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Supermarket Income REIT eyes capital return after Sainsbury's disposal

30th Mar 2023 11:17

(Alliance News) - Supermarket Income REIT PLC on Thursday reported a lower net asset value for 2022 due to a decline in the value of its investments, but was optimistic on a growing UK grocery market.

The real estate investment trust focusing on UK grocery stores said NAV per share at December 31 fell 17% to 96 pence per share from 116p at June 30. EPRA net tangible assets per share reduced 20% to 92p from 115p.

The company reported a negative change in fair value of investment properties and associated rent guarantees of GBP248.1 million in the six months, swung from positive GBP11.0 million a year ago. It reported a pretax loss of GBP192.2 million, compared to a profit of GBP74.6 million.

The company declared a half-year dividend of 3.0p per share, unchanged from a year ago.

Looking ahead, Supermarket Income REIT said its portfolio continued to deliver stable long-term inflation-linked income. It anticipates to benefit from growth in the UK grocery market.

Supermarket Income REIT said its pro forma loan-to-value will fall below 30% in July from 40% in December, after receiving the the receipt of its proceed from its GBP430.9 million disposal of its interest in J Sainsbury PLC's reversion portfolio. The company said it will use the money from the sale "in the most accretive way", considering a return of capital to shareholders and/or redeploying into supermarket real estate assets, citing "current attractive levels of pricing."

Supermarket Income REIT shares were 0.5% higher at 86.80 pence each in London on Thursday morning.

By Tom Budszus, Alliance News reporter

Comments and questions to [email protected]

Copyright 2023 Alliance News Ltd. All Rights Reserved.


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