Added to YB: 2026-01-13
Pitch date: 2026-01-09
SET.SI [bullish]
Stoneweg Europe Stapled Trust
-1.16%
current return
Author Info
Company Info
Stoneweg Europe Stapled Trust (SERT, formerly Cromwell European REIT and renamed as Stoneweg European Real Estate Investment Trust following the change in Sponsor) is a stapled group comprising Stoneweg European Real Estate Investment Trust (SEREIT) and Stoneweg European Business Trust.
Market Cap
EUR 968.5M
Pitch Price
EUR 1.73
Price Target
N/A
Dividend
7.66%
EV/EBITDA
N/A
P/E
18.04
EV/Sales
9.13
Sector
Diversified REITs
Category
value
Stoneweg Europe Stapled Trust: Best Risk/Reward Opportunity in European REITs
SET.SI: Largest position up 10% but still undervalued. European logistics-focused REIT trading at 20% discount to NAV with 9% dividend yield. Asset managers selling lower quality office portfolio at book value to concentrate on logistics. Strong risk/reward despite recent move.
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