Newriver Reit Plc · LSE:NRR
Newriver Reit — Investor Presentation (January 2026)
9 slides from Newriver Reit's investor presentation, January 2026
Slide 1: Convenience-Led Portfolio Delivering Attractive Returns
Convenience-Led Portfolio Delivering Attractive Returns NewRiver Investment Summary January 2026 HALF YEARINVESTMENT NEWRIVER PRESENTATION 6 MONTHS TO 30 SEPTEMBER 2025 SUMMARY 1
Slide 2: NewRiver at a Glance
NEWRIVER AT A GLANCE A specialist REIT focused on the Delivering consistent long-term income A highly scalable platform with growth “essential and value” segment of UK through a convenience-retail strategy, optionality across retail sectors, utilising retail, investing in community shopping underpin
Slide 3: The NewRiver Investment Case
THE NEWRIVER INVESTMENT CASE 1 Healthy retail market in best position for a decade 2 Operational strength driving consistent earnings improvement 3 Attractive dividend 9.3%1 dividend yield, 125% covered 4 Material NAV discount despite stable valuations and asset sales close to book value 5 Strong pi
Slide 4: Retail Market: Improving Demand Fundamentals and Rental Growth Outlook
RETAIL MARKET: IMPROVING DEMAND FUNDAMENTALS AND RENTAL GROWTH OUTLOOK 1 Healthy Retail Market 2 Operational Strength 3 Attractive Dividend 4 Material NAV Discount 5 Strong Pipeline Consumer retail spend Increasing liquidity in Online retail flatlining Retail vacancy falling continues to grow capita
Slide 5: Operational Strength Driving Consistent Earnings Improvements
OPERATIONAL STRENGTH DRIVING CONSISTENT EARNINGS IMPROVEMENTS 1 Healthy Retail Market 2 Operational Strength 3 Attractive Dividend 4 Material NAV Discount 5 Strong Pipeline Rents Growing from a High Occupancy Maintained High Tenant Retention Rate1 Positive Rental Momentum Highly Affordable Base Roll
Slide 6: Attractive, Fully Covered Dividend
ATTRACTIVE, FULLY COVERED DIVIDEND 1 Healthy Retail Market 2 Operational Strength 3 Attractive Dividend 4 Material NAV Discount 5 Strong Pipeline Stable High Dividend2 9.3% offering attractive income Yield1 stream 6.7 6.6 6.5 6.7 80% sustainable dividend aligned with UFFO UFFO payout policy 125% pay
Slide 7: Material NAV Discount Despite Stable Valuations
MATERIAL NAV DISCOUNT DESPITE STABLE VALUATIONS 1 Healthy Retail Market 2 Operational Strength 3 Attractive Dividend 4 Material NAV Discount 5 Strong Pipeline LFL Valuation Movement by Half Year Period Trading at a significant NAV discount of -30% +0.6% +0.6% Notwithstanding +0.5% Stable earnings yi
Slide 8: Strong Pipeline of Accretive Growth Opportunities
STRONG PIPELINE OF ACCRETIVE GROWTH OPPORTUNITIES 1 Healthy Retail Market 2 Operational Strength 3 Attractive Dividend 4 Material NAV Discount 5 Strong Pipeline Optionality across sub-sector and deal structure to deliver highest risk-adjusted returns Active across all physical retail channels Capita
Slide 9: Investment Summary
INVESTMENT SUMMARY Why NewRiver? Why Now? Only listed specialist in UK community shopping centres Retail real estate market returning to growth and retail parks Scale and breadth deliver unmatched retail data Strong forward leasing pipeline insights that drives decision-making Consistently high occu