sector coverage
Real Estate research
Real Estate coverage collects dated research on business quality, return drivers, balance-sheet resilience, and what the market is paying for.
6 editions linked in this hub.
Coverage
- 29 Aug 2026Watkin Jones's £61 million cash exceeds its equity value. Delayed sales explain whyWatkin Jones plc (LSE:WJG) fell 14.4% as forward sales slipped. Its £61m net-cash headline does not settle what owners can claim.
- 16 Aug 2026Storage King's 27% payout cut leaves 16 developments to fill the gapStorage King Group (ASX:SKG) fell 8.3% after guiding to a 4.5-cent FY27 payout. The gap is debt cost, not empty sheds.
- 13 Aug 2026Centuria's 6% AI rally counts 7MW of capacity before one new customer contractCenturia Capital Group (ASX:CNI) rose 6.0% after funding ResetData's next build. Capacity is firmer; contracted demand is still the valuation crux.
- 13 Aug 2026CLS has £43 million of sales left to prove its NTA is more than an appraisalCLS Holdings (LSE:CLI) fell 3.9% after H1 NTA dropped 11.5%. The remaining disposal target must now prove the office marks in cash.
- 11 Aug 2026Medical Properties Trust moved its debt wall to 2032. The 9.25% coupon sets the costMedical Properties Trust (NYSE:MPT) fell 11.7% after moving $2.4bn of debt to 2032 at 9.25%. The issue is the cash left after the coupon.
- 10 Aug 2026Edge stopped paying rent. Arena REIT's 22% fall assumes the damage spreadsArena REIT (ASX:ARF) fell 22% after Edge missed rent across 31 centres. The post-default valuation now turns on reletting speed and asset marks.