Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
The open-ended commercial property fund sector is under pressure, as concerns about the outcome of the Brexit negotiations and the rapid deterioration of the retail property market have spurred many investors to reduce or eliminate their exposure.
In this article, we take a look at primary healthcare properties as a possible alternative to open ended funds, where the risk of 'gating' - funds closing to outflows - is on the rise in volatile market conditions. With a sector average yield of 4.5% and a highly differentiated risk profile, the primary healthcare sector could be the best place for income hungry investors looking for non-cyclical returns.
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