UK real estate appears good value on some measures and expensive on others. Tom Goodwin analyses absolute and relative pricing metrics and indicators across occupier, development, and lending markets to explain where we are in the market cycle.
This whitepaper explains how adding long lease real estate to a diversified
portfolio can bring investors greater certainty over the timing and scale of cash flows. It explores how the asset class can be used as an alternative or supplement to holding traditional fixed income assets, and the potential impact on a portfolio’s risk/return profile.
The retail real estate sector is increasingly polarised. Rents have stagnated or declined in secondary shopping centres and high streets since the global financial crisis. Yet the likes of New Bond Street, the Champs-Élysées, Madison Avenue and Ginza weathered the crisis well and have since recorded spectacular rental growth.
What are the benefits and costs of diversification in Real Estate? While the importance of diversification is well known, the answer to the question of exactly how much diversification is appropriate for a real estate portfolio is not necessarily obvious.
In this paper Tom Goodwin considers the risks of investing in UK industrial property and how to mitigate them successfully with a robust investment strategy. Tom also makes the strategic case for the sector and provides his outlook on things to come.