Schroder Real Estate Investment Trust Ltd

Name

Schroder Real Estate Investment Trust Ltd

Legal name

Schroder Real Estate Investment Trust Limited

Website

https://srei.co.uk

Company type

Public

Founded year

1800

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Real Estate Investment Trust (REIT)

NAICS

Other Financial Vehicles (525990)

SIC

Real Estate Investment Trusts (6798)

akta.pro primary industry

REITs & Listed Real Estate Securities (FSAAAKAD)

akta.pro secondary industries

Real Assets — Operating Platforms & Direct Investments (FSAAAKAL), Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA)

Keywords

• Real estate investment trust
• Uk commercial property
• Property portfolio management
• Sustainable real estate investing
• Brown-to-green strategy

Headquarters

HQ city

St. Peter Port

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Infrastructure, Others

Revenue model

1. Investment Trust Income Distribution: Schroder Real Estate Investment Trust generates income through rental payments from commercial real estate properties in its portfolio. The trust aims to provide shareholders with consistent income and capital growth through UK commercial real estate investments. Revenue is distributed as dividends to shareholders based on rental income and capital appreciation of the underlying property assets.

Distribution channels3 records

Marketing channels6 records

Core offering

Schroder Real Estate Investment Trust (SREI) is a UK-listed investment trust that invests in a portfolio of UK commercial real estate properties, applying a first-of-its-kind brown-to-green strategy to improve the environmental performance of buildings. The trust generates rental income and capital growth from 33 commercial properties valued at £477.8m as at 31 December 2025, distributing returns to shareholders as dividends and through share price appreciation.

Product overview

Schroder Real Estate Investment Trust (SREI) operates as a single unified investment trust product focused on UK commercial real estate. The fund implements a first-of-its-kind brown-to-green investment strategy, seeking to improve the sustainability performance of buildings to generate higher income and capital growth. The portfolio comprises 33 properties valued at £477.8m as at 31 December 2025, with the strategy aiming to capture rental and valuation premiums from buildings with genuine green credentials.

Differentiator

Problem solved

Functional benefit

Products and services

• Schroder Real Estate Investment Trust (SREI) A UK-listed investment trust (LSE: SREI) that invests in a portfolio of UK commercial real estate, applying a first-of-its-kind brown-to-green strategy to improve the environmental performance of buildings and generate consistent income and capital growth for shareholders. The portfolio comprises 33 properties valued at £477.8m as at 31 December 2025.

Quantifiable outcome

• 7.1% portfolio total return over year ended Dec 2025 vs 5.8% for MSCI UK Balanced Portfolios Quarterly Property Index
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered target and core.

• Picton Property Income LimitedtargetStrategic or Co-development Partner · 24 March 2026Picton Property Income confirmed that a consortium comprising LondonMetric and Schroder REIT is interested in acquiring the company. Multiple proposals received but no firm offer yet made - this represents the target of the potential acquisition.
• LondonMetric Property plccoreStrategic or Co-development Partner · 4 March 2026Schroder Real Estate Investment Trust submitted an indicative all-share acquisition proposal with LondonMetric for Picton Property Income Limited on 4 March 2026 as part of Picton's strategic review. Under the proposed deal, Picton shareholders would receive new shares in both LondonMetric and SREIT, with LondonMetric taking logistics assets (~67% of portfolio) and SREIT potentially acquiring retail and offices holdings. This represents a joint consortium bid valued at approximately £396m representing a 9% premium to target's NAV.

Scale indicators9 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• SEGRO plc: Major UK-listed REIT focused on logistics and industrial property. Broader incumbent comparable on UK REIT structure, sustainability investment, and institutional property investment theme.
• British Land Company plc: Major UK-listed REIT with large-scale office and retail portfolios. Comparable as a broader incumbent in the UK REIT space and useful benchmark for ESG strategy execution at scale.
• Land Securities Group plc: Major UK-listed REIT with diversified retail, office, and mixed-use portfolios. Comparable as a large-cap incumbent and reference point for UK REIT ESG transition strategies.

Direct peers

• LondonMetric Property plc: UK-listed REIT with a diversified commercial property portfolio and the consortium lead on the Picton bid. Closely comparable in scale, sector mix, and London listing to SREI.
• Tritax Big Box REIT plc: UK-listed REIT investing in logistics and big-box warehouses. Comparable UK REIT structure and sector focus; relevant for assessing UK commercial real estate dynamics and consolidation patterns.
• Regional REIT Limited: UK-listed REIT focused on regional UK office property. Comparable to SREI on size tier, UK-only mandate, and office exposure — useful benchmark for SREI's UK office sub-segment.
• Custodian REIT plc: Smaller UK-listed REIT with diversified UK commercial property exposure. Comparable to SREI on size, income orientation, and diversified UK commercial strategy.
• Helical plc: UK-listed REIT and property developer focused on London office repositioning. Comparable on active asset management approach and small-mid cap UK REIT structure.
• Derwent London plc: UK-listed REIT specialising in London office refurbishment and repositioning. Directly comparable on active asset management, refurbishment-led value creation, and ESG-focused repositioning thesis.
• Picton Property Income Limited: UK-listed REIT investing across commercial property with a multi-sector strategy similar to SREI's. Direct comparable on portfolio mix, scale tier, and the current target of SREI's consortium acquisition bid.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks1 record

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schroder Real Estate Investment Trust Ltd