UK Commercial Real Estate: The Comeback?

Is the UK commercial real estate market poised for a massive rebound? In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years. Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns. 00:00 Intro to Schroder Real Estate 01:20 How healthy is the UK's commercial real estate market? 03:18 What's the big drag on lack of supply? 03:53 How has investor appetite varied? 04:56 How do interest rates affect the market? 06:19 EPC ratings 08:17 Occupier sentiment and hybrid working 09:48 Private equity geting involved in the market 11:24 Schroder Real Estate paying dividends 13:39 New acquisitions and disposals 16:54 When to redevelop and when to buy from new 18:31 What's the key selling point for UK commercial property?