Managed by Marcus Phayre-Mudge, the TR Property Trust has a lineage that dates back over 100 years. The portfolio invests in the shares of property companies of all sizes, typically within Europe and the UK. It will also have a small amount invested in physical property in the UK. Marcus looks for well-run businesses in sectors including retail, office, residential, industrial property and alternatives. It is an excellent long-term performer and has stood up well to the inflationary challenges we’ve faced recently.
What’s covered in this episode:
- How the trust has managed to negate the threat of inflation
- Why the Supermarket Income REIT has been resilient during inflationary times and why the healthcare sector has struggled
- How the misty outlook for office space in cities has finally cleared and why the sector may not suffer as much as some previously thought.
- The potential for a green building super cycle in core markets globally
- Looking for buildings with “good bones” when it comes to green buildings and why private equity can underpin the listed property market
- Why shopping centres in Europe are much more attractive to invest in than those in the UK
- How the evolution of click & collect can benefit the retail warehousing sector
- The growth of co-living as a sub-sector of the property market
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