Asset Allocator's Soapbox: Ross Henderson

This week: Ross Henderson, fund manager at OPM Fund Management, gets excited about quality property opportunities at deep discounts

clock

This week: Ross Henderson, fund manager at OPM Fund Management, gets excited about quality property opportunities at deep discounts.

While conditions in property markets have improved since bottoming out in March 2009 they are still well below their peak level of Summer 2007. What the overall picture hides are the very different paths taken by quoted property companies such as REITS and the more traditional ‘bricks and mortar’ type fund over the period. REITS bounced back from massively oversold positions where shares had been trading at huge, and in many instances, record levels of discount to net asset values. The rise in prices was driven largely by a general rebound in equity markets, and particularly to those ass...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Property Investment

Majority of advisers set to increase real estate allocation

Majority of advisers set to increase real estate allocation

To de-risk portfolios through diversification and increase ESG focus

Isabel Baxter
clock 30 January 2024 • 1 min read
Peer-to-peer market grows as advisers seek further diversification

Peer-to-peer market grows as advisers seek further diversification

Exploring Defaqto data on peer-to-peer market

Darren Winfield
clock 22 September 2023 • 4 min read
Will there be a soft landing for the UK housing market?

Will there be a soft landing for the UK housing market?

Cutting through UK housing market crash noise

Katie Poulson and Robin Ghosh
clock 27 July 2023 • 5 min read