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Investor Relations14 Oct 2025
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Schroder European Real Estate Investment Trust (SERE) investor relations material
Schroder European Real Estate Investment Trust H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary26 Jun, 2025
Executive summary
Portfolio of 15 commercial real estate assets in France, Germany, and the Netherlands valued at €206m–€230.2m as of March 2025, diversified across offices, industrial, retail, and alternatives, with 95% occupancy and a focus on high-growth cities.
Strong balance sheet with €25m–€26.9m cash, net LTV of 18% post-Frankfurt sale, and nearly all leases index-linked for inflation protection.
Dividend yield of 7.3% fully covered by earnings, with shares trading at a 30–35% discount to NAV; €1.2m invested in share buybacks during the period.
Active asset management with new leases, successful 12-year re-gear with Hornbach, and disposals (Frankfurt, Seville, Metromar JV) to reduce gearing and support capital returns.
Board and management are reviewing strategic options to address share price discount and maximize shareholder value.
Financial highlights
NAV total return was 0.3% for the six months, with NAV per share at 120.1c as of March 2025, down from 122.7c at September 2024, mainly due to valuation declines in Berlin and Hamburg.
EPRA earnings before exceptional items were €3.9m (2.9cps), down 10% year-over-year, mainly due to higher property operating expenses.
Dividend cover at 100% for the period, with ordinary dividends declared at 2.96–3.0cps.
Share buyback of 1.47m shares at an average price of 65.9p, accretive to NAV.
IFRS loss for the period was €0.1m, improved from a €2.2m loss in the prior year.
Outlook and guidance
Focus on lease regears with key tenants (Nestle, State of Baden Württemberg, Stellantis, Hachette) to drive earnings and dividend sustainability.
Board reviewing strategy to maximize shareholder value, with further announcements expected.
Potential for further share buybacks and selective acquisitions, but will remain prudent until French tax matter is resolved.
Expectation of valuation increases in industrial and Berlin assets as market conditions improve.
No debt maturities until June 2026, supporting financial stability.
What is driving the positive NAV total return?
Assess KPN lease impact on dividend capacity.
Explain the rationale behind the Hornbach re-gear.
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Next Schroder European Real Estate Investment Trust earnings date
H2 20255 Dec, 2025
Next Schroder European Real Estate Investment Trust earnings date
H2 20255 Dec, 2025
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