Jefferies’ Post

Unlocking Value: The Rise of Retail Parks in the UK Real Estate Landscape As inflation eases, consumer confidence grows, and the festive season approaches, the UK real estate sector is abuzz with excitement, especially surrounding retail parks. Considered the hidden gems of the real estate market, these out-of-town complexes, often referred to as 'retail warehousing,' are gaining favour among real estate investment trusts (Reits), private equity firms, and institutional investors. Major players like British Land, Landsec, and NewRiver are singing the praises of this asset class, highlighting the potential for a lucrative investment. Read more here: https://lnkd.in/eiuyVJwC #commercialproperty #InspireLegalGroup #Tomorrow #LegalInnovation #ChangeInLaw #LegalTech #LegalRebels

CREATIVE: "In the first quarter of 2024, multi-tenant retail space absorption was positive in more than half of the major markets nationwide." - GlobeSt.com CAPTION: Retail vacancy rates are falling and absorption rates are positive in over half of the major markets across the US. This is a major shift, making retail one of the top-performing asset classes in 2024. While office and industrial real estate are facing headwinds, retail is experiencing a resurgence. This could be due to a number of factors, including a strong economy and a growing consumer base. To learn more: #CRE #CRENews #Retail #Brokers #Investors #Iowa #IowaRealty #NAI

Unlocking the Potential of the UK's Property Market: A Golden Opportunity for Investors 🏡 💼 Attending recent business meetings with my network has underscored the immense potential the UK property market holds, especially as it leads the global real estate recovery. abrdn’s latest report reveals a pivotal shift in the landscape, with core assets poised for impressive growth. 📈 🌟 Key Insights: Resurgence in Core Assets: abrdn has upgraded its view on real estate from underweight to neutral, highlighting the strength of residential, industrial, and retail sectors. The anticipated average return is 8% per annum over the next three years. Prime Opportunities: Prime properties, especially residential and industrial, are expected to outshine other asset classes. The imbalance in supply and demand for residential properties offers a lucrative investment avenue. Sector Performance: Retail parks and standalone retail warehouses are experiencing a remarkable rise, while the office sector remains challenging due to tenant churn and capital expenditure needs. 📈 Having navigated the complexities of the property market for years, I’ve witnessed firsthand the cyclical nature of real estate. The current market conditions present a unique opportunity to capitalise on high-quality assets that promise robust returns. 💡 Reflecting on my journey, I recall a time when market sentiment was similarly uncertain. Strategic investments in prime residential properties during that period not only secured substantial returns but also reinforced my belief in the enduring value of core real estate assets. 🚀 Fellow investors, what’s your take on the current market dynamics? Are you seeing similar opportunities, or do you foresee different trends? Share your experiences and insights in the comments below. Let’s foster a vibrant discussion and support each other in navigating this exciting phase. #PropertyInvestment #RealEstate #UKMarket #InvestmentOpportunities #PropertyManagement #RealEstateRecovery #InvestmentStrategies #LondonProperty #InvestorCommunity

Morgan Garfield, Co-Founder and Thomas Powell, Director - Debt will be in Cannes next month. Recent national media articles have highlighted the resurgence of shopping centres, making them attractive investment opportunities including CoStar UK's data on 'Signs of Life in UK Shopping Centre Investment Market' https://lnkd.in/ehFgdTRm Asset management of destination shopping centres requires a specialist, bespoke approach which has resulted in some major successes across the Ellandi portfolio. We invest and deliver asset and development management strategies to create urban places with purpose. Established in 2008, we have become the UK's leading independent delivery partner to transform urban places. We partner with major stakeholders from local authorities to global investors and lenders to create better places, delivering transformational and sustainable change for all. Do get in touch. Ellandi Portfolio: https://lnkd.in/eYHjdp_G #investment #assetmanagement #developmentmanagement

Commercial real estate finance has been on a rollercoaster ride since the pandemic began, reshaping the industry with various trends and emerging opportunities. A recent article delved into these new developments, providing valuable insights for investors and #commercialrealestate professionals. Key takeaways include an increase in demand for industrial properties driven by e-commerce growth, a shift towards suburban office development, and the evolution of retail spaces. Lenders, meanwhile, continue to be cautious but are gradually reopening the credit market. As the industry adapts, now is the time for participants to reassess their portfolios and identify growth areas within this changing landscape. Let's discuss how these trends are shaping commercial real estate finance. Are you ready to seize the opportunities that emerge? ✨ 💼 #commercialrealestatefinance #industryinsights #commercialmortgagebroker #investmentopportunities

We unveiled some compelling insights at the recent BTR conference by DLA Piper and the British Chamber of Commerce - underscoring a significant shift in the real estate landscape. Data unequivocally shows that professionally managed residential properties are not just keeping pace but significantly exceeding local market rental prices—by nearly 30%. Moreover, these rates are now on par with office rents in comparable areas, underscoring the rental residential sector's robust commercial appeal. This evolution is a clear indicator for investors: capital value growth is not just an opportunity; it's a necessity for securing the returns they seek. A special thanks to Zuzana Chudoba for sharing the data that sparked this critical discussion. #RentalResiRevolution #RealEstateTrends #InvestmentOpportunities

Dive into insights from the 2023 QIC Real Estate Investor Conference! In this QIC Perspective article, Director of Strategic Partnerships & Mandates for QIC Real Estate, Briar Dowsett, discusses her key takeaways from a panel exploring the outlook for the Australian retail real estate sector - a market quickly approaching an opportune inflection point. #QICRealEstate #capitalmarkets #retailrealestate #inflectionpoint

#MondayMotivation: We've been diving into Savills' brand new #investor-focused #BTR report released today. As always, their findings provide invaluable insights for professionals across our sector. Here are the key takeaways that stood out to us - what about you? - Huge growth potential - 800,000 to 1,000,000 homes will be needed in PRS by 2031 - Over £300bn of investment is required to meet future household growth in the private rented sector - expected to be unlocked primarily by institutional investors. - Scale of opportunity - only 0.2% of all current rental stock is SFH and 1.8% multifamily BTR with 4.6 million households living in the private rented sector - Stable rental growth - rental growth over the last 10 years is 3.2% compared to 3.1% of earnings growth - Values of BTR real estate expected to outperform house prices over the next 2 years - Lots of new entrants - over 50% of the new players in the UK market made their debut in 2023 - Investment level in the next few years expected to reach £12bn per annum Get in touch if you have a BTR asset acquisition opportunity - acquisitions@monogramliving.com. https://lnkd.in/e3jgit2M

Our new report, co-authored by Beauhurst shows that a record number of companies were incorporated in the UK last year, with retail and lettings/leased real estate being the top growing sectors. To find out more read our article and download the report: https://lnkd.in/ezDFCtnw

Commercial real estate finance has been on a rollercoaster ride since the pandemic began, reshaping the industry with various trends and emerging opportunities. A recent article delved into these new developments, providing valuable insights for investors and #commercialrealestate professionals. Key takeaways include an increase in demand for industrial properties driven by e-commerce growth, a shift towards suburban office development, and the evolution of retail spaces. Lenders, meanwhile, continue to be cautious but are gradually reopening the credit market. As the industry adapts, now is the time for participants to reassess their portfolios and identify growth areas within this changing landscape. Let's discuss how these trends are shaping commercial real estate finance. Are you ready to seize the opportunities that emerge? ✨ 💼 #commercialrealestatefinance #industryinsights #commercialmortgagebroker #investmentopportunities