SEGRO

SEGRO is a top-tier European REIT now trading at a significant discount to NAV, despite robust fundamentals and strong structural tailwinds. The company boasts stable occupancy, embedded rent growth potential, and a promising data center JV, supporting a long growth runway for future earnings and dividends. SEGRO's conservative balance sheet, low leverage, and attractive land bank provide resilience and flexibility to capitalize on growth opportunities.» Mehr auf seekingalpha.com

SEGRO PLC (LSE:SGRO) said on Wednesday it expects to be largely shielded from the impact of President Donald Trump's new global tariffs, thanks to the domestic focus of its warehouse and data centre portfolio. The FTSE 100 landlord reported a strong start to the year, with £13 million in new headline rent signed during the first quarter, and high tenant retention at 92%.» Mehr auf proactiveinvestors.co.uk

Segro's investment in converting a London warehouse into a 56 MW data center will be 10x the rental, leveraging existing assets for higher returns. The joint venture with Pure Data Centers minimizes construction costs and power supply constraints, enhancing Segro's asset yield and diversification. Segro's conservative leverage, strong tenant base, and continued EPS growth position it well despite market challenges, making it a solid investment.» Mehr auf seekingalpha.com