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← CockpitCompetitor Analysis › SREI.L Schroder Real Estate Investment Trust LtdOpen in the cockpit ↗

Schroder Real Estate Investment Trust LtdSREI.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Real Estate›Real Estate Investment Trusts
Momentum weak 34
Mkt cap
$548M
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$1.89M
20-day average traded
P/B
0.71×
price to book
ROE
4.7%
delivered
Implied ROE
7.8%
what the price asks
Close · GBP£43.00
1D-0.9%
1W+0.2%
1M+8.6%
3M-4.0%
6M-6.1%
YTD-20.8%
1Y-20.7%
ATR %3.1%
52w lowhigh27.2% off high

What Schroder Real Estate Investment Trust does

No business profile yet.

Schroder Real Estate Investment Trust at a glance

Size Schroder Real Estate Investment Trust (SREI.L) is a United Kingdom Real Estate company (Real Estate Investment Trusts) with a market value of $548M, the 284th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £43.00 on 6 Nov 2026.

Performance Over six months the shares fell 6.1%, against -8.9% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 7.1% over the last twelve months (peer median +6.2%); the operating margin is 67.3% (peer median 44.0%).

Valuation It trades at 0.71× book value against a peer median of 0.79× (9th cheapest of 21).

Price implies The share price implies a return on equity of about 7.8%; Schroder Real Estate Investment Trust delivers 4.7%, so the price asks more than the business earns today.

Relative performance

9010011 May 202611 Aug 20266 Nov 2026SREI.L 91Peer median 91
Six months, rebased to 100: Schroder Real Estate Investment Trust against the median of its 20 peers (local-currency closes).

Schroder Real Estate Investment Trust financials

Reported figures in GBP; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£29.6M£29.6M£27.7M£27.3M£25.2M
Revenue growth—+7%+1%+8%—
Gross profit£22.7M£22.7M£22.5M£22.8M£20.1M
EBITDA£20.0M£20.0M£19.5M£19.2M£17.6M
Net income£14.1M£14.1M£31.1M£3.02M-£54.7M
Free cash flow£16.6M£16.6M£15.7M£20.6M£16.8M
Capital expenditure£0£0£0£0£0
Total debtn/a£187M£182M£177M£179M

Quarterly statements and history in the cockpit →

Schroder Real Estate Investment Trust competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-20%0%BDNCREIUHT180203MRG-UNMHC-UNAP-UNABG8977FVRYATODXI451800ADAM365550TRTXIVRAPR-UNSREI.L6-month return →1-month return →
Up and to the right = strong over both horizons. Schroder Real Estate Investment Trust is the large dot.

Fundamentals: return on equity against price-to-book

-20%-10%0%10%0.50×10×1.50×BDNCREIUHT180203MRG-UNMHC-UNAP-UNABG8977RFFFVRYATODXI451800ADAM365550TRTXDCRUIVRAPR-UNSREI.LReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Schroder Real Estate Investment Trust is the large dot.

Capital: ROE delivered against the ROE the price implies

-40%-20%0%20%-40%-20%0%20%BDNCREIUHT180203MRG-UNMHC-UNAP-UNABGFVRSREI.LROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Schroder Real Estate Investment Trust is the large dot.

Schroder Real Estate Investment Trust competitors and peer comparison

How Schroder Real Estate Investment Trust compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Schroder Real Estate Investment Trust against its 20 peers (data as of 6 Nov 2026)
MeasureSREI.LPeer medianRank in peer set
1-month return+8.6%+3.5%5th highest of 21
6-month return-6.1%-8.9%10th highest of 21
Return on equity4.7%4.5%10th highest of 21
Price / book0.71×0.79×9th cheapest of 21
Trailing P/E15.0×13.6×8th most expensive of 16
ROE the price implies7.8%7.0%9th most demanding of 21
ROE delivered4.7%4.3%9th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Schroder Real Estate Investment Trust SREI.LUnited Kingdom$548M-6%+7%5%0.71×7.8%4.7%
Brandywine Realty Trust BDNUnited States$551M+4%+4%-19%0.85×10.1%-18.8%
Custodian Property Income REIT CREI.LUnited Kingdom$545M+1%+9%11%0.83×8.0%10.6%
Universal Health Realty Income Trust UHTUnited States$544M-4%0%14%3.90×26.8%13.5%
China Merchants CMET Closed Infrastructure Real Estate Investment Trust Registered Unit 180203.SZChina$541M0%+451%2%1.21×3.8%2.4%
Morguard North American Residential Real Estate Investment Trust MRG-UN.TOCanada$557M-12%-1%6%0.37×4.9%5.5%
Flagship Communities Real Estate Investment Trust MHC-UN.TOCanada$557M+17%+16%14%0.78×4.7%14.4%
Allied Properties Real Estate Investment Trust AP-UN.TOCanada$539M-61%-5%-43%0.21×4.3%-43.5%
Abacus ABG.AXAustralia$539M-13%-5%-5%0.55×7.0%-5.0%
Hankyu Hanshin REIT 8977.TJapan$533M-19%-38%5%0.97×4.3%5.3%
Rural Funds RFF.AXAustralia$532M-1%+7%11%0.68×8.4%10.6%
FrontView REIT FVRUnited States$566M+5%+9%0%1.03×10.5%0.4%
Atom Hoteles SOCIMI YATO.MCSpain$572M-7%-1%17%1.55×7.1%n/a
Dexus Industria REIT DXI.AXAustralia$525M+3%-12%7%0.71×9.3%6.9%
Hanwha REIT 451800.KSSouth Korea$584M-26%+13%5%1.18×5.9%4.6%
Adamas Trust ADAMUnited States$514M-36%+35%0%0.70×9.0%-0.1%
ESR Kendall Square REIT 365550.KSSouth Korea$513M-37%+11%1%0.63×4.6%0.6%
TPG RE Finance Trust TRTXUnited States$512M-21%+6%4%0.50×7.7%4.1%
Digital Core REIT DCRU.SISingapore$588M-11%+19%4%0.57×5.0%4.3%
Invesco Mortgage Capital IVRUnited States$590M-34%-105%-3%0.80×11.2%-3.5%
Automotive Properties Real Estate Investment Trust APR-UN.TOCanada$499M+11%+18%9%0.96×5.1%9.1%

Questions

Which companies are Schroder Real Estate Investment Trust's closest peers?
The cockpit's peer set: Brandywine Realty Trust (BDN), Custodian Property Income REIT (CREI.L), Universal Health Realty Income Trust (UHT), China Merchants CMET Closed Infrastructure Real Estate Investment Trust Registered Unit (180203.SZ), Morguard North American Residential Real Estate Investment Trust (MRG-UN.TO), Flagship Communities Real Estate Investment Trust (MHC-UN.TO), Allied Properties Real Estate Investment Trust (AP-UN.TO), Abacus (ABG.AX).
Is Schroder Real Estate Investment Trust expensive compared with its peers?
On price / book it trades at 0.71× against a peer median of 0.79×, 9th cheapest of 21 in its peer set. The share price implies a return on equity of about 7.8%; Schroder Real Estate Investment Trust delivers 4.7%, so the price asks more than the business earns today.
How has Schroder Real Estate Investment Trust stock performed?
Over six months to 6 Nov 2026 the shares returned -6.1% against -8.9% for the median peer; over one year -20.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.