classic value play: Unite Group (UTG.L)

u/Efficient-Youth-6985 · Reddit — r/ValueInvesting · February 26, 2026 at 21:55 · ⬆ 6 pts · 💬 11 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author presents Unite Group as a classic value play with hard assets, buybacks, low P/E, high yield, and a near-monopoly on UK university accommodation.

UTG.L — LONG Author argues Unite Group is a classic value play with 955p of hard residential assets per 500p share, a P/E of 11, yield above 7%, and debt LTV of 27%. The company is selling assets to fund buybacks at ~99% of book value and holds a near-monopoly on university accommodation at the top 20 UK universities. Author notes tax complications depending on country and discloses holding the stock.

classic value play: Unite Group (UTG.L)

Score 6
Comments 11
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u/Efficient-Youth-6985 Reddit r/ValueInvesting
Unite Group cheap asset-backed value play
Author argues Unite Group is a classic value play with 955p of hard residential assets per 500p share, a P/E of 11, yield above 7%, and debt LTV of 27%. The company is selling assets to fund buybacks at ~99% of book value and holds a near-monopoly on university accommodation at the top 20 UK universities. Author notes tax complications depending on country and discloses holding the stock.
UTG.L HIGH
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This Reddit post, published February 26, 2026, features u/Efficient-Youth-6985 discussing UTG.L. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Efficient-Youth-6985  · Tickers: UTG.L