View from the floor: March 2017

Brexit Real estate UK March 2017

UK commercial property: opportunities and threats

In the latest Aviva Investors View from the Floor podcast, Chris Urwin, Andrew Hook and David Diemer explain why a more challenging market backdrop and long-term structural changes will have a lasting impact on UK commercial property.  

After a prolonged period of strong returns, the UK commercial property market is about to move into an altogether more challenging phase; one where value will be harder to find and there will be clear winners and losers. Simply trying to achieve benchmark returns through a well-diversified approach may have worked in the past, but is unlikely to be so successful in future.

 

In this podcast, Chris Urwin, Head of Real Estate Research; Andrew Hook, Fund Manager of the Aviva Investors Property Trust; and David Diemer, Head of Institutional Direct Real Estate, explore some of the key drivers of UK commercial property and how investors must adapt to changing conditions, specifically:

  • The impact of Brexit on UK commercial property;
  • Long-term structural changes in the office, industrial and retail sectors;
  • The limitations to traditional diversification/benchmark-driven investment approaches;
  • The merits of clustering investments in key locations. 

Previous episodes

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