UKCM is one of the largest diversified UK REITs. Fund manager, Will Fulton, speaks to why he believes now is one of the most exciting times to be investing in the sector. After sharp falls in commercial property values triggered by soaring interest rates, there has been some stabilisation in the commercial property market. A combination of reduced valuations combined with continually strong rental demand creates interesting opportunities for investors. As at the end of March 2023, UKCM sat on a 36% discount to NAV with a 6.6% dividend yield.

Recorded May 2023.

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