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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Real Estate Investors
Real Estate Investors (RLE) investor relations material
Real Estate Investors Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading update summary14 Jan, 2026
Trading performance and sales programme
Completed and contracted property disposals totaled £26.9 million over 2024 and 2025, despite a subdued investment market and transactional paralysis in H2 2025.
Drawn debt was reduced from £54.4 million at the start of 2024 to £34.3 million by year-end 2025.
Rent collection remained strong at 99.28% in 2025, with year-end occupancy at 78.69% due to lease events and tenant insolvencies.
Contracted rental income at year-end was £8.3 million per annum, impacted by asset sales and tenant issues.
Covered dividends continued to be paid, totaling £56 million since the policy began.
Strategic outlook and management actions
A pipeline of sales and new lettings is in advanced stages, expected to improve rental income, occupancy, and WAULT.
Assets will be placed on the market in mid-March 2026, focusing on larger retail properties to leverage improved investor demand.
The strategy remains to complete the three-year orderly sales programme, with a possible extension if needed to maximize shareholder value.
Management continues to review administrative costs to ensure operational efficiency.
The company remains open to a corporate transaction, including a potential portfolio sale.
Leadership commentary and shareholder alignment
Leadership highlights disciplined execution of the sales programme and resilience of the portfolio.
Optimism for improved market conditions in 2026, supported by easing interest rates and a healthy pipeline.
Board remains focused on debt repayment, capital returns, and maintaining covered dividends.
Any extension to the disposal strategy will be considered only if necessary to maximize shareholder value.
When will capital returns to shareholders begin?
Impact of new lettings on portfolio metrics?
What drives exploring a full portfolio sale?
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Next Real Estate Investors earnings date
H2 202524 Mar, 2026
Real Estate Investors
Next Real Estate Investors earnings date
H2 202524 Mar, 2026
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