Opened a small position in $BYG.L (Big Yellow Group PLC) which is currently trading around 892.00p, this sits near the lower end of its 52-week range (800.50p – 1,208.00p), reflecting a broader valuation squeeze in UK real estate.
For long-term growth investing, and a very reasonable dividend of 5.2% with 2 dividends per year (no special dividend payments have been made but the overall dividends trend shows stability and in fact is generally increasing Year on Year), the dividend cover is approximately 1.3.
Reinvesting some accumulated dividends, I think it is a good position to take with the the company funding a pipeline of 12 new sites, long-term demand is insulated from economic cycles and there is some consolidation factors such as structural UK housing shortages and cramped living spaces, urbanization, and the rise of e-commerce businesses making use of self-storage as decentralized, flexible micro-warehouses, this should lead to increased demand.
There is a good mix of tenant types; Domestic and Commercial - Commercial tenants account for roughly one-third (33% to 35%) of Big Yellow Group’s total occupied space and tend to stay longer which provides a highly predictable foundation for long-term cash flow... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sun Sep 13 2026 01:58:15 GMT+0000 (Coordinated Universal Time)
