194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
73: Have we seen the last skyscraper? Plus other post-pandemic property changes
Marcus Phayre-Mudge, co-manager of TR Property Investment Trust and BMO European Real Estate Securities, tells us why rent collection has been better in Germany than the UK, discusses the future of office spaces and death of hot-desking post the pandemic, tells us why skyscrapers may have peaked and reassures investors about the resilience of the trust’s dividends.
TR Property Investment Trust and BMO European Real Estate Securities fund both invest in the shares of property companies within Europe and the UK. The trust will also have a small amount invested in physical property in the UK while the fund can also short some stocks. Both vehicles invest in well-run businesses in sectors including retail, office, residential, industrial property and alternatives (which includes student accommodation, self-storage and healthcare).
Read more about TR Property Investment Trust and BMO European Real Estate Securities fund
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