Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of Politics | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Politics
Shrewd'm.com Merry shrewd investors
Best Of Politics | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Politics


Halls of Shrewd'm / US Policy
Unthreaded | Threaded | Whole Thread (93) |
Author: Blackswanny   😊 😞
Number: of 77783 
Subject: Re: Unite Group (UTG), UK, falling knife.
Date: 10/24/25 4:50 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
UTG had a target of 97% occupancy and missed this by a few % in recent reporting and they are acquiring empiric which only has an 84% occupancy. I think the market is reacting to this too, concerns about reality vs management optimism.

It will definitely be tougher going forward but as an investor buying at such a big discount to NAV with low gearing offer discount to IV.

The dividend may also be cut, this isn't an issue for me as I assess property companies on NAV, debt and interest cover... can they weather a storm. UTG can I believe.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (93) |


Announcements
US Policy FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Politics | Best Of | Favourites & Replies | All Boards | Followed Shrewds