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The Reits raising equity to fund a recovery

A mega equity raise from a UK Reit giant raises the question of who might be next
The Reits raising equity to fund a recoveryPublished on March 11, 2024
  • Segro raised equity at a discount to NAV
  • Other Reits could follow suit

It was the moment many real estate investment trust (Reit) investors were waiting for. Last month, the UK's biggest Reit, Segro (SGRO), raised £907mn in an oversubscribed equity raise with plans to spend that cash developing its sizeable pipeline of warehouse projects.

The move intends to capitalise on tenant demand for warehouse assets as the real estate market recovers, but not all equity raises happen from a position of such strength. This week, Regional Reit's (RGL) share price sank by a third after it confirmed reports that it was considering an equity raise at "a material discount" to its share price to pay a maturing bond.

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