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Stoneweg European Real Estate Investment Trust ( (SG:SET) ) has shared an update.
SERT highlighted that its European logistics and light industrial portfolio remains more than 90% occupied, under-rented and CPI-indexed, supporting steady NPI growth, while it pivots further toward logistics and data centres and away from non-core assets. The trust trades at about a 25% discount to NAV despite offering one of the highest dividend yields among Euro and Singapore-listed peers, underpinned by diversified tenants, limited utility cost exposure, high interest-rate hedging, conservative gearing and embedded ESG targets.
Management reported roughly 300,000 square metres of leasing in FY 2025 with strong tenant retention, as well-located, ESG-compliant assets in core European markets outperformed weaker offices. Since 2017, AUM has grown from about €1.3 billion to €2.2 billion while net gearing stayed below 40% and about €400 million of non-core assets were sold, positioning SERT as a scaled, high-yield logistics platform with a data centre growth option and no near-term debt maturities.
The most recent analyst rating on (SG:SET) stock is a Buy with a EUR1.90 price target. To see the full list of analyst forecasts on Stoneweg European Real Estate Investment Trust stock, see the SG:SET Stock Forecast page.
More about Stoneweg European Real Estate Investment Trust
Stoneweg Europe Stapled Trust (SERT) is a pan-European real estate investment trust focused on logistics and light industrial assets, with a growing data centre development pillar. Its €2.2 billion predominantly freehold portfolio spans key Western European and Nordic markets, targeting resilient income from a diversified base of multinational and government tenants.
Average Trading Volume: 304,627
Technical Sentiment Signal: Buy
Current Market Cap: €854.9M
Find detailed analytics on SET stock on TipRanks’ Stock Analysis page.