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Talking Markets – The case for European property

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Learning: Knowledge

With headline risks rising and markets remaining volatile, few areas feel as out of favour as European real estate. But are investors relying on the wrong playbook? In this episode of Talking Markets, Alex Ross and Kirsty RiddleTurner, Fund Managers of the Premier Miton Pan European Property Share Fund, explain why they believe today’s property cycle is fundamentally different from previous downturns, and what catalysts they think could help the sector return to favour.

Chapters

  • 00:42 Impact of the Iran War on Real Estate Sector
  • 07:51 The Halo Trade: Heavy Assets and Low Obsolescence
  • 15:55 Why Buy Real Estate Securities Now?