UK REITs: Building Back Better - Capital Access Group

The UK REIT sector offers an interesting selection of both generalist and specialist strategies, whether seeking to unlock under-appreciated value, deliver sustainable, future-proofed buildings, or serve the needs of specific types of occupier with strong long-term fundamentals. In this note we argue that at current valuations, REITs may offer a significant opportunity for investors with a medium-term horizon.

Download UK REITs: Building Back Better - Capital Access Group

UK commercial property has been a cornerstone asset for many income seeking investors in recent decades, particularly since the global financial crisis of 2007/8 and the resulting ultra-low interest rate environment. However, since rates began to rise in 2022 to tackle surging inflation, meaningful returns have once more become available on lower-risk assets such as cash and government bonds, which has led to a retrenchment from alternative income assets such as property. 

About Capital Access Group

Capital Access is an independent specialist IR advisory business that connects quoted companies with new and existing investors, primarily private client fund managers, smaller institutions and regional pension funds. Our service is unconstrained by MiFID II, is additive to your existing corporate broker and ultimately looks to broaden your share register and in turn increase liquidity, dampen volatility and support share price performance.

Contact Details 

Capital Access, Irina Gugoasa, irina.gugoasa@capitalaccessgroup.co.uk

Published 21 June, 2024