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An Interview with Marcus Phayre-Mudge: Opportunities in property

Why Invest?

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Evolution of Mergers and Consolidation in the UK REIT Market

The chapter delves into the evolution of mergers and consolidation in the UK REIT market, showcasing the transition from publicly owned real estate to significant private ownership. It highlights successful consolidations, the impact of private capital acquiring discounted listed companies, and the importance of evaluating management platforms in company valuations. The discussion also explores opportunities in various real estate sectors, focusing on the benefits of larger platforms and the positive outlook for logistics, urban industrial, self-storage, student accommodation, offices in prime locations, and elderly care sectors.

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