Gravis' Norris: Winners and losers in the pandemic-hit property world

Which stocks proved safe as houses?

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Matthew Norris of Gravis Partners
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Matthew Norris of Gravis Partners

The UK property sector has seen its fair share of ups and downs in recent years, with the current crisis only working to widen the gap between the 'winners' and 'losers', particularly in the world of real estate investment trusts (REITs).

There have been rapid, almost overnight, changes in the way the UK works, shops, and socialises, and services face new pressures and demands. This in turn has seen trends that were expected to come to fruition many years down the line, occur in a matter of weeks. Multi-asset managers dismiss bubble fears as gold price reaches record high For investors, the key to knowing where the opportunity in UK REITs will be as we start to recover from the pandemic lies in understanding just how it is accelerating these structural trends and changes that were underway prior to the outbreak. ...

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