Strategy

Safe as warehouses

We look into the attractions of the often-overlooked commercial property sector…
Thomas McMahon
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Updated 08 Jun 2022
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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. 

This year we have been running a series of articles looking at private assets and what they can offer in the midst of a surge of interest in them and inflows into funds investing in them. While there are lots of new assets coming into the mass market via investment trusts, there is a well-established private asset class which, judging by discounts, has fallen out of favour in recent years: commercial property. Below we highlight why we think this sector has a lot to offer for income, inflation protection, and long-term total returns. We then review the sector, which is looking very different after the pandemic from when it started and highlight the current wide discount opportunities.

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Related Funds

TR Property 02 July 2024 Picton Property Income 26 September 2023 Balanced Commercial Property 12 June 2023 UK Commercial Property REIT 05 December 2022 Ediston Property Investment Company 27 May 2022

About the Author

Thomas McMahon
[email protected]
Thomas is Head of Investment Companies Research and joined Kepler in April 2018. Previously he was senior analyst at FE Invest, where he was responsible for fund selection for a range of model portfolios. He covered all asset classes over time, but has particular experience with emerging markets and fixed income as well as UK smaller companies funds. He has a degree in Philosophy from Warwick University and is a CFA charterholder.

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