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The View from Berkeley Square

The View from Berkeley Square

by | Jan 9, 2018 | Investor's Notebook

The global listed real estate sector In 2017 the FTSE EPRA NAREIT Global Index showed a total return of 5% for a sterling investor, although currencies were again a big factor (e.g. for a US$ investor the global total return was a healthy 15%). The main underperformer...
The View from Berkeley Square

The View from Berkeley Square

by | Aug 14, 2017 | Investor's Notebook

Continental carry trade The big takeaway from the interim results season is the recovery in continental property markets. It’s been a decade since the listed sector in Europe signalled such a positive outlook in spite of some mixed performances in retail. Offices and...