Editing Regional REIT
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'''Exhibit 8: Active capital recycling'''<ref>Source: Regional REIT data, Edison Investment Research.</ref> | '''Exhibit 8: Active capital recycling'''<ref>Source: Regional REIT data, Edison Investment Research.</ref> | ||
[[File:Active capital recycling.png| | [[File:Active capital recycling.png|600px] | ||
'''Exhibit 9: High portfolio yield maintained'''<ref>Source: Regional REIT data, Edison Investment Research.</ref> | '''Exhibit 9: High portfolio yield maintained'''<ref>Source: Regional REIT data, Edison Investment Research.</ref> | ||
[[File:High portfolio yield maintained.png| | [[File:High portfolio yield maintained.png|600px] | ||
While these core elements of strategy have remained unchanged, from late 2020 the company repositioned itself as a specialist regional office investor. This change of focus reflected RGL’s continuing positive outlook for relative returns in the regional office sector, and a desire to capitalise on the investment manager’s strong expertise and operational platform while providing a clear proposition to investors. The office sector now represents 91.4%<ref>As at Q122.</ref> of the portfolio by value compared with 58.4% at IPO. Also in line with post-IPO strategy, a significant c 35% weighting to Scotland has been reduced to c 17%, with a corresponding increase in England and Wales from c 65% to c 83%. | While these core elements of strategy have remained unchanged, from late 2020 the company repositioned itself as a specialist regional office investor. This change of focus reflected RGL’s continuing positive outlook for relative returns in the regional office sector, and a desire to capitalise on the investment manager’s strong expertise and operational platform while providing a clear proposition to investors. The office sector now represents 91.4%<ref>As at Q122.</ref> of the portfolio by value compared with 58.4% at IPO. Also in line with post-IPO strategy, a significant c 35% weighting to Scotland has been reduced to c 17%, with a corresponding increase in England and Wales from c 65% to c 83%. | ||
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'''Exhibit 10: Sector positioning by value at IPO'''<ref>Source: Regional REIT.</ref> | '''Exhibit 10: Sector positioning by value at IPO'''<ref>Source: Regional REIT.</ref> | ||
[[File:Sector positioning by value at IPO.png| | [[File:Sector positioning by value at IPO.png|600px]] | ||
'''Exhibit 11: Sector positioning by value at Q122'''<ref>Source: Regional REIT.</ref> | '''Exhibit 11: Sector positioning by value at Q122'''<ref>Source: Regional REIT.</ref> | ||
[[File:Sector positioning by value at Q122.png| | [[File:Sector positioning by value at Q122.png|600px]] | ||
== Financial and portfolio overview == | == Financial and portfolio overview == |