Warehouse REIT - share monitoring

[BeautifulSunshine]

Warehouse REIT [WHR]

Our Performance: +1.9%
Current Buy: 107.00
Current Year High: 110.50 [16/12/2019]
Current Year Low: 92.00 [16/12/2019]
Current Dividend Yield: 5.61% [16/12/2019]

https://www.hl.co.uk/shares/shares-sear ... e-reit-ord

[BeautifulSunshine]

Warehouse REIT [WHR]

Our Performance: +6.6%
Current Buy: 112.00
Current Year High: 112.50 [01/01/2020]
Current Year Low: 92.00 [01/01/2020]
Current Dividend Yield: 5.38% [01/01/2020]

https://www.hl.co.uk/shares/shares-sear ... e-reit-ord

[garindan]

I've thought some more about this one. I like the whole idea of a warehousing property portfolio and see it as a very safe investment going forward with online being so warehouse based and traditional bricks and mortar still needing distribution centres and so forth. However, I think we have done pretty well on the share price already and can't see there being large growth again at the moment. Dividend is good but I think we should be looking for something a little more interesting than dividend growth now. Therefore, I have changed my view to sell.

[BeautifulSunshine]

As I write up +7.9% profit.

[BeautifulSunshine]

If Warehouse REIT continue as last year we will qualify for an interim dividend towards the end of Feb 2020, to be paid early March 2020.

[Boro Boy]

I've thought some more about this one. I like the whole idea of a warehousing property portfolio and see it as a very safe investment going forward with online being so warehouse based and traditional bricks and mortar still needing distribution centres and so forth. However, I think we have done pretty well on the share price already and can't see there being large growth again at the moment. Dividend is good but I think we should be looking for something a little more interesting than dividend growth now. Therefore, I have changed my view to sell.

...don't fool yourself; v safe...!?! First see what the gearing of this trust is - loans to assets then perhaps look to the contracts of rental they have, what increases they allow and how long are those contracts. Then (and probably most importantly) who are the clients and how sound are they to continue payments? There is a starter for ten before you say words like ...very safe investment

[garindan]

...don't fool yourself; v safe...!?! First see what the gearing of this trust is - loans to assets then perhaps look to the contracts of rental they have, what increases they allow and how long are those contracts. Then (and probably most importantly) who are the clients and how sound are they to continue payments? There is a starter for ten before you say words like ...very safe investment

I think you have misinterpreted what I meant by very safe investment. I meant in terms of the type of shares we have been looking at for a return, as in share price vs income based. As this is an income based one I'd consider it as a safer share than say the mining share we have in our portfolio, for instance.

[BeautifulSunshine]

As I write, up+ 13.1% profit.

[garindan]

News from the company as quarterly results update.

[BeautifulSunshine]

Warehouse REIT [WHR]

Our Performance: +14.5%
Current Buy: 119.00
Current Year High: 112.50 [01/01/2020]
Current Year Low: 92.00 [01/01/2020]
Current Dividend Yield: 5.38% [01/01/2020]

https://www.hl.co.uk/shares/shares-sear ... e-reit-ord