Schroder Real Estate Investment Trust Ltd (GB:SREI)
LSE:SREI
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Schroder Real Estate ate ate Investment
(LSE:SREI)
Select Model
Select Model
Rating:67Neutral
Price Target:
52.00 p
▼(-3.53% Downside)
Action:ReiteratedDate:03/24/26
The score is driven primarily by improving financial health and an attractive valuation (low P/E and high yield). This is tempered by weak technicals (below key moving averages and negative MACD), while recent corporate updates and dividend confirmation provide a supportive secondary positive.
Positive Factors
Balance sheet strength
Net-zero reported debt and ~£301.4m equity materially reduce leverage risk and increase financial flexibility. This durable balance sheet supports capital allocation for maintenance, selective acquisitions, and dividend distributions while lowering refinancing vulnerability in stressed markets.
Negative Factors
Earnings & cash flow volatility
Historical lumpiness in earnings and cash flow undermines predictability of recurring distributions and capital planning. A ~15% FCF decline in 2025 after prior swings suggests operating cash generation can be uneven, complicating long-term budgeting and investor confidence.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Net-zero reported debt and ~£301.4m equity materially reduce leverage risk and increase financial flexibility. This durable balance sheet supports capital allocation for maintenance, selective acquisitions, and dividend distributions while lowering refinancing vulnerability in stressed markets.
Read all positive factors
Schroder Real Estate ate ate Investment (SREI) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£241.38M
Dividend Yield6.64%
Average Volume (3M)3.00M
Price to Earnings (P/E)6.0
Beta (1Y)1.10
Revenue GrowthN/A
EPS GrowthN/A
CountryUK
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryREIT - Diversified
Share Statistics
EPS (TTM)0.02
Shares Outstanding489,110,570
10 Day Avg. Volume2,313,426
30 Day Avg. Volume3,004,038
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)0.81
Price to Sales (P/S)6.66
P/FCF Ratio13.14
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Schroder Real Estate ate ate Investment Business Overview & Revenue Model
Company Description
Schroder Real Estate Investment Trust Limited (the 'Company' and together with its subsidiaries the 'Group') is a real estate investment company with a premium listing on the Official List of the UK Listing Authority and whose shares are traded on...
How the Company Makes Money
null...
Schroder Real Estate ate ate Investment Financial Statement Overview
Summary
Income Statement
63
Positive
Balance Sheet
72
Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 36.63M | 36.62M | 8.24M | 25.23M | 24.42M | 21.66M |
| Gross Profit | 33.51M | 36.62M | 8.24M | -54.65M | 19.42M | 15.60M |
| EBITDA | 13.66M | 0.00 | 19.21M | -76.67M | -18.14M | 13.32M |
| Net Income | 29.64M | 31.06M | 3.02M | -54.72M | 89.37M | 4.54M |
Balance Sheet | ||||||
| Total Assets | 501.97M | 496.87M | 478.03M | 490.26M | 544.96M | 460.10M |
| Cash, Cash Equivalents and Short-Term Investments | 6.80M | 3.72M | 6.00M | 8.42M | 11.60M | 12.18M |
| Total Debt | 0.00 | 0.00 | 177.43M | 178.60M | 163.78M | 155.36M |
| Total Liabilities | 199.08M | 195.49M | 190.68M | 189.57M | 172.77M | 163.25M |
| Stockholders Equity | 302.90M | 301.38M | 287.35M | 300.69M | 372.18M | 296.84M |
Cash Flow | ||||||
| Free Cash Flow | 18.44M | 18.58M | 23.88M | 17.68M | 19.06M | 8.66M |
| Operating Cash Flow | 18.44M | 18.58M | 23.88M | 17.68M | 19.06M | 8.66M |
| Investing Cash Flow | -1.33M | -1.93M | -2.00M | -14.25M | -9.96M | -36.53M |
| Financing Cash Flow | -16.29M | -18.94M | -24.29M | -6.62M | -9.68M | 7.00M |
Schroder Real Estate ate ate Investment Technical Analysis
Neutral
53.90
Price Trends
52.18
Negative
52.79
Negative
51.18
Negative
Market Momentum
-1.27
Negative
48.54
Neutral
69.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SREI, the sentiment is Neutral. The current price of 53.9 is above the 20-day moving average (MA) of 48.84, above the 50-day MA of 52.18, and above the 200-day MA of 51.18, indicating a neutral trend. The MACD of -1.27 indicates Negative momentum. The RSI at 48.54 is Neutral, neither overbought nor oversold. The STOCH value of 69.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:SREI.
Schroder Real Estate ate ate Investment Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | £60.38M | 4.85 | 10.22% | 8.23% | 8.48% | 207.85% | |
72 Outperform | £420.67M | 3.34 | 11.57% | 7.17% | 1.60% | 211.81% | |
71 Outperform | £164.07M | 9.16 | 7.33% | 7.43% | -10.95% | -30.09% | |
67 Neutral | £241.38M | 5.97 | 9.81% | 6.64% | ― | ― | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
60 Neutral | £409.59M | 6.81 | 7.51% | 5.15% | -3.98% | 412.08% | |
51 Neutral | £51.93M | -11.90 | -0.96% | 5.02% | -9.28% | ― |
* Real Estate Sector Average
GB:SREI
Schroder Real Estate ate ate Investment
49.35
7.88
18.99%
GB:AEWU
AEW UK REIT
103.40
14.84
16.76%
GB:CREI
Custodian REIT
86.20
22.55
35.43%
GB:RLE
Real Estate ate ate Investors
29.70
2.63
9.70%
GB:PCTN
Picton Property Income
80.20
18.68
30.36%
GB:AIRE
Alternative Income REIT Plc
75.00
11.06
17.29%
Schroder Real Estate ate ate Investment Corporate Events
Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
LondonMetric and Schroder Real Estate Weigh All-Share Bid for Picton
Neutral
Mar 24, 2026
LondonMetric Property and Schroder Real Estate Investment Trust have formed a consortium to consider a possible all-share offer for Picton Property Income, following Picton’s announcement of a formal sale process. The proposal, submitted on ...
Business Operations and StrategyFinancial Disclosures
Schroder REIT lifts income, cuts voids as sustainability push boosts portfolio
Positive
Feb 26, 2026
Schroder Real Estate Investment Trust reported a 1.1% net asset value total return for the quarter to 31 December 2025, supported by a 6.4% annualised dividend yield and EPRA earnings of £4.1 million. The £477.8 million portfolio, concen...
Business Operations and StrategyDividends
Schroder Real Estate Investment Trust Declares Interim Dividend for Q4 2025
Positive
Feb 26, 2026
Schroder Real Estate Investment Trust Limited has declared an interim dividend of 0.897 pence per share for the quarter from 1 October 2025 to 31 December 2025. The payment, designated entirely as a property income distribution, will be made on 27...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.