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Stoneweg European Real Estate Investment Trust ( (SG:SET) ) just unveiled an announcement.
Stoneweg Europe Stapled Trust reported a 1.5% year-on-year increase in first-quarter 2026 distributions per security, underpinned by 2.3% like-for-like net property income growth and stable 92.8% occupancy, even as headline revenue dipped due to prior-year divestments. The trust continued to tilt its portfolio toward higher-yielding logistics and light industrial assets, achieving 3.7% like-for-like NPI growth in that segment and maintaining investment-grade credit ratings with high interest-rate hedging.
Management redeployed capital into a modern Dutch logistics facility and a €50 million mandatory convertible loan to AiOnX’s data centre development fund at a blended yield of 6.7%, which is above its cost of debt and accretive to pro-forma distributions. Trading at a roughly 22% discount to net asset value but offering one of the highest dividend yields among Euro and Singapore-listed logistics and data centre REIT peers, SERT is positioning itself as a high-yield vehicle with embedded data centre growth and robust sustainability credentials designed to attract tenants and capital partners.
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 (Stoneweg European Real Estate Investment Trust) is a pan-European real estate investment trust focused on logistics, light industrial assets and an emerging data centre platform across Western Europe and the Nordics. Its €2.2 billion portfolio is largely freehold, concentrated in key markets such as the Netherlands, France, Germany, Italy and the U.K., and targets resilient income with long weighted average lease expiries and strong ESG standards.
Average Trading Volume: 336,748
Technical Sentiment Signal: Buy
Current Market Cap: €854.4M
See more data about SET stock on TipRanks’ Stock Analysis page.