small cap reit with good growth prospects and decent yield
Hi can you include this supermarket REIT on freetrade,?
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Please search next time, as this has been requested as far back as 2019
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You want to own a bit of a sainsburys in Cannock? Weâll know you can ⌠sort of.
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Seems to be liking the inflation data today
From the 11 october 2023
5 year share price total returns 1.8% âŚshite
5 year NAV total returns 38%âŚstill shite
There was a very large reduction in NAV as result of a rise in the discount rate or better put the risk free rate whe (government bonds) started to pay considerably more.
Reits and Infrastructure are considered to be bond proxyâs some more so than others.
I think supermarket REIT is probably (in my opinion) the the REIT that most meets the definition of a bond proxy.
When interest rates do turn i think this will be a very big beneficiary and the 7.5% dividend will pay you while you wait. There should be a significant improvement in the NAV to boot.
Listen to the video and you will get an idea on how they operate.
Note they claim the rent is index linked? Cap and collar BUT most of the caps are fixed at 4% rpi. So in reality rentel returns have been falling. I am ignoring the new rentals at higher rates.
I am not a holder but will be shortly.
Bought today 77.5p
Brought the dip today.
Even tho profits were up they still sold off
Canât really see any downside to holding
Interest rate about to fall means more profit
Only thing I read was theyâre may be a supply shortage of supermarkets they could buy.
Maybe thatâs why the dip 
There is a view which says that supermarkets are buying the supermarkets instead of leasing most of them.
The only way they can guarantee that is to wait to the end of the lease and then say sell it to us or we will leave. Of course they could offer it to another supermarket company.
In a previous statement they were pointing out selling them was quite profitable.
More importantly I think a fall in interest rates will benefit SUPR more than most as I think they are closest to being a bond equivalent. 100% rent collection to low risk companies.
just sat through the 30 min resutls video âŚ
thriilling, wheres Tom Cruise 
, what a way to spend an evening
Have you got a link?
I have nothing planned for tonight. As I have to have an early night, longish cycle ride early morning, unload chicks, longish cycle ride home. Walk dog for a couple of hours. Go to pub get pissed.
So need to make sure I get a good nightâs sleep.
Sounds like that would help.
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Exdividend tomorrow.
Theoretically the share price should fall by an amount equal to the dividend, in this case 1.515p!
Of course you never know whats going to happens as there plenty of other variables.
One of the reason for paying quarterly dividends was to reduce share price volatility but it doesnât wipe it out.
Keeping an eye on the share price during the day may mean you can get a decent dip giving you a better long term dividend.
Been stuck in the 75-80p range for weeks on end.
I donât understand why more people donât love this reit
Itâs a no brainer. 
Yep down yesterday exdivided and started down 3.75% today. Missed the bottom.
I may have some more as you say a no brainer.
Soooo low risk. Good dividend and great possibility of share price gain once interest rates start to fall.
Being paid generously to wait.
its a mystery to me,
interest rates dropping, the UK coming out of recesion , GDP rose 0.1pc last month ,
dividend yield is now over 10%
I have a buy order working, so see what happens
edit: the order was filled as I was typing
Dividend is 8.5%
