ULI United Kingdom’s Post

With listed real estate coming back to the investors' agenda, the timing of the seminar could be proven impeccable.

Looking forward to an interesting conversation about the state of the market, horizon-scanning, and what lies ahead for REITs. #REIT #investment #capitalmarkets #ukinvestment #uli John Forbes Mark Collins ULI United Kingdom

St James's Place FUM hits £184.4bn despite slight dip in flows. St James’s Place has posted a rise in funds under management to £184.4bn for the third quarter of 2024. Mark FitzPatrick. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3YrNj5w #financialadviser #investment #investmentmanagement #finance

Our CEO Warren Ebert on episode 3 🎙 with Catherine Cashmore discussing some of the contrarian office opportunities available 🏙. We're seeing some tremendous purchase opportunities presenting good value buying - with strong yield and fundamentals from Day 1. The team was in #Canberra this week for the Federal government's budget, where the Federal government announced the tax increase from 15% to 30% for superannuation balances over $3M AUD. Within 48 hours, we've already seen an influx of demand from HNW investors looking for real estate investment trusts (REITs) with 'tax deferred' status on their real estate investment trusts (REITs) - which we offer! 🧠 I expect that many SMSF investors will continue to pour funds into these types of investments in the coming weeks ahead... watch this space! 📈 Cc: Daniela Lazzaretti, Michael Sherlock, Sophie Belle, Giles Morgan, Ravi Lakhani, Tim Kent, Thomas Brown, Polly Lamond, Cohen Adams, Victoria Chrismas (Miller), Peter Roberts, Mark Farquhar, Michael Kopittke, Renz Miguel Tampos, Dirk Yates, Ranjit Singh, Cohen Adams, Emily, Scott Tynan, JLL, Knight Frank, Colliers, Cushman & Wakefield, X Commercial, CBRE, Commercial Real Estate Australia, Property Council of Australia, et al. Cheers, AK 📈 Sentinel Property Group $1.965B in Assets Under Management (AUM), Average 19.05% IRR (across $1.1B in historical sales) - as at May 2024 #CommercialProperty #CommercialPropertyInvestments #REIT #AustralianREIT #AREIT #RealEstateInvestmentTrust #Investment

"The team is your key to the kingdom." This insightful comment from an investor struck a chord with Jag Chadha. Jag explains how her approach evolved from focusing solely on properties to prioritizing the right investment team, leading her to choose JWB Real Estate Capital for her second 1031 exchange. Unlike the typical path where the property leads the way, Jag’s strategy exemplifies a savvy investor’s mindset—assess the team, understand the market's financial performance, and then consider the property. Her experience at the JWB summit solidified her decision to build her portfolio in Jacksonville, emphasizing that the right team is crucial to successful real estate investing. Join our investing community and live show, Not Your Average Investor, which gives you exclusive access to our network of industry experts and connect with #investors of all levels! You are the company you keep, surround yourself with #winners and don’t be average! 🏡 https://lnkd.in/ed3XHdeh #RealEstateInvesting #InvestmentStrategy #TeamFirstApproach #JWBRealEstateCapital #JacksonvilleRealEstate #1031Exchange #BuildingPortfolios

Are luxury assets a passion or investment? Knight Frank's ‘The Wealth Report 2024’ (launching on 6th March) crunches the numbers for HNIs https://lnkd.in/dp-EAbsU #luxuryassets #passion #investment #HNI #wealth #UHNWI

What investment opportunities best address the U.S. housing shortage, now estimated in the millions of units? How do geopolitics, regulatory shifts, and domestic market volatility shape the best practices in real estate investing? These critical questions will be at the forefront of the PENSION REAL ESTATE ASSOCIATION (PREA) Annual Institutional Investor Conference, happening on October 23 in Washington, DC. Our Commercial Leader Maggie O'Donnell and Sales Operations Manager Jayme Haas will be attending on our behalf, and we’re excited to connect. Let us know if you plan to attend! #InstitutionalInvesting #RealEstate #RealEstateInvesting #Alts #PrivateEquity

The existential threat at the heart of Britain's biggest wealth manager. St James’s Place, Britain’s biggest wealth manager, was promoted to the FTSE 100 for the first time almost exactly ten years ago. Mick McAteer. Mark FitzPatrick. Check out Chris Newlands' latest article 👇 https://incm.pub/3JZAhUO #investing #assetmanagement #wealthmanagement #finance

“For Patrimoine, there will be two main performance drivers in 2024.” During our Annual Meeting 2024, Jacques Hirsch comments the 2023 performance of Carmignac Patrimoine and provides an outlook for 2024. Discover all highlights of the event: https://okt.to/K8Gw4l #Investment #Investing #Marketingcommunication #Assetmanagement

Unlike stocks, real estate investment trusts were pummeled in 2023. Falling interest rates this year could now bring some good news for REIT investors. But the need for discernment remains strong when putting clients into real estate investments. With comments from: Scott Bishop, CPA/PFS, CFP®, a partner and managing director at Presidio Wealth Partners; Kevin Gannon, the chairman and CEO of Robert A. Stanger & Company, Inc. #realestate #investments #wealthmanagement #financialadvisors #financialplanning #advisors #investing