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Post by Deleted on Oct 7, 2018 20:19:25 GMT
A portion of my overall investment pot is assigned to UK REITS and Property/Infrastructure ITs, I will be adding to this shortly and am looking to diversify from my existing holdings. I'd be very interested to hear from fellow investors which of these they hold and any reasons why they selected them both to broaden my knowledge and horizons! All input and opinion appreciated  |
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Post by Deleted on Oct 8, 2018 1:54:39 GMT
No problem, although it is an embarrassingly short list and no doubt open to critique but it was only ever a starting point which I intend to add to and diversify.
1. Picton Property
2. NewRiver Retail
3. Warehouse
4. HICL Infrastructure
5. TRIG Renewables
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Post by Deleted on Oct 8, 2018 10:19:10 GMT
Yes to TRIG I also hold Sirius which is German office/factory space with dual holding in SA/London very like a Reit
I think we had this debate last year?
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macq
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Post by macq on Oct 8, 2018 11:06:32 GMT
F&C Commercial Property IT a more run of the mill offering or Regional REIT a newer merger between Two funds
Unite REIT,Greencoat UK wind,Bluefield Solar - more adventurous choices
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Post by Deleted on Oct 8, 2018 13:04:19 GMT
i would question holding a UK Reit, with a Crobyn government lurking in the wings.
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macq
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Post by macq on Oct 8, 2018 13:21:46 GMT
i would question holding a UK Reit, with a Crobyn government lurking in the wings. i'm more worried about my free bus pass
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sarahcount
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Post by sarahcount on Oct 8, 2018 20:04:28 GMT
New REIT coming soon. UK Diversified Property PLC. http://www.ukdiversifiedproperty.com
Count me in.
Everyone should have some.
Etc etc
(Not investment advice)
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zlb
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Post by zlb on Oct 10, 2018 21:56:45 GMT
New REIT coming soon. UK Diversified Property PLC. www.ukdiversifiedproperty.com Count me in. Everyone should have some. Etc etc (Not investment advice) curious, seems to be linked to PM.
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Post by Deleted on Oct 12, 2018 19:09:04 GMT
Yes to TRIG I also hold Sirius which is German office/factory space with dual holding in SA/London very like a Reit
I think we had this debate last year?
I guess we did but then again, we're a year on and I'm buying again!! Sirius are an interesting proposition, although my initial basis for REITs was exposure to UK property in it's various guises as my Vanguard equities portfolio is only 5% UK. Albeit you aren't enthusiastic about this with Jezza leading the opposition! macq thanks for a couple of new suggestions there, Regional catches the eye and Unite could be of interest when I escape my student exposure on Lendy zlb I would suggest sarahcount is having a giggle with her suggestion which is the illegitimate birth child of PM
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rick24
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Post by rick24 on Oct 12, 2018 19:28:00 GMT
i would question holding a UK Reit, with a Crobyn government lurking in the wings. I would question holding anything with a Corbyn government in the wings.
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Post by Deleted on Oct 13, 2018 11:02:53 GMT
Yes to TRIG I also hold Sirius which is German office/factory space with dual holding in SA/London very like a Reit
I think we had this debate last year?
I guess we did but then again, we're a year on and I'm buying again!! Sirius are an interesting proposition, although my initial basis for REITs was exposure to UK property in it's various guises as my Vanguard equities portfolio is only 5% UK. Albeit you aren't enthusiastic about this with Jezza leading the opposition! macq thanks for a couple of new suggestions there, Regional catches the eye and Unite could be of interest when I escape my student exposure on Lendy zlb I would suggest sarahcount is having a giggle with her suggestion which is the illegitimate birth child of PM
The old marxist believes in a number of things, while his base wants housing to be cheaper and more easily available. Hence one simple action will be to force just that, property prices are maintained by our "protect the green belt" unique proposition, the second element that holds up housing prices is non-uk based land ownership and multiple home ownership removing these will allow prices to plummet at which point, REIT values will also plummet.
Depending where we are in the cycle a similar debate will occur within the Conservative party, this also puts uk based REIT in risk, note it also puts many P2P property based loans at risk. In the fight between capital and labour, capital is in danger of losing out.
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Post by Deleted on Oct 13, 2018 11:05:27 GMT
i would question holding a UK Reit, with a Crobyn government lurking in the wings. I would question holding anything with a Corbyn government in the wings. Actually holding anything that is valued in sterling is a worry. Since 1945 successive governments have allowed sterling to devalue year after year. There is no reason to expect that to stop soon.
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macq
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Post by macq on Oct 13, 2018 11:24:25 GMT
while its true govt's may have to wrestle with home ownership many IT/REIT/ pension funds are in commercial property etc and are having to deal with problems already such as a weaker high street but hopefully will adapt
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jester
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Post by jester on Jun 28, 2020 23:52:37 GMT
I'm rejuvenating this discussion as a combination of poor performance and investment elsewhere has left my REIT holding looking rather low.
Does anyone see any value anywhere in the current environment? I guess care homes, student accomodation and retail are out of favour. Intu being the prime example!
Although my NewRiver holdings have been decimated so badly it's tempting to purchase at the current price as they aim to offload retail space for residential developments. 2.5sq ft ear marked for this purpose. Thoughts?
I hold TRIG as a Green Infrastructure IT which looks like a promising field if the world rebuilds in that direction and perhaps warehouse REITS as shopping moves further online?
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registerme
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Post by registerme on Jun 29, 2020 7:18:05 GMT
I started thinking about this (not very hard though) a couple of days ago. There will be a point where distressed assets are put up for sale at an attractive price. I'm not sure I'd want to go so far as to invest directly in such a fund, but maybe if there was a global REIT (or some equivalent) I might be tempted to dabble, or fill up an ISA allowance if things are still going sideways when we get to the next tax year?
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