Is commercial property now a great value opportunity? The INVESTING SHOW speaks to TR Property manager Marcus Phayre-Mudge

Commercial property has had a rocky ride over recent years, but is it now a great value investing opportunity with the power to beat inflation? On this episode of the Investing Show, Simon Lambert is joined by the manager of TR Property Investment Trust, Marcus Phayre-Mudge, who explains why he thinks a careful approach to backing retail, warehouse and office real estate could deliver rewards for years to come. The market for offices was written off by many during the pandemic but has rebounded strongly for landlords who can offer quality. Marcus says that there are two elements that he believes will drive the office market for years to come: demand for high quality space ‘to tempt staff back in’ and demand for more energy efficient buildings, to allow companies to save money and deliver on environmental pledges. He says: ‘We expect a green building supercycle’. The fund manager, whose trust holds shares in listed property companies across Europe, says that what ties the philosophy behind TR Property’s diverse investments together is looking for quality management in those businesses – something that he says is key to success. Marcus explains the issues investors need to consider before buying into […]

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