)
NewRiver Reit (NRR) investor relations material
NewRiver Reit H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong operational momentum and earnings growth, driven by the integration of Capital & Regional and robust performance in retail assets, unlocking £6.2m in annual net cost synergies.
Portfolio focused on retail parks and shopping centres, with high occupancy (95.3%), strong tenant retention (96%), and continued leasing momentum.
Disciplined capital allocation with three shopping centre disposals and a significant share buyback, enhancing EPS and NTA per share.
Customer spend in the portfolio outperformed the national average by 5.4% year-over-year.
Balance sheet remains robust with stable leverage, healthy cash reserves, and reaffirmed investment grade credit ratings.
Financial highlights
Underlying Funds From Operations (UFFO) rose 31% to £15.1m (3.3p per share) from £11.5m (3.7p per share) year-over-year, driven by Capital & Regional acquisition.
Net property income increased to £31.4m from £21.8m year-over-year.
EPRA NTA per share increased to 104p from 102p at March 2025.
Total accounting return of +5.4%.
Ordinary dividend of 3.1p per share, fully covered by UFFO.
Outlook and guidance
Positive outlook for the retail sector, with strong prospects for rental growth and continued valuation stability.
Committed to reducing LTV to below 40% through further disposals, with £40m of assets under offer or completed.
Plan to remain an unsecured borrower and be active in refinancing over the next six months.
Expecting further income disruption in H2 from retailer restructurings, estimated at £0.5m–£1m, but confident in medium-term rent recovery.
Shares continue to trade at a discount to NAV; increasing scale is a strategic priority.
Next NewRiver Reit earnings date
Next NewRiver Reit earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage