Share
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Manage episode 513414356 series 2644842
Content provided by CBRE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CBRE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
This week we shine a light on REITs in the U.K. Two London-based experts discuss what’s driving deal flow, investment strategies and long-term returns, especially in logistics, retail and hospitality.
· Triple-net REITs in the U.K. offer predictable income and resilience through market cycles.
· Urban logistics and convenience retail are leading sectors, driven by consumer behavior and e-commerce demand.
· Sub–£20-million lot sizes are drawing interest from family offices and regional investors focused on low-debt, high-efficiency deals.
· M&A is accelerating REIT scale and relevance, enabling cost synergies, dividend growth and greater appeal to global capital.
· Interest rate spreads and swap differentials can make U.K. real estate increasingly competitive against European and U.S. markets.
278 episodes
))
