Few sectors have been as affected by the pandemic as real estate. While many of the effects of the past year will recede into memory as old habits return, there will be long-lasting effects on our use of commercial property which have important investment ramifications. As we discuss below, there will be an adjustment phase as managers adapt to this new environment, and we think the average portfolio will look very different in a few years’ time than it did before the pandemic. Some managers are ....
16 Mar 2021
After the storm
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After the storm
UK Commercial Property Reit Limited (UKCM:LON) | 65.4 -0.7 (-1.7%) | Mkt Cap: 849.8m
- Published:
16 Mar 2021 -
Author:
Thomas McMahon, CFA -
Pages:
7
Few sectors have been as affected by the pandemic as real estate. While many of the effects of the past year will recede into memory as old habits return, there will be long-lasting effects on our use of commercial property which have important investment ramifications. As we discuss below, there will be an adjustment phase as managers adapt to this new environment, and we think the average portfolio will look very different in a few years’ time than it did before the pandemic. Some managers are ....