Leading International Investment Research

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Leading International Investment Research, Edison Investment Research

Equity Bottom-Up

<p>Custodian REIT (CREI) generated a 2.5% NAV total return in Q421, taking the H221 total to 4.9% and FY21 to a positive 0.9% despite pandemic-driven weakness earlier in the year. H221 returns were supported by improving rent collection, delivering increased DPS (including a fifth interim payment), and positive net valuation gains, primarily driven by a strong (49%) industrial asset weighting and asset management initiatives. </p>

Custodian REIT (CREI) generated a 2.5% NAV total return in Q421, taking the H221 total to 4.9% and FY21 to a positive 0.9% despite pandemic-driven weakness earlier in the year. H221 returns were supported by improving rent collection, delivering increased DPS (including a fifth interim payment), and positive net valuation gains, primarily driven by a strong (49%) industrial asset weighting and asset management initiatives. 

Custodian REIT - Fifth interim payment continues DPS recovery