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To be informed of all SCHRODER REAL ESTATE INVESTMENT TRUST LIMITED's upcoming presentations, register at InvestorMeetCompany: https://www.investormeetcompany.com/s... 0:00 Introduction 1:18 Overview 14:34 Market Context 19:11 Strategy 36:32 Summary 38:25 Q&A Schroder Real Estate Investment Trust Limited (LSE:SREI) delivered a resilient investor update highlighting stable company performance, strong financial results and clear visibility on future earnings growth, supported by a high yielding UK real estate portfolio, active asset management and long term fixed rate debt. Management emphasized a progressive dividend strategy with a 5 percent increase in dividends over the recent six month period and a current dividend yield of around 6.7 percent, supported by a reversionary yield of approximately 8.3 percent and a twelve million pound gap between passing rent and estimated rental value that can enhance future cash flow. The company reported continued demand across multi let industrial assets, retail warehousing and convenience retail, alongside successful leasing initiatives that crystallize higher rents, reinforce margins and support net asset value. With an average debt cost of 3.5 percent, ninety percent fixed for eight years and loan to value near thirty six percent, management sees rising revenue, EBITDA growth and a path to dividend enhancement as new leases, inflation linked uplifts and refurbishments complete. The order book of leasing activity already matches current ERVs and recent asset disposals achieved premiums to book value. Sustainability remains central to the growth strategy, with higher rents and valuation premiums achieved on energy efficient refurbishments that generate green premium demand from tenants and institutional investors. Management expects improving sentiment as interest rates decline and international capital increases into 2026, positioning the trust to benefit from rental growth, constrained supply and continued recovery in real estate values.