About this episode
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.