UK real estate investment’s outlook is defined by major forces: rising interest rates, changing demographics, and sector-specific supply challenges. Industry experts explain why traditional sectors like office and retail have given way to healthcare, living, and logistics, driven by structural demand and new capital flows. With income now the primary performance driver, amid weak capital growth, investors must scrutinise tenant strength and choose between specialist equity, property debt, or hybrid exposure. 

Speakers:

• Roger Skeldon, Head of Real Estate, TIME Investments
• Oli Creasey, Head of Property Research, Quilter Cheviot
• Steven Noble, Chief Investment Officer, Primary Health Properties
• Dr. Steven Devaney, Senior Director - Investment Market Research, Europe, CBRE Research

Learning Outcomes

1. The outlook for capital values and income streams in UK property
2. Interest rate and inflation trends – what these mean for real estate
3. Finding and backing the long-term secular growth trends within the sector

Chapters

• 04:36 Key Market Drivers and Thematic Trends
• 16:22 Property as an Investment: Income, Growth, and Returns
• 22:08 Institutional Demand and International Capital Flows
• 30:08 Supply, Valuations, and Sector-Specific Opportunities
• 40:47 Regulation, Political Risk, and Future Outlook