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Posted by
Two Blokes Jun 29 -
Filed in
Stock
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SEGRO is a top-tier European REIT now trading at a significant discount to NAV, despite robust fundamentals and strong structural tailwinds. The company boasts stable occupancy, embedded rent growth potential, and a promising data center JV, supporting a long growth runway for future earnings and dividends. SEGRO's conservative balance sheet, low leverage, and attractive land bank provide resilience and flexibility to capitalize on growth opportunities.
