6 / July / 2021
Feature: Stephen Palmer in Investment & Pensions Europe (IPE)

UK open-ended property funds have been criticised in the mainstream press for gating their investors for long periods of time. The cash levels in these funds have risen steadily as assets have been sold and two long-suspended funds have recently announced they will re-open before the end of Q2 2021.
Looking ahead, the indirect investment team at DTZ Investors wondered if investors in UK property funds would benefit from an allocation to real estate equities, which are inherently more liquid than bricks and mortar. The analysis undertaken suggests that by allocating up to 10% of assets to UK real estate equities, UK open-ended property funds would have greater liquidity, investor returns could potentially be higher and there could be other potential benefits derived from enhanced diversification and flexibility. Moreover, a low portfolio weighting to real estate equities, allied with prudent stock selection, would minimise any negative impacts associated with equity market volatility.
Writing for Investment & Pensions Europe (IPE), Stephen Palmer, DTZ Investors asks:
Could RE equities provide the liquidity UK open-ended property funds need?
We believe they can and here’s why: https://realassets.ipe.com/real-estate/could-re-equities-provide-the-liquidity-uk-open-ended-property-funds-need/10053346.article
Latest News
4 July, 2022
UK
Volunteers from DTZ Investors join Citizen Zoo on the Hogsmill River in Kingston Upon Thames to create a healthy habitat for the reintroduction of Water Voles!
1 July, 2022
UK
DTZ Investors co-living fund (COLIV) charity partner, Harrow Association of Disabled people [HAD], celebrates its 50th birthday!
30 June, 2022
UK
DTZ Investors UK joins Better Buildings Partnership’s Climate Commitment as 34th Signatory
31 May, 2022
UK
DTZ Investors publishes its net-zero pathway