Author Archives: TR Property

Post-AGM Update

By | 29th July 2020

As announced on 22nd June 2020, TRY held the AGM on 28th July 2020 as a closed meeting in order to protect the health and safety of the Company’s shareholders and officers. The results of the voting at the Trust’s 2020 Annual General Meeting have been published separately here. In lieu of the usual AGM… Read More »

June 2020

By | 15th July 2020

Pan European real estate equities started the month very much continuing the late May theme of benefiting from the rotation  away from growth focused (and more expensive) stocks towards the ‘value’ (cheaper multiples) names. However mid month that macro tailwind petered out and the sector corrected almost -7% in 5 days, this was followed by… Read More »

July 2020 AGM Presentation

By | 1st July 2020

As announced previously, the AGM in late July will now be a closed meeting without the usual manager presentation. Instead, the manager has posted a webcast (in the format of the usual presentation held at the AGM) covering the year to March 2020 and an update to June in the video link. If shareholders would… Read More »

May 2020

By | 12th June 2020

Pan-European real estate equities continued the range-bound, yet volatile performance (which we have experienced since the end of March) for most of the month. However, the last ten days of May and early June saw a sustained rally as investors preferred value stocks (seen to be undervalued) to growth stocks (companies that are expected to… Read More »