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.
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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

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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