TR Property Investment Trust

Capital at risk. British popstar and property investor Ed Sheeran has invested in a luxury office block in Soho. The office sector is one we continue to treat with extreme caution – especially in the UK – but there are pockets of rental growth. Bifurcation between the best and the rest continues at pace, and as we wrote in our interim report, the structural shift in how and where businesses want to use office space is compounded by the need to improve the energy efficiency of all buildings. Our fund manager Marcus Phayre-Mudge wrote: “[The office market’s] lack of popularity is selectively generating opportunities. Here in London, the latest wave of West End pre-lets is at record-breaking rents...and these levels are no longer the preserve of small suites deals for price insensitive tenants.” Read more about Ed Sheeran’s property investments, click here: https://lnkd.in/d5WqXbf9 Read more about TR Property’s offering here: https://lnkd.in/dkFaKUiP Approved by Columbia Threadneedle Management Limited on 10/12/2024

Capital at risk. TR Property Investment Trust has published its half-year results, covering the period to 30 September 2024. Find the half-year results and the related investment analysis here: https://lnkd.in/eVezx_q5 Approved by Columbia Threadneedle Management Limited on 09/12/2024

Capital at risk. Great to see TR Property’s recent acquisition of two industrial assets featured in Green Street News. As part of our aim to move physical weighting closer to 10%, we have endeavoured to expand our direct property portfolio in the light industrial space, a long-time favourite of our investment team. George Gay, direct property fund manager at TR Property comments: “These acquisitions mark our first foray back into purchasing physical assets for almost 10 years, and underscores our focus on core rental growth markets such as light industrial. Our investment team has long recognised the resilience and growth potential of light industrial assets, particularly in light of UK businesses efforts to de-risk global supply chains”. To read the full article in Green Street News, click here: https://lnkd.in/gwkDB7ge Approved by Columbia Threadneedle Management Limited on 03/12/2024

Capital at risk. It’s great to see that TR Property Investment Trust is being recognised as a good value trust for savvy investors in an article in MoneyWeek this week. Recognised for the fund’s broad and diverse exposure to the European commercial real estate sector, Alex Watts, fund analyst at interactive investor stated that TR Property’s “long term track record is stellar, returning around 2% and 3% in excess of its benchmark over 10 and 15 years”. To read the full piece in MoneyWeek, follow this link: https://lnkd.in/eziHefXB Approved by Columbia Threadneedle Management Limited on 03/12/2024

Capital at risk. TR Property Investment Trust is proud to announce the acquisition of two industrial estates. Despite being known for investing in listed property companies, up to 15 per cent of the portfolio’s value can be allocated to direct holdings. These ‘off market’ acquisitions, in Northampton and Bicester, are part of the Trust’s ongoing focus on developing its physical portfolio in core rental growth markets, such as light industrial, one of the investment team’s favoured sectors. To read more about the acquisitions, click here: https://lnkd.in/efUtu5Th Approved by Columbia Threadneedle Management Limited on 02/12/2024

Capital at risk. 🎊TR Property is delighted to announce it has won the ‘Best for Property’ category at QuotedData’s inaugural Investors’ Choice Awards. The shortlisted nominees were chosen by a panel of specialists from the wealth and investment management sector, with the ultimate winner chosen through a retail investor vote. Retail investors now make up more than a fifth of TR Property’s shareholder base – an important and growing cohort in the mind of TR Property’s board and manager.  To find out more about TR Property, click here: https://lnkd.in/ebHXQEbX Approved by Columbia Threadneedle Management Limited on 25/11/2024

Capital at risk. We’ve been pleased to see REIT governance back in the spotlight over the last week, with Warehouse REIT announcing in its interim results that it would be looking at its external management arrangements – to ensure alignment with shareholders. It’s good to see more boards taking proactive action on this front. Read more in Green Street News: https://lnkd.in/e4VR3wHM Approved by Columbia Threadneedle Management Limited on 25/11/2024

Capital at risk. We are pleased to be featured in FundCalibre Ltd's article discussing the commercial property market's evolving dynamics. A key theme is the resurgence of dealmaking, despite headwinds in some sub-sectors. At TR Property, we remain focused on selective investments, prioritising sustainability and resilient fundamentals to navigate this complex landscape effectively. Read the full article for insights, including our perspective: https://lnkd.in/ewyKxZXF Approved by Columbia Threadneedle Management Limited on 25/11/2024

Capital at risk. TR Property’s October 2024 factsheet is now available. Our factsheet provides a detailed review of October’s strategy and updates on the market. The month of October saw the budget announcement in the UK, which was a key event for the gilt market. The month also showed that after a very positive third quarter for real estate equities, even cyclical recoveries have setbacks. To read the full factsheet, visit our website: https://lnkd.in/eprf4uX5 Approved by Columbia Threadneedle Management Limited on 20/11/2024

Capital at risk. TR Property is proud to announce that it has been added to Square Mile Investment Consulting & Research Limited’s Academy of Funds, and awarded an AA Rating.  The AA rating is awarded to funds that are predicted to meet their investment cycle objectives. This accreditation recognises the commitment that TR Property has made to providing investors with balanced exposure to the UK and European property sector. Find out more: https://lnkd.in/df-4BEgz Approved by Columbia Threadneedle Management Limited on 20/11/2024