Picton Property Income Limited Annual Report 2024

Governance

Financial Statements

Additional Information

Strategic Report

EPRA like-for-like rental growth The table below sets out the like-for-like rental growth of the portfolio, by sector, in accordance with EPRA Best Practices Recommendations.

Like-for-like rental growth £000

Like-for-like rental growth %

Rental income from like-for-like portfolio 2024 £000

Rental income from like-for-like portfolio

2023 £000

2,341 (1,188)

11.3

Industrial

23,047 15,910 7,869 46,826

20,706 17,098 7,781 45,585

(6.9) 1.1

Office

88

Retail and Leisure

Total 2.7 The like-for-like rental growth is based on changes in rental income for those properties which have been held for the duration of both the current and prior reporting years. This represents a portfolio valuation, as assessed by the valuer, of £744.6 million (2023: £766.2 million). EPRA LTV EPRA loan to value’s aim is to assess the gearing of the shareholder equity within a real estate company. 1,241

2024 £000

2023 £000

2022 £000

226,134

Loans and borrowings Less: Cash and cash equivalents

222,764 216,832

(19,773) 206,361 721,997 3,499 5,979 731,475

(20,050)

(38,547)

Net debt

202,714 178,285 744,261 827,790 3,415 4,383 3,278 3,712 750,954 835,885

Investment properties (excluding head lease right of use asset)

Property, plant and equipment

Net receivable 1

Total property value

EPRA LTV 27.0% 21.3% 1 Net receivable is calculated as the net position of the following line items shown on the Balance Sheet: accounts receivable and accounts payable and accruals. Loan to value The loan to value ratio (LTV) is calculated by taking the Group’s total borrowings, net of cash, as a percentage of the total portfolio value. 28.2%

2024 £000

2023 £000

2022 £000

227,533

Total borrowings

224,467 218,835

Less: Cash and cash equivalents

(19,773) 207,760 744,640

(20,050)

(38,547)

Total net borrowings

204,417 180,288 766,235 849,325 26.7% 21.2%

Investment property valuation

Loan to value

27.9%

Cost ratio The cost ratio provides shareholders with an indication of the likely level of cost of managing the Group. The cost ratio uses the annual recurring administrative expenses as a percentage of the average net asset value over the period.

2024 £000

2023 £000

2022 £000

7,219

Administrative expenses

5,955 5,755

Less: Internalisation of company secretarial function

(296) (194) (89)

– – –

– – –

Abortive corporate activity CFO transition costs

Total

6,640

5,955 5,755 602,822 598,022

531,921

Average net asset value over the year

Cost ratio

1.2%

1.0% 1.0%

Picton Property Income Limited / Annual Report 2024

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