Date
19 Jul 2016
Time
08:30 - 10:00
Venue
Austin Friars House, 2-6 Austin Friars, London EC2N 2HD
Spaces
Limited

Click on the link to download the presentation - 

Property Teach In

 

UK property is grabbing a lot headlines right now, as some open ended funds suspend redemptions and as post-referendum uncertainty continues. We will examine the implications of these issues in the first part of our upcoming teach-in.

We will also try to take a longer term view and consider the following question:

How can you evolve your property allocation over time as circumstances change?

Every scheme is on a journey. At each stage of this journey the demands on your investment strategy are different.  How do you know if your property allocation is currently fit for your scheme, at its stage on the journey?

After all, not all property is the same. Each sub-asset class will have its own risk-return profile. Different types of property will have differing levels of illiquidity. They will have different income generation and hedging characteristics.

So when faced with the choice between commercial real estate debt, long leases or core balanced property amongst others, your scheme's objectives matter.

In this teach-in, Kate Mijakowska from our Manager Research Team will begin to demystify property investing.

You will learn:

  • Our initial thoughts after the referendum and overview of how asset managers have dealt with redemption requests post-Brexit so far
  • How the wide ranging characteristics of property impact portfolio construction
  • How your scheme’s stage of the funding life cycle may impact your choice of property asset classes
  • How to assess whether your property allocation fits your scheme

Plus, Kate won’t be the only expert you’ll hear from…

We are delighted to welcome Julian Agnew and Simon Marx from LaSalle Investment Management.

Julian and Simon will share the macro backdrop to opportunities in property. They will show how managers can facilitate changes when allocating between different types of property.

And finally, given all the headlines, we couldn’t do a session on property without mentioning the implications of Brexit.

 

Agenda:

08.30 am      Registration and Refreshments

09.00 am      Presentation, Q+A

10.00 am      Close and Networking