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Added to YB: 2024-04-25

Pitch date: 2024-03-31

BTLCY [bullish]

British Land Company PLC

+8.87%

current return

Author Info

No bio for this author

Company Info

Our portfolio of high quality UK commercial property is focused on London Campuses and Retail & London Urban Logistics assets throughout the UK.

Market Cap

GBP 4.1B

Pitch Price

GBP 3.51

Price Target

N/A

Dividend

5.13%

EV/EBITDA

14.36

P/E

-4.1K

EV/Sales

9.51

Sector

Diversified REITs

Category

value

Show full summary:
Mayar Capital New Portfolio Holding: British Land Company PLC

BTLCY: UK REIT trading below replacement value of high-quality office, retail & urban logistics properties. Rising rates causing short-term challenges, but stabilizing/falling rates + economic recovery should improve letting environment & boost market perception. Undervalued long-term opportunity.

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