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16 Jul 2025

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

British Land Company PLC (BLND:LON), 389 | Land Securities Group PLC (LAND:LON), 511 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 68.5 | AEW UK REIT PLC (AEWU:LON), 105 | Shaftesbury Capital PLC (SHC:LON), 145 | Hammerson plc (HMSO:LON), 292 | NewRiver REIT plc (NRR:LON), 73.4 | Supermarket Income REIT Plc (SUPR:LON), 79.3 | Derwent London plc (DLN:LON), 1,750 | Great Portland Estates plc (GPE:LON), 324 | Workspace Group PLC (WKP:LON), 422 | CLS Holdings plc (CLI:LON), 61.6 | SEGRO plc (SGRO:LON), 785 | Tritax Big Box REIT PLC (BBOX:LON), 138 | Picton Property Income Limited (PCTN:LON), 74.8 | Assura Plc (AGR:LON), 47.4 | Primary Health Properties PLC (PHP:LON), 91.4 | Big Yellow Group PLC (BYG:LON), 910 | Target Healthcare REIT PLC (THRL:LON), 96.8 | Safestore Holdings plc (SAFE:LON), 645 | Empiric Student Property Plc (ESP:LON), 92.2 | UNITE Group plc (UTG:LON), 728 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 133 | Harworth Group PLC (HWG:LON), 182 | Sirius Real Estate Limited (SRE:LON), 100

- 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), 389 | Land Securities Group PLC (LAND:LON), 511 | Schroder European Real Estate Investment Trust Plc (SERE:LON), 68.5 | AEW UK REIT PLC (AEWU:LON), 105 | Shaftesbury Capital PLC (SHC:LON), 145 | Hammerson plc (HMSO:LON), 292 | NewRiver REIT plc (NRR:LON), 73.4 | Supermarket Income REIT Plc (SUPR:LON), 79.3 | Derwent London plc (DLN:LON), 1,750 | Great Portland Estates plc (GPE:LON), 324 | Workspace Group PLC (WKP:LON), 422 | CLS Holdings plc (CLI:LON), 61.6 | SEGRO plc (SGRO:LON), 785 | Tritax Big Box REIT PLC (BBOX:LON), 138 | Picton Property Income Limited (PCTN:LON), 74.8 | Assura Plc (AGR:LON), 47.4 | Primary Health Properties PLC (PHP:LON), 91.4 | Big Yellow Group PLC (BYG:LON), 910 | Target Healthcare REIT PLC (THRL:LON), 96.8 | Safestore Holdings plc (SAFE:LON), 645 | Empiric Student Property Plc (ESP:LON), 92.2 | UNITE Group plc (UTG:LON), 728 | Real Estate Investors plc (RLE:LON), 32.0 | Town Centre Securities PLC (TOWN:LON), 133 | Harworth Group PLC (HWG:LON), 182 | Sirius Real Estate Limited (SRE:LON), 100

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

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