)
Sirius Real Estate (SRE) investor relations material
Sirius Real Estate Investor Day 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BizSpace performance and portfolio growth
Rent roll increased by 89% and EBITDA by 120% since November 2021, with portfolio value up 84%.
£10m organic rent roll growth and £27m from 13 site acquisitions, reaching a £42m run rate.
EBITDA margin improved to 58% through efficiency and group optimisation.
Eight assets disposed at or above book value, £8.5m ahead of Nov 2021 valuations.
Current reported book value is £480m, with recent acquisitions including Hartlebury (£101.1m), Bedford (£15.25m), and Chalcroft (£40.5m).
Gloucester Vantage Point acquisition and management
Acquired for £47m, including £6.5m for a solar business with a 10-year government-backed Feed-in Tariff.
1.3m sq ft lettable area, 79% occupancy, and substantial car parking.
Asset management includes self-storage (143 boxes, 5% occupancy) and plans to convert Mews to residential.
Exploring industrial open storage and other development opportunities.
UK economic outlook
UK GDP growth has been the highest in the G7, with the economy showing resilience despite negative headlines.
Household finances remain strong, with net cash-positive status and high savings.
Business confidence is mixed between large companies and SMEs.
Limited fiscal headroom and productivity concerns persist, with potential for a productivity downgrade.
Inflation remains high, but refinancing pressures have eased; short-term yields have pulled back while long-term yields remain elevated.
Next Sirius Real Estate earnings date
Next Sirius Real Estate earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
)
)