Three reasons to go active for next generation property
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VT Gravis UK Listed Property
The UK Listed Property strategy turns 5!
The VT Gravis UK Listed Property Fund focuses on the next generation of real estate through investments in real estate investment trusts (REITs) and real estate operating companies (REOCs). Targeting four key mega trends—ageing population, digitalisation, generation rent, and urbanisation—the fund aims to deliver growth income, not fixed income, by focusing on sectors with high rental growth and avoiding retail real estate. With rents rising, supply moderating, and attractive valuations, the UK REIT market is well-positioned for a potential re-rating, supported by increasing M&A activity and changing demographics that drive demand.
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VT Gravis UK Listed Property - 5 Year Anniversary Webinar
Revitalising UK REITs: The factors driving change in real estate
In this episode of IFA Talk, hosts Jenny Hunter and Sue Whitbread from IFA Magazine discuss the current landscape of real estate investment with Matthew Norris, manager of the VT Gravis UK Listed Property (PAIF) Fund. The conversation covers seven key factors influencing real estate, including the effects of declining interest rates, rising rents, limited new supply, and discounted valuations.
Overview to the UK Listed Property strategy
The VT Gravis UK Listed Property Fund is focused on the future of real estate, targeting four key megatrends: an ageing population, digitalisation, generation rent, and urbanisation. Backed by robust secular forces, these trends are expected to generate attractive medium-term returns for investors.
Mega trend 1: Ageing population
The profile of the UK’s population is changing. Life expectancy has increased dramatically over the last few years, and this is having a huge impact on the properties required to service an aging population.
The over 85s is the fastest growing cohort in the UK and it's estimated that its number will double to 3.4m by 2046*. As people over 85 will, on average, visit their GP 13 times each year*, demand for the services they depend upon will naturally increase. That means more demand for GP surgeries and for care homes.
*Source: Office for National Statistics
Mega trend 2: Digitalisation and the 3 Cs
The digitalisation mega trend is the most powerful mega trend today. It is defining the opportunity in logistics real estate, all while continuing to chip away at the survival of the beleaguered bricks-and-mortar retail sector.
Roughly a quarter of what we buy, we buy online. That’s driven by the three Cs of cost, choice and convenience. When consumers shop, they want the lowest cost and, by shopping online, they get the highest level of price transparency. Online shopping also provides the widest choice and the highest level of convenience - their goods are delivered where they want, and when they want.
Mega trend 3: Generation rent
Generation rent is another mega trend being driven by demographics. The number of 18-year-olds in the UK is expected to grow by about 16% by 2030* and, with more university age people in the UK, demand for purpose-built student accommodation is expected to increase. The good news here for investors is there are also REITs that own, operate and develop this next generation of accommodation for students.
Mega trend 4: Urbanisation – green is the new prime
With the urbanisation mega trend, we're talking about offices, and how both investors and occupiers are demanding greener premises. Whether it's Microsoft or Barclays, most companies now have their own net zero agenda, and that includes the office space they reside in. Green has become the new Prime.
More information
UK REITs poised for significant re-rating
Download UK REITs poised for significant re-rating
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UK REITs rebound 25% - is there more to come?
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Why investors could miss out on the long-awaited real estate revival
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Europe's battered listed landlords are preparing for a rebound
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