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Target Healthcare REIT reports valuation uplift in net assets

29th Oct 2024 12:40

(Alliance News) - Target Healthcare REIT PLC on Tuesday reported quarterly net asset value growth as valuations were driven upwards by rental growth.

In its first-quarter of 2025 the real estate investment trust which specialises in care homes reported a 0.9% increase in its EPRA net tangible assets per share to 111.7 pence at the end of September, from 110.7p the previous quarter, reflecting "a like-for-like valuation uplift driven by the portfolio's inflation-linked rent reviews."

Its NAV total return for the period improved by 2.2%.

Target added that underlying portfolio trading continues to support long-term returns and noted that the value of its portfolio of 94 assets increased by 0.9% to GBP916.4 million from GBP908.5 million the prior quarter. Like-for-like valuations increased by 0.6% with rental growth serving as a primary driver.

The London-based firm's net initial yield remained stable, matching the previous quarter at 6.2% and was "based on an annualised contractual rent of GBP59.2 million".

The firm also announced its first quarterly dividend, increasing it by 2.8% to 1.47p a share from 1.43p the previous quarter. This follows on from the return to the firm's progressive dividend policy announced at its full-year results last month.

For the year ended June 30, Target noted a significant increase in total NAV return to 11.8%, improving substantially from the 1.2% fall experienced the year prior. The period also saw EPRA earnings per share increase by 5.9% to 110.7p from 104.5p the year prior.

The firm also revealed that its annual dividend fell 7.6% to 5.71p from 6.18p the year prior.

Shares in Target were up 0.3% at 90.07 pence on Tuesday afternoon in London.

By Christopher Ward, Alliance News reporter

Comments and questions to [email protected]

Copyright 2024 Alliance News Ltd. All Rights Reserved.

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