As summer heats up, so too does the conversation around where to find value in today’s markets.
As we hit the halfway point in another tumultuous year, Kepler Trust Intelligence hosted TR Property’s Marcus Phayre-Mudge as part of its series with top fund managers, to find out how he’ll navigate the markets in the second half of 2025.
With over two decades of hands-on experience managing TR Property and a seasoned team at his side, Marcus dives into why he believes the current climate presents a compelling opportunity for investors. From tightening discounts to asset value and rising dividend yields, to an unprecedented wave of mergers and acquisitions, the listed property sector is undergoing a quiet but powerful transformation.
This session covers:
- Why TR Property is positioned with near-record gearing – and what that says about the team’s market conviction
- The story behind the trust’s long-term dividend growth and how it compares to the wider REIT sector
- The resurgence of rental growth in prime segments and the structural drivers behind it
- The key dynamics driving M&A activity and sector consolidation
- A deep dive into TR Property’s most active positions and market strategy moving forward
If you’re looking to understand how to gain diversified, liquid exposure to European property markets – and why now might be the right time – this briefing offers data-backed optimism, and practical takeaways from one of the sector’s most respected voices.
Replay Available Here
Capital at risk. There is no guarantee that dividends will continue to increase. Approved by Columbia Threadneedle Management Limited on 01/07/2025
