TR Property Investment Trust (TRY) presentation June 2020

This video can be seen at: https://www.piworld.co.uk/2020/06/10/tr-property-investment-trust-try-presentation-june-2020/    Presentation by Marcus Phayre-Mudge, Fund Manager. Marcus gives an overview of the fund, and some insight to the commercial property sector during the COVID-19 period. The fund yields 4%. At this time has a 9% discount to NAV. Worth a listen. Introduction – 00:20 Agenda – 00:40 What are we? – 01:00 Product range – 3:17 The team – 3:41 Track record – 4:33 Standardised performance – 4:55 Dividend history – 05:06 Portfolio exposure – 06:57 Sub-sector performance – 08:05 Sub-sector positioning – 10:40 Top 20 positions equal 74% of NAV – 11:48 Fund positioning pre COVID-19 – 14:21 Physical property portfolio – 19:36 The Colonnades, Bayswater – 22:31 Ferrier street, Wandsworth – 23:55 Why it’s still ok to own(most of) this asset class now – 24:53 Outlook – 29:41 Q&A – 32:14