

Recent data from the Office of National Statistics and HM Land registry show that house prices rose 3% in the year to May 2018, relative to a growth of 3.5 percent in the same period last year. This is the lowest annual rate of growth since 2013, attributed due to...
A History of Land Registry and its Importance Today

The cycle’s not over yet
Gerald Kaye is a 20-year veteran at Helical plc (formerly Helical Bar) and has been CEO since July 2016. His office overlooks Hanover Square, which today still looks like a bombsite, thanks to the ongoing Crossrail construction work. Were it not for the construction...
The cycle’s not over yet

How can REITs reduce their discounts in the absence of M&A activity?
Previously in this column we looked at what appeared to be the start of a new trend of M&A in the property sector, following the bids for Market Tech and Kennedy Wilson Europe. However, the trend has in fact not materialised. It seems that investors would rather...
How can REITs reduce their discounts in the absence of M&A activity?

Premium income or discounted ‘growth’?
In the last few weeks central bank watchers claim to have detected a new mood emerging from this summer’s gathering of the clan. A desire to follow the Fed down a path which leads to ‘normalisation’ of interest rates and the unwinding of QE in an informal ‘Sintra...
Premium income or discounted ‘growth’?

The View from Berkeley Square
Halfway through 2017 the global listed sector is performing better than I had expected, up over 7% Total Return in USD terms, although much of this is down to dollar weakness with the sector up just 2% in sterling and flat in euros. But the big moves for a dollar...
The View from Berkeley Square