FTSE 100 news / Companies and sectors / Real estate / 13 October 2026
Real estate: sector news on Tuesday 13 October 2026
Average tone +5.0 (positive) across 4 companies with relevant coverage, from 15 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| British Land | +6.8 | 5 | Coverage was mainly supportive, with Goldman Sachs keeping its Buy rating and a report calling the shares undervalued after a strong three-year run. |
| Tritax Big Box REIT | +1.8 | 4 | Coverage focused on the naming of Nick Prettejohn as chair designate and valuation commentary suggesting the shares trade below fair value. |
| LondonMetric Property | +6.2 | 3 | Coverage centred on LondonMetric looking undervalued on rental cash flow and attracting income investors with a 7.3% yield. |
| Segro | +5.2 | 3 | Coverage centred on fresh offer interest in Segro and a debate over whether its 47% share price run leaves it fully valued. |
| Land Securities | – | 0 |
Strongest stories in the sector
- +8.3 British Land (LSE:BLND) Stock Looks Undervalued Following Its 51% Three Year Run
Valuation commentary calls stock undervalued after strong three-year run. - +7.5 Goldman Sachs keeps Buy rating on British Land stock at 500 GBp - ad-hoc-news.de
Goldman Sachs maintains Buy rating with 500p target, supportive for shares. - +7.5 LondonMetric Property (LSE:LMP) Stock Could Be 18% Undervalued On Rental Cash Flow
Valuation analysis suggests shares are undervalued on rental cash flow. - +7.5 SEGRO (LSE:SGRO) Draws Fresh Offer Interest As Valuation Debate Heats Up
Fresh offer interest suggests takeover appeal and supports valuation. - −6.3 Berenberg cuts target for Tritax Big Box stock to GBp 188 - ad-hoc-news.de
Berenberg lowered its price target, a negative analyst move. - +6.3 A&O Shearman moves into new City headquarters at Broadgate
Major tenant moves into British Land's Broadgate development, a positive for the campus. - +6.3 Why is everybody suddenly buying this FTSE 100 income stock? Maybe it’s the 7.3% yield
Investor buying interest attracted by a 7.3% yield. - +5.3 Tritax Big Box REIT (LSE:BBOX) Could Be 18% Below Fair Value On Chair Succession News
Valuation piece suggests shares trade below fair value after chair succession news. - +5.3 A&O Shearman moves to new London office at 2 Broadgate
Tenant announces move to 2 Broadgate, supporting the campus. - +5.0 A&O Shearman moves into new City HQ after 20 years in Spitalfields - Non-Billable
Tenant relocating to Broadgate, British Land's estate; mildly positive. - +4.7 Is LondonMetric Property (LSE:LMP) Reshaping UK Real Estate With Its Joint Picton Bid Amid FTSE 100 Moves?
Joint Picton bid positions company as active consolidator in UK real estate. - +4.0 Tritax Big Box REIT (LSE:BBOX) Stock May Trade Below Fair Value On Cash Flow
Cash flow analysis points to shares possibly below fair value.