Schroder European Real Estate Investment Trust plc (LSE:SERE) has released its full-year results for the period ending 30 September 2025, reporting a positive NAV total return supported by a strong balance sheet and effective asset management. Although net asset value edged lower due to unrealised valuation declines, the trust maintained a competitive dividend yield and continued to benefit from high occupancy levels. Management is actively addressing upcoming challenges, including KPN’s expected lease exit and a tax claim from the French Tax Authority, while progressing asset management initiatives intended to strengthen long-term portfolio performance. The update reflects a cautiously improving backdrop for European real estate, buoyed by stronger economic sentiment and renewed investor confidence.
The trust’s outlook is anchored by its debt-free position and constructive corporate developments. However, slower revenue growth, a relatively high valuation, and only moderate technical signals temper expectations. While ongoing asset management efforts and value-creation initiatives are encouraging, enhancing revenue and improving operational efficiency remain key priorities.
More about Schroder European Real Estate Investment Trust
Schroder European Real Estate Investment Trust plc (SEREIT) invests in a diversified portfolio of commercial real estate across Europe’s growth cities and regions. The company focuses on income generation and long-term capital appreciation through active property management and strategic investment in high-quality assets.
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