A number of REITs have the ability to thrive in current market conditions and thereafter. Not only do they hold assets that will remain in strong demand, but they have focus and transparency. The leases and underlying rents are structured in a manner to provide long visibility, growth and security. Hardman & Co defined an investment universe of REITs that we considered provided security and “safer harbours”. We introduced this universe with our report published in March 2019:
01 Jul 2020
THE MONTHLY July 2020
Allergy Therapeutics plc (AGY:LON), 2.8 | Arbuthnot Banking Group PLC (ARBB:LON), 1,070 | Burford Capital Limited (BUR:LON), 1,210 | Chamberlin plc (CMH:LON), 1.2 | City of London Investment Group PLC (CLIG:LON), 328 | Haydale Graphene Industries Plc (HAYD:LON), 0.4 | Palace Capital plc (PCA:LON), 236 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 13.0 | Primary Health Properties PLC (PHP:LON), 90.8 | R.E.A. Holdings plc (RE:LON), 73.5 | Real Estate Credit Investments Limited (RECI:LON), 116 | Surface Transforms PLC (SCE:LON), 3.0 | Urban Logistics REIT plc (SHED:LON), 110 | Volta Finance Limited (VTA:LON), 504 | Pantheon International Plc (PIN:LON), 327 | Arix Bioscience Plc (3HY:FRA), 0
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THE MONTHLY July 2020
Allergy Therapeutics plc (AGY:LON), 2.8 | Arbuthnot Banking Group PLC (ARBB:LON), 1,070 | Burford Capital Limited (BUR:LON), 1,210 | Chamberlin plc (CMH:LON), 1.2 | City of London Investment Group PLC (CLIG:LON), 328 | Haydale Graphene Industries Plc (HAYD:LON), 0.4 | Palace Capital plc (PCA:LON), 236 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 13.0 | Primary Health Properties PLC (PHP:LON), 90.8 | R.E.A. Holdings plc (RE:LON), 73.5 | Real Estate Credit Investments Limited (RECI:LON), 116 | Surface Transforms PLC (SCE:LON), 3.0 | Urban Logistics REIT plc (SHED:LON), 110 | Volta Finance Limited (VTA:LON), 504 | Pantheon International Plc (PIN:LON), 327 | Arix Bioscience Plc (3HY:FRA), 0
- Published:
01 Jul 2020 -
Author:
Hardman & Co Research Team -
Pages:
32
A number of REITs have the ability to thrive in current market conditions and thereafter. Not only do they hold assets that will remain in strong demand, but they have focus and transparency. The leases and underlying rents are structured in a manner to provide long visibility, growth and security. Hardman & Co defined an investment universe of REITs that we considered provided security and “safer harbours”. We introduced this universe with our report published in March 2019: