PodcastInvestor Meet Company - Audio ArchiveOctober 14, 2026
VALUE AND INDEXED PROPERTY INCOME TRUST PLC - New purchases, portfolio update and 30 September 2026 portfolio valuation
VIP Trust grew income via diversified, inflation-linked acquisitions while maintaining full occupancy and a 39-year dividend growth streak.
- New acquisitions at 7.8% yield: Since the year-end VIP bought an Everyman cinema in Esher (£4.6m, 9%9.2% NIY), a Leicester crematorium (£2.2m, 5.8%6% NIY, 85-year lease), and a Stirling vet practice (£2.8m, 7% NIY, 20-year lease).
- Portfolio valued £143.7m: CBRE/Savills' 30 Sept valuation shows stable values on existing assets; contracted income rose to £10.6m, net running yield 6.9%, WAULT 14.3/16.4 years to break/expiry.
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