GRI

Grainger PLC

Real Estate First-pass screen £1.2bn

430/1000 Overall fit

AI beneficiary 35% 25

Operating leverage 25% 70

Valuation 25% 30

Downside protection 15% 62

First-pass take

Grainger, the UK's largest build-to-rent landlord, shows strong operating leverage (EPRA earnings +41% on 12% net-rent growth) and defensive rental income (98.6% occupancy, 8% LFL growth), but has zero AI exposure and rising leverage (LTV 36.8%, net debt £1.4bn). No market valuation data provided.

Flags

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