Picton Property Income Limited: occupier focused, opportunity led

Michael Morris, Chief Executive of Picton Property Income (PCTN), outlines the company’s strategy as a diversified UK real estate investment trust. He highlights Picton’s focus on industrial and logistics assets, active portfolio management, and the importance of sustainable, income-led performance. Michael also discusses market dynamics, including recent valuation shifts, rental growth, and the long-term opportunities emerging as UK commercial property stabilises.