Image source: Getty Images
. FTSE 250 It is home to a enormous number of real estate investment funds. And for many of them their income does not depend on the value of their property.
Today I look at my best FTSE 250 selection in combination with FTSE 100 favorite. Let’s check the larger first.
It should be remembered that tax treatment depends on the individual circumstances of each client and may change in the future. The content in this article is provided only for information purposes. It is not to be, nor does it constitute any form of tax advice.
Business boom
Securities (LSE: Land) is the owner of offices, shopping centers and retail parks. Some investors will assess this based on the value of these properties. Others will look at where he will get his income and what its numbers look like on profits.
I see an attractive price -ahead price ratio (P/E). Because the shares have dropped by 41% in five years, it is only 7.7. And it can drop to 6.3 to 2027 if the forecasts are close to the sign. We look at the expected dividend performance for this year 6.9%. I think it can be one of the most attractive on FTSE 250.
Real estate valuation
Land Securities also looks good after the valuations of real estate. With the momentary result of November, the company placed its net assets (NAV) on 873 pens per share.
It can be an uncertain estimate, and since then we don’t know where it could. But having shares at 558 pence at the time of writing (January 28), it is a 36% discount. It seems a bit like buying coins with a value of 64 pence. There is no guarantee of value, but I consider it an additional attraction.
The economy, interest rates, business perspectives, commercial real estate market … are very uncertain in 2025. But for investors with at least a five -year horizon, I think this should be considered.
Aha, and land securities “acquired 92% of shares in Liverpool One, one of the most important shopping centers in Great Britain“In December. I think the management knows the opportunity when they see it.
Cheap like frozen tokens?
Reit income from the supermarket (LSE: SOPR) rents supermarket properties. After the hard 2024, it seems that it is in the face of the battle uphill in 2025 with a projected p/e of about 35 years venerable. But expecting a sturdy recovery, analysts fall to about 8.5 to 2027.
From 2022, a tight economic squeeze in combination with high inflation has put pressure on supermarkets. This helped reduce the price of an investment trust by 37% in five years.
Another discount
There is also another discount for NAV. The company put down its action on 90P on June 30, 2024 at the price of 68 pence, as I write, it is a 24% discount. This is not such a enormous buffer, but it helps.
During the results of FY Nick Hewson counted “Nick Hewson”The improvement of the percentage of interest rates should be provided by positive rear winds“And he added:”We are pleased to recommend another increased dividend of 6.12 pens per share for FY25 and remain focused on providing progressive dividends for shareholders. “
The same threats are largely, especially since inflation is irritatingly stubborn. And I think that the price of the action can fight for some time. But this is 9% dividend performance. This must be another one, which should be considered for five years of buying and hanging.