Real Vision: Finance & Investing

UK Commercial Real Estate Is Undervalued w/ Tom Caddick

May 28, 2023

48:00

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Highlights

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Episode notes

Ned Group's First in-House Investment Boutique

03:18

The Decline of Rents in the Economy

01:32

The Reflexive Disaster of the 1970s

01:57

Introduction

1min

Ned Group's First in-House Investment Boutique

3min

The Price Discovery Problem in Investment Trusts

2min

The Disadvantages of Retail Investment Trusts

4min

The Price Disparity Between Rates and Global Rates

2min

The Problems With US CRE Refinancing

2min

The Challenges of Refinancing Real Estate

1min

The Refi Situation in the CRE Market

2min

The Advantages of Low Rates

2min

10.

The Challenges of Financing in the Real Estate Market

3min

11.

The Ungainly Structure of Commercial Real Estate Assets

2min

12.

The Real Vision Daily Briefing

5min

13.

The Fed's Recession Risks

2min

14.

The Decline of Rents in the Economy

2min

15.

The Importance of Industrial Policy in the US

4min

16.

The Repurposing of Models

2min

17.

The Biggest Threat to the Forex Market

2min

18.

The Reflexive Disaster of the 1970s

2min

19.

The Importance of Diversification in Real Estate

2min

20.

The Paradox of Investing in Property

2min

21.

The Importance of Diversification in Equity Investments

2min

Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop.

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