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Schroder Real Estate ate ate Investment
(LSE:SREI)
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Rating:61Neutral
Price Target:
46.00 p
▲(4.66% Upside)
Action:Reiterated
Date:08/26/26
The score is driven primarily by acceptable financial stability (moderate leverage and steady cash generation) offset by volatile reported profitability and revenue decline. Technicals are notably weak (below key moving averages with negative momentum), while valuation is supported by the high dividend yield and a reasonable P/E. Corporate events add a modest positive tilt due to the proposed Picton transaction and management/board strengthening.
Positive Factors
Moderate Leverage
Moderate and relatively stable leverage provides the REIT with a more resilient capital structure than a heavily indebted property vehicle. A steady asset and equity base should preserve financial flexibility for investment, refinancing, and distributions over the next several quarters.
Negative Factors
Sharp Revenue Decline
A sharp revenue contraction weakens confidence in the stability of the underlying property portfolio and operating base. If sustained, lower revenue can reduce recurring earnings capacity and constrain the resources available for investment, debt management, and shareholder distributions.
Read all positive and negative factors
Positive Factors
Negative Factors
Moderate Leverage
Moderate and relatively stable leverage provides the REIT with a more resilient capital structure than a heavily indebted property vehicle. A steady asset and equity base should preserve financial flexibility for investment, refinancing, and distributions over the next several quarters.
Read all positive factors
Schroder Real Estate ate ate Investment (SREI) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£390.77M
Dividend Yield8.73%
Average Volume (3M)4.53M
Price to Earnings (P/E)14.3
Beta (1Y)1.22
Revenue Growth7.06%
EPS Growth-54.80%
CountryUK
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryREIT - Diversified
Share Statistics
EPS (TTM)0.03
Shares Outstanding948,471,900
10 Day Avg. Volume7,614,809
30 Day Avg. Volume4,526,613
Financial Highlights & Ratios
PEG Ratio-0.30
Price to Book (P/B)0.78
Price to Sales (P/S)7.83
P/FCF Ratio13.95
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Schroder Real Estate ate ate Investment Business Overview & Revenue Model
Company Description
Schroder Real Estate Investment Trust Ltd. is a closed-end property investment trust, which invests in a portfolio of the United Kingdom commercial properties that are in the office, retail, and industrial sectors. The company was founded on May 2...
How the Company Makes Money
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Schroder Real Estate ate ate Investment Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
64
Positive
Cash Flow
62
Positive
| Breakdown | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 29.63M | 36.62M | 8.24M | 25.23M | 24.42M |
| Gross Profit | 22.71M | 36.62M | 8.24M | -54.65M | 19.42M |
| EBITDA | 20.72M | 37.29M | 19.21M | -54.69M | 1.71M |
| Net Income | 14.05M | 31.06M | 3.02M | -54.72M | 89.37M |
Balance Sheet | |||||
| Total Assets | 497.89M | 496.87M | 478.03M | 490.26M | 544.96M |
| Cash, Cash Equivalents and Short-Term Investments | 10.98M | 3.72M | 6.00M | 8.42M | 11.60M |
| Total Debt | 187.21M | 182.12M | 177.43M | 178.60M | 163.78M |
| Total Liabilities | 200.01M | 195.49M | 190.68M | 189.57M | 172.77M |
| Stockholders Equity | 297.88M | 301.38M | 287.35M | 300.69M | 372.18M |
Cash Flow | |||||
| Free Cash Flow | 16.64M | 18.58M | 23.88M | 17.68M | 19.06M |
| Operating Cash Flow | 16.64M | 18.58M | 23.88M | 17.68M | 19.06M |
| Investing Cash Flow | 3.17M | -1.93M | -2.00M | -14.25M | -9.96M |
| Financing Cash Flow | -12.55M | -18.94M | -24.29M | -6.62M | -9.68M |
Schroder Real Estate ate ate Investment Technical Analysis
Negative
43.95
Price Trends
42.92
Negative
44.14
Negative
47.07
Negative
Market Momentum
-0.63
Negative
45.05
Neutral
34.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SREI, the sentiment is Negative. The current price of 43.95 is above the 20-day moving average (MA) of 41.36, above the 50-day MA of 42.92, and below the 200-day MA of 47.07, indicating a bearish trend. The MACD of -0.63 indicates Negative momentum. The RSI at 45.05 is Neutral, neither overbought nor oversold. The STOCH value of 34.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:SREI.
Schroder Real Estate ate ate Investment Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £55.14M | 7.96 | 10.22% | 8.19% | 5.98% | 35.28% | |
69 Neutral | £162.80M | 16.43 | 5.76% | 7.77% | -3.39% | -59.21% | |
67 Neutral | £400.34M | 7.91 | 10.24% | 7.42% | 9.07% | 21.13% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
61 Neutral | £390.77M | 14.32 | 4.68% | 8.73% | 7.06% | -54.80% | |
50 Neutral | £55.08M | -22.04 | -2.93% | 5.03% | -8.87% | -315.15% |
* Real Estate Sector Average
GB:SREI
Schroder Real Estate ate ate Investment
41.10
-5.46
-11.74%
GB:AEWU
AEW UK REIT
103.00
1.31
1.29%
GB:CREI
Custodian REIT
83.00
9.34
12.68%
GB:RLE
Real Estate ate ate Investors
31.30
1.17
3.88%
GB:AIRE
Alternative Income REIT Plc
68.40
1.62
2.43%
Schroder Real Estate ate ate Investment Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Schroder Real Estate Investment Trust Secures Shareholder Backing and Confirms Board Changes at AGM
Positive
Sep 22, 2026
Shareholders of Schroder Real Estate Investment Trust Limited overwhelmingly approved all ordinary and special resolutions at the company’s Annual General Meeting on 22 September 2026 in London. The votes endorsed the annual report, remunera...
Regulatory Filings and Compliance
Schroder Real Estate Director Priscilla Davies Buys Shares in Listed Property Trust
Positive
Sep 21, 2026
Schroder Real Estate Investment Trust Limited has disclosed a share purchase by director Ms Priscilla Davies, in line with regulatory requirements for transactions by persons discharging managerial responsibilities. The transaction involved the ac...
Other
Schroder Real Estate Director Increases Stake with Share Purchase
Positive
Sep 18, 2026
Schroder Real Estate Investment Trust Limited disclosed that director Alastair Hughes purchased 49,000 ordinary shares in the company on 18 September 2026. The transaction, executed on the London Stock Exchange at an average price of 40.7989 pence...
Business Operations and StrategyRegulatory Filings and Compliance
Insider Share Purchase Reported at Schroder Real Estate Investment Trust
Positive
Sep 16, 2026
Schroder Real Estate Investment Trust Limited is a listed real estate investment trust focused on owning and managing a diversified portfolio of income-producing commercial property assets. The trust provides investors with exposure to U.K. real e...
Regulatory Filings and Compliance
Schroder Real Estate Trust Discloses Director Share Purchase on LSE
Positive
Sep 15, 2026
Schroder Real Estate Investment Trust Limited has disclosed a director share transaction involving non-executive director Mr Richard Dakin. The trust, a London-listed vehicle investing in U.K. commercial property, continues to operate under regula...
Business Operations and StrategyDelistings and Listing ChangesM&A TransactionsRegulatory Filings and Compliance
SREIT Completes Picton Acquisition and Asset Separation
Positive
Sep 11, 2026
Schroder Real Estate Investment Trust has completed the all‑share acquisition of Picton Property Income alongside LondonMetric, with 459,361,357 new SREIT shares admitted today to the FCA’s Official List and trading on the London Stock...
Business Operations and StrategyExecutive/Board ChangesM&A Transactions
Schroder REIT appoints new fund manager ahead of Picton acquisition
Positive
Aug 20, 2026
Schroder Real Estate Investment Trust Limited has appointed Peter Lowe as Fund Manager, replacing Nick Montgomery, contingent on the completion of the consortium acquisition of Picton Property Income Limited. Lowe, currently Head of UK Real Estate...
Business Operations and StrategyDividendsFinancial DisclosuresM&A Transactions
Schroder Real Estate Trust posts solid income and moves to scale up with Picton deal
Positive
Aug 6, 2026
Schroder Real Estate Investment Trust reported a NAV total return of 4.8% for the year to 31 March 2026, down from 11.0% the previous year, with NAV per share slipping 1% to 60.9p and the property portfolio value marginally lower at £474.6m. ...
Business Operations and StrategyDividendsFinancial DisclosuresM&A Transactions
Schroder Real Estate Trust posts resilient NAV return and moves to acquire Picton
Positive
Aug 5, 2026
Schroder Real Estate Investment Trust reported a 0.8% net asset value total return for the quarter to 30 June 2026, underpinned by resilient income and an 8.3% annualised dividend yield on the 4 August share price. Quarterly EPRA earnings rose sli...
Business Operations and StrategyDividends
Schroder Real Estate Investment Trust Declares Interim Dividend for June Quarter
Positive
Aug 5, 2026
Schroder Real Estate Investment Trust Limited has declared an interim dividend of 0.897 pence per share for the quarter from 1 April to 30 June 2026, reflecting its continued focus on delivering income to shareholders. The payout, designated wholl...
Business Operations and StrategyM&A Transactions
LondonMetric and Schroder REIT in £404m All-Share Bid for Picton Property
Positive
Jul 31, 2026
LondonMetric Property and Schroder Real Estate Investment Trust have agreed a recommended all-share offer to acquire Picton Property Income, valuing Picton at about £404 million, a 7% premium to its latest closing price. Picton shareholders w...
Business Operations and StrategyExecutive/Board Changes
Schroder Real Estate Investment Trust Reshapes Board and Committee Leadership
Positive
Jul 10, 2026
Schroder Real Estate Investment Trust Limited has announced a planned change in board leadership, with long-serving Chair Alastair Hughes set to retire at the September 2026 AGM after nine years on the board, to be succeeded by current Senior Inde...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
Schroder REIT and LondonMetric Sweeten Terms in Proposed Picton Takeover
Positive
Jul 10, 2026
Schroder Real Estate Investment Trust and LondonMetric Property have revised the financial terms of their all-share, non-binding proposed offer for Picton Property Income, increasing the SREIT exchange ratio to 0.894 shares per Picton share while ...
Business Operations and StrategyFinancial Disclosures
Schroder Real Estate Investment Trust plans live investor presentation on annual results
Positive
Jul 9, 2026
Schroder Real Estate Investment Trust Limited will host a live investor presentation on 14 July 2026 via the Investor Meet Company platform to discuss its results for the year ended 31 March 2026. The online event, led by Nick Montgomery and Bradl...
Business Operations and StrategyFinancial Disclosures
Schroder Real Estate Investment Trust Sets Date for Full-Year 2026 Results
Neutral
Jul 7, 2026
Schroder Real Estate Investment Trust Limited has announced that it will publish its full-year results for the period ended 31 March 2026 on Friday 10 July 2026. The timing of the release is likely to draw attention from investors monitoring perfo...
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.