Ryan Dobratz, co-lead manager of the Third Avenue Real Estate Value fund, talks to Lawrence Gosling about opportunities from improving sentiment towards out-of-favour areas like London and Hong Kong in 2017.
He also explains the fund's significant 30% exposure to companies tied to the improving US residential property market, and explains how this theme can continue to play out for the strategy next year and...
£44bn committed to sector over five years
Key points from Hammond's 'balanced' Budget
No stamp duty on homes under £300,000
Second Budget this year
Rises in-line with CPI