NewRiver REIT (NRR) – Special report on investor presentation (1/2)

NewRiver REIT (NRR) – Special report on investor presentation (1/2)

NewRiver REIT is focused on the ownership of retail shopping centres, retail warehouses, pubs and high street locations. What differentiaties it is that it focuses on the convenience/discount part of the retail market.

It aims to create value through the active management of its real estate assets. Historically, it has shown that it is able to do this, and furthermore has a good track record of recycling assets.

While significant risks remain, not least the general retail operating environment, I have faith that management can continue to execute. However, I'm more focussed on the downside risks than possible upside and won't hesitate to exit should some of the issues I have noted worsen. In the meantime, I will welcome the dividend rolling in.

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