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He Ftse 250 It is home to a large number of real estate investment trusts. And for many of them, their income does not depend on the value of the real estate they have.
Today I am possibly looking at my best ftse 250 option, along with a Ftse 100 favorite. Let's verify the greatest first.
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Commercial boom
Lands of Securities (LSE: Land) has offices, shopping centers and retail parks. Some investors will judge it based on the values of these properties. Others will analyze where they get their income and how their figures are seen for profits.
I see an attractive relationship to earnings (p/e). With the 41% dropped shares in five years, they are only 7.7. And could fall to 6.3 by 2027 if the forecasts are close to the brand. We are seeing a dividend yield planned for this year of 6.9% too. I think that could be one of the most attractive of FTSE 250.
Property assessment
Land Securities also seems good to the assessment of the property. With the provisional results of November, the company put its net asset value (NAV) in 873p per action.
That can be an uncertain measure to estimate, and we don't know where it could have gone since then. But with the shares at 558p at the time of writing (January 28), it is a 36%discount. It seems a bit how to buy £ 1 coins for 64p. There is no guarantee of value, but I see it as an additional attraction.
The economy, interest rates, commercial perspectives, the commercial property market … are very uncertain in 2025. But for investors with at least one five -year horizon, I think this has to be one to consider.
Ah, and terrestrial values ”acquired a 92% participation in Liverpool One, one of the main shopping centers in the United Kingdom“In December. I think the Board knows a bargain when they see one.
Cheap like frozen chips?
Supermarket income reit (LSE: Supr) Rent supermarket properties. After a hard 2024, it seems that it faces a uphill in 2025 with a projected P/E of about 35. But, waiting for a strong recovery, analysts have to fall only around 8.5 by 2027.
Since 2022, the tight economy along with high inflation has exerted pressure on supermarkets. And has helped boost the price of the shares of the investment trust by 37% in five years.
Another discount
There is also another discount for NAV here. The company put its NAV per share at 90p as of June 30, 2024. With a price of 68p shares while I write, it is a 24%discount. It is not such a big shock absorber, but it helps.
At the time of the results, President Nick Hewson calculated “The improvement of the interest rate environment must provide positive tail winds“And added:”We are pleased. “
The same threats apply to a large extent, especially because inflation is annoyingly stubborn. And I think the price of shares could fight for a while yet. But that is a 9%dividend yield. It has to be another to consider for a five -year purchase and retention.
(Tagstotranslate) category. Investing