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Property Funds

2

Comments

  • masonic
    masonic Posts: 28,221 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    JohnRo wrote: »
    TR property?
    Not physical property, as far as I'm aware.
  • JohnRo
    JohnRo Posts: 2,887 Forumite
    Tenth Anniversary 1,000 Posts Combo Breaker
    it holds some, last time I checked it was about 6% of total (so not much)
    'We don't need to be smarter than the rest; we need to be more disciplined than the rest.' - WB
  • You may want to consider whether you already have enough property exposure through your own assets, if you have a house, flat or commercial premises. Previously, when I was thinking about getting a property fund, I hadn't considered it from this angle. Think of it as a holistic approach. Lars Kroijer is big on this in his book Investing Demystified.
  • gadgetmind
    gadgetmind Posts: 11,130 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    JohnRo wrote: »
    TR property?

    That one has roughly doubled in price from when I bought it. I chose it because of its large indirect holdings of lots of European property, and timed (yes, naughty me!) my buy to hit the moment of maximum Euro break-up panic.
    I am not a financial adviser and neither do I play one on television. I might occasionally give bad advice but at least it's free.

    Like all religions, the Faith of the Invisible Pink Unicorns is based upon both logic and faith. We have faith that they are pink; we logically know that they are invisible because we can't see them.
  • JohnRo
    JohnRo Posts: 2,887 Forumite
    Tenth Anniversary 1,000 Posts Combo Breaker
    That one has roughly doubled in price from when I bought it.

    Far ahead of my returns to date, I've only held it since April in my income portfolio. It is already sitting at the top of my valuation performance ladder though, much of that rise only happening in the last 3 months or so (for me).

    I liked the TRY remit and the pan european exposure, up to 20% in physical property and the rest in securities should give the manager enough opportunity to capture the best of both worlds.
    'We don't need to be smarter than the rest; we need to be more disciplined than the rest.' - WB
  • gadgetmind
    gadgetmind Posts: 11,130 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    I will admit that it's not a LTBH for me but rather part of strategy to boost returns by buying ITs in unloved assets/territories when they are on deep discounts.

    It's worked with TR and many others, and my only notable "Oops!" is Blackrock World Mining.
    I am not a financial adviser and neither do I play one on television. I might occasionally give bad advice but at least it's free.

    Like all religions, the Faith of the Invisible Pink Unicorns is based upon both logic and faith. We have faith that they are pink; we logically know that they are invisible because we can't see them.
  • JohnRo
    JohnRo Posts: 2,887 Forumite
    Tenth Anniversary 1,000 Posts Combo Breaker
    I suspect BRWM was a big oops for everyone, including the managers, still confident it'll provide a good return in due course, with a rebalance or two but it's the dividend yield going forward that I'm concerned about.

    Looking to add BRCI and PEW as well this year or early next so maybe I'm just a glutton for punishment.
    'We don't need to be smarter than the rest; we need to be more disciplined than the rest.' - WB
  • EdGasket
    EdGasket Posts: 3,503 Forumite
    masonic wrote: »
    The trouble with that is the good ones are currently trading at high premiums.

    There are a couple of property shares on a discount to net asset value:

    DSC - Development Securities (market cap £300m)
    TCSC - Town Centre (market cap £147m)

    Otherwise most are on a premium right now. DSC had exceptionally good interim results in October:

    http://www.investegate.co.uk/development-secs-plc--dsc-/rns/interim-results-to-31st-august-2014/201410220700099386U/
  • I have held the F&c commercial property trust for a number of years (investment trust). It pays a monthly dividend, however I have always reinvested this with a view to taking it as income later in life when I need it. I originally brought into this many years ago after the crash because of the enormous yield offered, however they have increased in value dramatically over the last couple of years so the yeald is down to about 4% now, still not bad.

    However I am not sure now is the time to be buying into property givin the huge rises in value, and as previously stated this trust now trades at a considerable premium however I have always liked it it's well managed,has a high quality portfolio and I have no complaints.
  • le_loup
    le_loup Posts: 4,047 Forumite
    masonic wrote: »
    The trouble with that is the good ones are currently trading at high premiums.
    If you are in for the long term, a couple of points over NAV isn't a real problem.
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