SCHRODER REAL ESTATE INVESTMENT TRUST LIMITED (SREI) — Results for the quarter ended 31 December 2025

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the SCHRODER REAL ESTATE INVESTMENT TRUST LIMITED INVESTOR PRESTATION. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged and will be submitted at any time via the Q and A tab situated on the right hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll. I'd now like to hand you over to Nick Montgomery, Fund Manager. Good afternoon, sir. Good afternoon, Lily. Thank you for the introduction, and good morning, everybody or good afternoon rather, everybody, and welcome to an overview of SREIME Real Estate Investment Trust. So for those of you that have been on before, I'm LIMITED Montgomery. I'm a fund manager alongside Bradley Biggins, who is with me today as well. This will probably be a slightly shorter initial presentation than over recent times because obviously we're following their quarterly NAV updates. But there's obviously a lot going on both in terms of obviously geopolitics, but the impact on markets. But also in our case, obviously activity in relation to possible M and A activity and then the hindsight, but we will have some questions about that more broadly. So I guess we we will aim to do give you an overview to the extent that we can in relation in relation to that, in in particular, set it in the context of of our of our broader strategy. If we just though start, I guess, by recapping on what we are for those perhaps that don't know us quite so well. So we are a real estate investment ...