UK real estate investment trusts (Reit) hit hard by coronavirus

The difficulties of many businesses to pay rents during the lockdown has forced UK Reits to suspend, postpone or cut dividends. The value of their property portfolios has fallen as well with many Reit share price falls pricing in worst to come.
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Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Discount %
1-yr avg discount %
Offices %
Rent collected %
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
1
AEW UK Reit (AEWU)
-30.1
-0.2
-4.9
35.6
11.9
Qtly, under review
-28.6
-8.8
23
87% 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
2
BMO Commercial Property (BCPT)
-29.6
-3.6
-27.6
23.5
0.0
Monthly dividends suspended
-36.0
-22.7
41
74% March rent
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
3
BMO Real Estate Investments (BREI)
-26.4
-0.4
-21.1
31.9
8.3
Halved 3rd quarter dividend
-40.2
-25.9
29
86.6% 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
4
Custodian Reit (CREI)
-23.5
0.5
3.6
36.7
3.6
Cutting qtly dividend from 1.6625p to 0.75p for next 2 payments
-16.5
5.5
9
74% April
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
5
Drum Income Plus Reit (DRIP)
-34.2
-3.5
-43.8
7.1
12.0
Dividends suspended for two quarters
-36.9
-10.2
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
6
Ediston Property (EPIC)
-44.8
-2.9
-42.8
17.9
8.8
Monthly dividend cut by 39% to 0.3333p
-50.7
-26.0
23
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
7
LondonMetric Property (LMP)
-10.3
1.1
56.7
63.0
4.1
4th quarter dividend of 2.3p expected
19.9
22.6
3.1
92% April
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
8
Picton Property Income (PCTN)
-26.8
1.3
19.5
68.3
3.3
Qtly dividend cut from 0.875p to 0.625p
-25.3
-5.6
34
71% second quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
9
Real Estate Investors (RLE)
-33.8
3.0
-27.9
43.3
11.4
Annual, outlook uncertain
-49.5
-25.6
76
‘High percentage’ March quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
10
Regional Reit (RGL)
-30.3
2.3
8.4
Qtly, under review
-30.6
-9.9
80.3
93.9% 1st quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
11
Schroder Real Estate (SREI)
-31.5
1.2
-21.5
29.3
0.0
Qtly dividend postponed
-39.9
-21.6
39.6
74% 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
12
Standard Life Inv Property Income (SLI)
-23.7
-3.9
1.5
37.0
6.9
Qtly, under review
-20.0
-4.0
33
74% 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
13
UK Commercial Property (UKCM)
-28.3
-0.9
-11.0
26.7
3.0
Qtly, halved to 0.46p
-27.1
-11.2
17
64% 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
14
Urban Logistics Reith (SHED)
-8.2
0.0
2.9
Semi-A, will declare interim dividend in November
-5.5
-4.6
All 2nd quarter
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
15
Warehouse Reit (WHR)
2.3
1.5
5.4
Target total dividend of 6.2p per for year to 31 March 2021
0.9
-1.2
3
94% March
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
16
Property - UK Commercial sector average
-22.2
-0.2
1.1
38.5
4.1
-10.9
0.0
32.0
Name
Share price this year %
Net asset value this year %
Share price five years %
Net asset value five years %
Yield %
Dividend status
Dividend status
Dividend status
17
FTSE Epra UK index
-23.8
-11.9
3.3
Source: Numis Securities, Reit statements 12/6/20
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