Ethmos Podcast Pulse
Start free
← The Pulse · week of Oct 12–18
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.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.