REITS / Infrastructure Funds

nirish

JohnWinder said:

I'm always keen to diversify or willing to reinvest in existing portfolio where value can be found

I’m not going to be critical of what looks like a decent sort of portfolio, so a couple of observations.  I spent more minutes than was worth it and failed to find the cost of the New River REIT; can’t be low enough to boast about I suspect….au contraire.
If you want to diversify you don’t add more of the real estate sector, or any other sector; that moves you away from diversification to sector tilting. No crime, but don’t think of it as diversification unless you’re investing in unlisted assets, in which case get familiar with their hazards. I have no idea how to find value; if active fund managers could they’d outperform the market they invest in but commonly can’t for any reasonable length of time. I think that tells you how hard it is to do.

Indeed I've made a savage loss on NRR, thankfully across my portfolio things are much brighter!  At 70p the question is do I purchase again or is it good money after bad!!!

I am keeping my "property" holdings to about 10% but like to keep that diversified across varying classes within the field which seems reasonable to me?

nirish

Apodemus said:

You could do some background assessment on whether LABS might meet your needs -  a research-facilities REIT, which has just this week applied for listing on the main section of the LSE.  Price is currently well down on initial listing on AIM last year, which is probably understandable, given the initial purchase of the properties and a pile of up-front costs, but property portfolio looks good and full listing perhaps adds a twist to the upside potential.

For wider infrastructure, JLEN has proved to be a solid income performer for me - share price hasn't done anything dramatic over the years, but Yield has remained in the 6% range.

Thanks for the analysis of LABS, I have office exposure through Regional which the working from home Covid epidemic hasn't helped but perhaps the niche field of science can fly in the face of that trend .... I'll have a look for sure!

JLEN definitely overlaps with TRIG but I'm open to a second renewables fund!