SCD NAV Update Neutral
SCHRODER EUROPEAN REAL ESTATE INVESTMENT TRUST PLC - Property portfolio valuation
Schroder European Real Estate Investment Trust Plc
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What this filing means
A marginal 0.7% decline in the overall property portfolio valuation to €192.6 million masks significant asset-level bifurcation, as successful lease extensions offset severe single-tenant setbacks.
Bull case
- Rumilly logistics asset valuation rose 19% following a 10-year lease extension, securing long-term income.
- Stuttgart office valuation increased 6% due to a new 10-year lease signed at an 18% premium to previous passing rent.
Bear case
- Alkmaar industrial asset suffered a 31% valuation collapse driven by the sole tenant's insolvency and inability to fulfill lease obligations.
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