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“Well-positioned businesses that can weather the storm will emerge stronger as inflation cools and interest rates decline, stimulating positive fund flows” 💬🪙 Ken Wotton, Fund Manager, Strategic Equity Capital plc (SEC), comments on the outlook for UK smaller companies against a backdrop of anticipated interest rate cuts and a new government committed to stability, in his article for MoneyWeek. Ken highlights Brooks Macdonald, one of the UK's leading wealth and investment management firms, The Property Franchise Group, the UK's largest multi-brand lettings and estate agency and Costain Group PLC, one of the UK's leading infrastructure engineering and consultancy services providers, as good examples of companies who have outperformed blue chips over the last year despite them remaining materially undervalued. Ken said: “We believe the stage is set for investors to capture long-term growth in this asset class.” https://lnkd.in/eFjAETwF #smallcap #ukequities | Capital at risk. Not an investment recommendation. Opinions are the fund managers own and not necessarily those of Gresham House.

More than two in five (41.5%) investors have lost confidence in London property as an asset class over the past year, a study by high net worth brokerage Enness Global has revealed. 👇 https://lnkd.in/e6YarBmQ #London #LondonProperty #LondonRealEstate

It's been a tough period for commercial real estate but London is still holding the fort when it comes to attracting investment. Cash-rich families and high net worth individuals are taking advantage of market uncertainty and rising rates to invest in assets including offices, shops and warehouses. Of course, securing commercial property can be a lengthy and complex process and involve a range of legal challenges. In our Trophy Assets Guide, we explore the key issues that individuals need to be aware of when investing in commercial property including financing, tax, planning permission and potential disputes: https://bit.ly/4eQqJZd. Thanks to Paul Lawrence, Michael Goldberg, Matthew Jones, Jonathan Hutt, Saleem Fazal MBE, Liz Wilson, Steve Burke and Philip Jeffcock from CEW Capital for contributing to this chapter. #PrivateWealth #TrophyAssetsGuide #PrivateClient #Regulatory #Tax #RealEstate 

The recent announcement from KingSett Capital, a leader among Canadian private equity property firms, was a shocker. But there has been barely a ripple in the commercial real estate market, writes David Israelson in this look at the Canadian market and what's coming in 2025. #realestate #commercialproperty #wealth #wealthmanagement #PE #privateequity #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices Don't miss an article from Canadian Family Offices. Click here to subscribe to our free twice-weekly newsletter: https://lnkd.in/gEkKA6Ha

It’s a hard life - having extra cash to spend… “I don’t know what to buy…’’😩💰 Unlike some clients who know exactly what investment they’re after, an overseas investor who was looking to dip their toe into the UK Property market, unsure of their investment strategy, consulted us yesterday. They had their heart set on the North West property market, but I first raised the question of whether property was even the right place for their money at all. We started from the ground up: ✅ Top areas to invest, including postcodes like L5 and L20, and hidden gems in the Wirral like Woodchurch. ✅ Lending options. ✅ The stability of the British economy. ✅ Different investment strategies, from higher-risk developments to steady and secure Buy-to-Let (BTL) options. They wanted someone on the ground to overlook the process from the initial viewing, all the way through conveyancing, to completion and establishing hands off asset management strategies. 🙌🏼 While I enjoy working with clients who know exactly what they want and jumping straight into action, it’s always rewarding to guide someone from uncertainty to confidence in their investment journey. Seeing their understanding grow and watching them feel empowered to take that first step is amazing. So, whether you’re considering acquiring property in the UK or already know what you’re after, I’m here to help with the first-world problem of deciding how to invest your money (even if you’re not based in a first-world country) 😂✅. #PropertyInvestment #UKProperty #OverseasInvestors #RealEstate #WealthManagement #FirstWorldProblems #InvestmentOpportunities #AssetManagement #FinancialPlanning #GlobalInvesting

Earn 30 minutes of CPD by reading this article! Anna Lewis of Castle Trust Bank considers the difference between heavy refurb and light refurb bridging finance, and how these products can help property investors to maximise their returns. https://lnkd.in/ewttmWCW

Property Week’s Finance and Data Editor Madeleine Knight has handpicked the top 10 finance stories you need to know from December. In a surprise update delivering Christmas fear rather than cheer to investors, Vistry Group issued a third profit warning on Christmas Eve. In the same month, its rival Barratt Redrow reported a pre-tax profit of £355m in its first end-of-year update. Berkeley Group Plc’s half-year results revealed a 7.7% fall in pre-tax profit to £275.1m. Meanwhile, the final finance analysis of 2024 revealed that REITs were the most shorted sector globally, partly driven by property’s vulnerability to high interest rates. 1. Short sellers target property but the impact on the UK market is limited: https://ow.ly/jbsR50UAUSa 2. Vistry shares plunge as housebuilder issues third profit warning in three months: https://ow.ly/yooA50UAUS8 3. Barratt Redrow reveals £355m profit in first annual figures since £2.5bn merger: https://ow.ly/su7m50UAUS3 4. Berkeley reveals new 10-year strategy as half-year profit dips: https://ow.ly/OPoa50UAUS6 5. BoE's interest rate hold puts Labour’s housebuilding targets ‘further out of reach’, Excellion boss warns: https://ow.ly/8fXG50UAUSb 6. Southey Capital makes unsolicited £32m tender offer to buy Home REIT: https://ow.ly/cJBS50UAUSc 7. Canary Wharf Group secures key £610m refinancing loan from Apollo: https://ow.ly/jm3r50UAUS9 8. NAV nudges up at Custodian ahead of 'brighter' 2025: https://ow.ly/Lb5V50UAUS4 9. St James's Place to shed 500 jobs in move to cut costs: https://ow.ly/rozL50UAUS7 10. Supermarket Income REIT completes secondary listing on Johannesburg stock exchange: https://ow.ly/7oMI50UAUS5 #PropertyNews #Finance #FinanceNews #FinancialNews

The dots are easy to join in this morning’s business pages. “Bank of England rings alarm bell over private equity industry,” Ben Martin reports in The Times. Nathanaël BENJAMIN, the Bank's executive director for financial stability strategy and risk, warned yesterday that sharply higher interest rates could create problems for the debt-laden sector - and the real economy could pay the price. Some might say it already is doing. “Thames Water’s extra £1.1bn will do little to steady the sinking ship,” my former colleague Alex Lawson cautions in The Guardian, in the latest dispatch on an ailing business that appears to have been squeezed by private owners. Meanwhile in the Financial Times, news of another purveyor of private capital electing to go public. “CVC co-founder Donald Mackenzie set to net up to €150mn in IPO,” says William Louch. Put it all together and what have you got? Public markets provide a vital check on sometimes overly optimistic private equity valuations. Transparency and good governance is not to be sniffed at. And there is nothing like the currency of easily-traded shares to incentivise a workforce and fund expansion. If levelling up is still a thing, we must work harder to “level up listed" – or, less alliteratively – "level up quoted" for those “unlisted” growth stocks that trade on AIM and the Aquis Stock Exchange and could be the blue chips of tomorrow. With less cost and complexity and more liquidity a greater number of UK businesses will choose to grow on London’s public markets. And the UK economy will prosper as a result. The Quoted Companies Alliance #publicequity #growthcapital #leveluplisted #midcaps #smallcaps #cityoflondon #investment #wealthcreation https://lnkd.in/eF2pvJxF

𝗖𝗵𝗮𝗿𝘁𝗲𝗿 𝗛𝗮𝗹𝗹 has been an excellent investment for us. Since the beginning of 2023, we had three servings for a total of 3%. The returns as of this writing were 44.8%, 41.6%, and 24.3% respectively. While the FY24 result was no different from the previous two years with declining Funds Management earnings before interest, taxes, depreciation, and amortisation (EBITDA), the stock surged 15.8% on the day of FY24 results. Why? For the first time since FY22, Charter Hall has guided growth in Operating Earnings per share (EPS) (79 cents for FY25 vs. 75.8 cents in FY24). Hence, markets have anticipated the bottom for real estate deals and are progressively pricing in the recovery. Once the interest rates fall in Australia, Charter Hall should be a double play with recovering performance and transaction fees in real estate and also from recovering equities funds under management (FUM) at Paradice ($15.4bn in FUM). We have 5.7% weight in the name, so we are fully set. #OracleInvestmentManagement #stock #market #investment #CharterHall #growth

Brooks Macdonald suffers £600m net outflows amid 'challenging' economic backdrop. Andrew Shepherd. Brooks Macdonald has recorded net outflows of £600m against a backdrop of "challenging market conditions". Check out Sorin-Andrei Dojan's latest article👇 https://incm.pub/47nhUEa #investing #assetmanagement #wealthmanagement #finance