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SHED

Urban Logistics REIT (#SHED) – recommended 150.3p (42.8p cash and 0.5612 in new shares) per share offer from LondonMetric Property (#LMP)

2025-05-09 06:57:59

Urban Logistics REIT – “possible offer” means another winner on which to bank gains

We recommended shares in Urban Logistics REIT (SHED), describing itself as “the only London-listed REIT to focus on specialist last mile/last touch logistics assets”, just in March at a 115.6p offer price, concluding that with an “above 25% discount to the noted net tangible assets and a now-improving interest rate environment and a favourable demand/supply mismatch for the type of space the company specialises in, we see 20%+ share price upside here and that dividend whilst waiting. Therefore, at up to 117.5p, a value and income Buy”. What about now a “possible offer” that “it would be minded to recommend” and the shares up to comfortably above 140p to sell?

By Tom Winnifrith & Steve Moore | Published 2025-05-02 11:53:12 |

Urban Logistics REIT – discount to NAV and income value

Urban Logistics REIT (SHED) has just announced that it has agreed an “internalisation” proposal including to reduce costs and strengthen alignment with, and potentially encourage new, shareholders. This looks to add further to the value and income potential from a 115.6p offer price for the shares.

By Tom Winnifrith & Steve Moore | Published 2025-03-18 12:20:52 |

Urban Logistics REIT (#SHED) – proposed £108m equity raise at 155p per share, including via PrimaryBid

2021-06-30 07:52:17

Urban Logistics REIT (#SHED) – acquisition of site in Hoddesdon, Hertfordshire, for £34.3m

2020-11-10 07:27:16

Urban Logistics REIT (#SHED) – “proposed placing to raise c. £100 million and a retail open offer and institutional offer to raise up to c.£30 million” at 139p per share

2020-09-21 07:53:39

Urban Logistics Reit (#SHED) – 98% of quarterly rent due collected, “remaining 2% is expected to be collected imminently”

2020-07-06 07:45:24

Urban Logistics REIT (#SHED) – open and subscription offer updates, together with placing has conditionally raised approx. £136.1m

2020-03-05 07:36:02

Urban Logistics REIT (#SHED) – proposed £100m placing & up to c.£6.7m open offer at 137.5p per share

2020-02-10 07:24:00

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Recent Comments

BURIEDTREASURE26 Oct 2026

"The big banks / financial system are healthy now"With $40T from the Fed balance sheet and similarly frightening amounts elsewhere in the Western economies all dependent on "the confidence of strangers" I'd say that is quite the assumption.With talk of a potential bail out for France, the ECB is damned if it does, or doesn't. A big domino to topple.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

JASKK26 Oct 2026

Was there not there an article from Tom suggesting that if the market tanks that gold would also follow ( albeit less so and for a shorter period ). Based on that advice, and looking at charts, surely the best advice is to be in cash, certainly in the short term, earning a good interest payment. There is a distinct possibility that interest rates are exactly where they should be ( normal levels ) and will be for a while ( if not higher ). It was an anomaly having them where they were after the gfc. The big banks / financial system are healthy now, that's the big difference. I'll be watching Berkshire Hathaway and decide what to do when they start to reduce their cash reserves in a meaningful way.

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Sohail26 Oct 2026

Nigel you should offer your services to American Media channels. You can appear on these channels and be completely wrong and no one ever asks you when you are interviewed on the next occasion why you were wrong.The prominent gold expert and financial author who projected gold reaching $10,000 per ounce around the end of 2026 or mid-2027 is Jim Rickards (author of Currency Wars).First it was dec 2026 now he has shifted it to mid 2027 .( We shall see )

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COLINS226 Oct 2026

A miserable 4 this week but 5 counting the wrong vitamin answer.

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NAHUMDOLLAR25 Oct 2026

6, thanks for the quiz!

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BURIEDTREASURE25 Oct 2026

So people warned of a hurricane / cyclone / typhoon through 5 channels are significantly LESS likely to take action than those warned through 4???Sorry, I'm calling cobblers on that.There are clear anomalies around statistical significance calling that whole chart into question.

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DAVID FRASER25 Oct 2026

Excellent analysis as always. We have the Budget this week and the only thing that I can see to help keep this show on the road is a massive cut in Stamp Duty to kick start and propel the housing market forwards. Prices shouldn’t go any higher because interest rates are relatively high but greater transaction increases would mean lots more work and money sloshing about. Estate Agents, removers, cleaners, home DIY projects, extensions, carpets, garden designers - the list of winners goes on and on - and all because of transaction growth. I know it’s tricky but scraping Employees NIC and adding it to income tax would bring in loads of money!

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SWANNJDUCK6925 Oct 2026

Funny old world, no EPP holding RNS from the strategic investor!! I wonder where those shares went?

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SEADOC25 Oct 2026

It was shortable on Friday with Spreadex.

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