We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.
While yields have compressed in the wider hotel market, the European owner-operator segment still offers considerable value, not least because of this area’s attractive yield premium.
With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.
Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.
Economic and Strategy Viewpoint
This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.
Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.