Empiric Student Property Plc (ESP:LON), 91.3 | UNITE Group plc (UTG:LON), 708 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 126 | Harworth Group PLC (HWG:LON), 172 | Sirius Real Estate Limited (SRE:LON), 97.3

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

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