Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts (REITs), which have faced recent challenges but currently show signs of revitalisation.
Joining us is Matt Norris, Head of Real Estate Securities at Gravis, who will walk us through seven key factors that could spark a positive shift in the sector, beginning with the impact of declining interest rates.
Throughout this conversation, we’ll explore various dynamics, including rising rents, limited new supply, discounted valuations, and how these elements may reshape investor sentiment towards REITs. Matt will also offer insights into the broader economic environment, property values, and rental growth, helping you gauge whether now might be the right time to consider this asset class.
Is it better to invest directly in REITs or via an actively managed fund? We’ll tackle that, too, with Matt sharing the benefits of professional management in navigating the market’s complexities.
We manage to pack in a lot in this episode, from macroeconomic trends to the finer points of M&A activity, regulatory improvements, and the advantages of an actively managed approach to investing in REITs. Don’t miss this opportunity to gain expert insights into the factors driving change in the UK’s real estate market!
Check out the conversation below…
Listen on Spotify HERE
Listen on Apple Podcasts HERE
