Understanding UK Commercial Property Investments - A Guide for Financial Advisers

This is the fifth edition of the IPF publication ‘A Guide for Financial Advisers’. The Guide is split into two sections, as follows:
 

1.    An overview of commercial property as an asset class, covering:

  • the size and structure of the property investment market; 
  • main participants in the investment market;
  • property as an investment;
  • drivers of property returns; and 
  • unique features of property as an asset class.

2.    Routes to indirect investment in property, covering

  • general considerations – direct v. indirect investment 
  • assessing investment vehicles 
  • legal and tax overview of investment vehicles

Lists of useful contacts and publications are also included.

Understanding UK Commercial Property Investments A Guide for Financial Advisers (December 2017)


The IPF would like to thank the members of the ‘Financial Adviser Guide Working Group’, listed below, for their time and expertise in putting together this edition of the publication.

CHAIR

Sue Forster, IPF

WORKING GROUP MEMBERS

David Brown, Deloitte
Chris Douglas, M&G Real Estate
John Forbes, John Forbes Consulting
Mark Hutchinson, The Personal Finance Society
Philip Nell, Hermes Real Estate
Selena Ohlsson, Legal & General Investment Management, Real Assets
Will Robson, MSCI
Melville Rodrigues, CMS
 

Many thanks also to the following individuals who commented on the various drafts in preparation of this publication:
Richard Auterac, Acuitus
John Cartwright, The Association of Real Estate Funds (AREF)
Ed Protheroe, The Association of Real Estate Funds (AREF)