segro | The Property Chronicle

The View from Berkeley Square

by Robert Fowlds | 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...

How can REITs reduce their discounts in the absence of M&A activity?

by Mark Cartlich | Jul 18, 2017 | The Fund Manager

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...

The View from Berkeley Square

by Robert Fowlds | Jul 3, 2017 | Investor's Notebook

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...