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Schroder European Real Estate ate ate Investment (SERE) AI Stock Analysis

GB:SERE

Schroder European Real Estate ate ate Investment

(LSE:SERE)

Select Model
Rating:65Neutral
Price Target:GBX 60.00â–²(7.91% Upside)
Action:reiterated
Date:08/06/26

The score is driven primarily by improving FY2025 fundamentals and a moderately leveraged balance sheet, tempered by historically uneven earnings/cash flow and low ROE. Technicals are supportive with price above major moving averages and a positive MACD, while valuation is a trade-off between a high P/E and a very strong dividend yield.

Positive Factors
FY2025 Earnings ReboundFY2025's revenue rebound and margin expansion indicate stronger operating performance and improved earnings capacity. If sustained over the next several quarters, this could provide more internal funding for property management and investment while supporting the trust's income-and-growth objective.
Negative Factors
Earnings VolatilityThe history of uneven revenue and a large FY2023 loss reduces confidence that FY2025's recovery represents a stable earnings base. Such variability makes forward cash generation harder to plan and can limit management's ability to commit consistently to investment or shareholder distributions.

Schroder European Real Estate ate ate Investment (SERE) vs. iShares MSCI United Kingdom ETF (EWC)

-10%-5%0%5%10%15%20%25%30%GB:SERE-4.23%EWC+21.27%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
GBP 73.06M
Dividend Yield
9.08%
Average Volume (3M)
299.80K
Price to Earnings (P/E)
26.1
Beta (1Y)
0.63
Revenue Growth
-6.22%
EPS Growth
33.53%
Country
UK
Employees
1
Sector
General
Sector Strength
55
Industry
REIT - Diversified

Schroder European Real Estate ate ate Investment Business Overview & Revenue Model

Company Description

Schroder European Real Estate Investment Trust plc (SERE.L) is a UK-based, closed-ended real estate investment company that commenced operations on January 9, 2015. It is managed by Schroder Real Estate Investment Management Limited. The company's in...

Schroder European Real Estate ate ate Investment Financial Statement Overview

Summary

FY2025 showed a strong rebound with sharply higher revenue (+46.6% YoY) and improved net margin (~27.8%), alongside manageable leverage (debt-to-equity ~0.36). Offsetting this, earnings and cash flows have been volatile across years (including a FY2023 loss and earlier cash flow weakness) and ROE remains low (~1.2%), reducing confidence in durability.

Income Statement

58Neutral

Balance Sheet

70Positive

Cash Flow

62Positive
Financial statement breakdown
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue19.56M9.44M4.47M20.94M21.14M9.92M
Gross Profit12.68M6.77M4.47M20.94M21.14M9.92M
EBITDA7.83M8.06M1.35M-10.02M17.86M10.76M
Net Income3.37M2.16M575.00K-9.38M13.99M6.24M
Balance Sheet
Total Assets227.74M231.76M244.15M255.11M269.39M280.10M
Cash, Cash Equivalents and Short-Term Investments13.16M24.75M27.36M32.45M34.32M45.72M
Total Debt64.07M64.02M70.47M73.62M41.79M68.59M
Total Liabilities76.41M75.10M80.05M83.67M81.15M80.57M
Stockholders Equity151.32M156.66M164.10M171.44M188.24M199.53M
Cash Flow
Free Cash Flow5.96M5.31M7.89M15.90M10.27M-3.75M
Operating Cash Flow5.96M5.31M7.89M15.90M10.27M-3.75M
Investing Cash Flow9.36M9.27M-1.68M-15.15M5.38M38.13M
Financing Cash Flow-14.89M-13.73M-11.29M-2.61M-27.05M-6.69M

Schroder European Real Estate ate ate Investment Technical Analysis

Technical Analysis SentimentNegative
Last Price55.60

Price Trends

50DMA58.43Negative
100DMA59.92Negative
200DMA59.21Negative

Market Momentum

MACD-0.87Positive
RSI41.93Neutral
STOCH39.95Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SERE, the sentiment is Negative. The current price of 55.60 is below the 20-day moving average (MA) of 57.39, below the 50-day MA of 58.43, and below the 200-day MA of 59.21, indicating a bearish trend. The MACD of -0.87 indicates Positive momentum. The RSI at 41.93 is Neutral, neither overbought nor oversold. The STOCH value of 39.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:SERE.

Schroder European Real Estate ate ate Investment Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

GB:SERE against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
GB:SEREGB:SERE65NeutralGBP 73.06M26.072.19%9.08%-6.22%33.53%
GB:AIREGB:AIRE64NeutralGBP 57.15M13.176.42%7.89%3.75%-40.24%
GB:SREIGB:SREI61NeutralGBP 406.89M14.954.68%8.36%7.06%-54.80%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
GB:RESIGB:RESI55NeutralGBP 16.08M-1.30-6.40%352.97%――
GB:ASLIGB:ASLI30UnderperformGBP 44.10M-2.21-19.46%238.13%-72.00%-402.38%

* General Sector Average

Performance Comparison

-20%0%20%GB:SEREGB:SREIGB:RESIGB:ASLIGB:AIREGB:HOMEDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
GB:SERE and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
GB:SERESchroder European Real Estate ate ate Investment55.60-4.30-7.18%
GB:SREISchroder Real Estate ate ate Investment42.90-7.29-14.52%
GB:RESIResidential Secure Income Plc6.40-0.10-1.60%
GB:ASLIabrdn European Logistics Income PLC10.700.504.92%
GB:AIREAlternative Income REIT Plc71.002.744.01%
GB:HOMEHome REIT PLC8.20-0.80-8.89%

Schroder European Real Estate ate ate Investment Corporate Events

Dividends

Schroder European Real Estate Trust Sets Sterling Rate for Interim Dividend

Positive
Oct 12, 2026

Schroder European Real Estate Investment Trust plc has confirmed the sterling currency exchange rate for its third interim dividend for the year ended 30 September 2026, originally declared at 1.48 euro cents per share. Shareholders on the UK registe...

Business Operations and StrategyFinancial DisclosuresShareholder Meetings

Schroder European REIT Posts 1.7% Quarterly Drop in Portfolio Value Amid Wind-Down

Negative
Oct 12, 2026

Schroder European Real Estate Investment Trust PLC reported that its European property portfolio was independently valued at €181.9 million as at 30 September 2026, down from €185.1 million at 30 June, a decline of €3.2 million or 1...

Dividends

Schroder European Real Estate Trust Sets Rand Rate for Interim Dividend

Neutral
Sep 29, 2026

Schroder European Real Estate Investment Trust plc has confirmed the South African rand exchange rate for its third interim dividend of 1.48 euro cents per share for the year ending 30 September 2026. Shareholders on the South African register will r...

Business Operations and StrategyDividendsFinancial DisclosuresLegal ProceedingsShareholder Meetings

Schroder European REIT approves wind-down as NAV falls and dividend continues

Negative
Sep 17, 2026

Schroder European Real Estate Investment Trust PLC, managed by Schroder Real Estate Investment Management, invests in income-generating commercial properties across continental Europe and is listed in both the UK and South Africa. It offers sharehold...

Business Operations and StrategyShareholder Meetings

Schroder European REIT Wins Strong Backing for New Strategy and Amended Articles

Positive
Sep 3, 2026

Schroder European Real Estate Investment Trust plc has secured shareholder approval for a new investment objective and policy, as well as amended articles of association, at a general meeting held on 3 September 2026. The changes, backed by over 99%...

Business Operations and StrategyDelistings and Listing ChangesShareholder Meetings

Schroder European REIT Seeks Shareholder Backing for Managed Wind-Down and Fee Overhaul

Negative
Aug 7, 2026

Schroder European Real Estate Investment Trust has published a circular convening a 3 September general meeting at which shareholders will vote on changing its investment objective and policy to implement a managed wind-down and amend its articles. T...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 06, 2026