Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Podcast series
It's been a tough year for property investors. Interest rate hikes have tended to bring down valuations and put pressure on leveraged investments. Discounts have widened across the sector substantially as a result.
But is it all doom and gloom? In this episode of Trust Issues, we speak to UKCM manager Will Fulton about the trust's portfolio and his outlook for the sector. In this short podcast, Will discusses how UKCM has been able to make sizeable increases to rents, high demand for industrials, as well as the trust's discount and his outlook for the 2023.