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Property in my Pension Yes or No?


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M S E Refugee

I am thinking of investing in some REITS and companies that invest in Warehouses such as Stag Industrial Inc,Warehouse REIT PLC and Serco as I think the high st is more or less finished.

With this in mind there ought to be a high demand from Retailers who will have to move quickly to selling the majority of their goods online.

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twocents

Who knows. 

Property in general has been a reliable bet long term over decades now but in recent years so many things have gone completely haywire, topsy-turvy, upside down and inside out as the new normal who is to say it won't happen to traditional investments such as those linked to a property sector.

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Sasquatch

The High Street will come back eventually but with much more usefulness and much less froth. I just don't see a utopian future with people sitting in the houses with robot butlers and items being delivered by drone. Just don't see it.

Might take 20 years mind you....

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spunko
14 minutes ago, Sasquatch said:

The High Street will come back eventually but with much more usefulness and much less froth. I just don't see a utopian future with people sitting in the houses with robot butlers and items being delivered by drone. Just don't see it.

Might take 20 years mind you....

6a01348793456c970c01bb09c9eb43970d-500wi

I don't see it personally.... The High St is dead. The only solution now is to convert the stores into housing, even offices won't work now.

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sancho panza
4 hours ago, M S E Refugee said:

I am thinking of investing in some REITS and companies that invest in Warehouses such as Stag Industrial Inc,Warehouse REIT PLC and Serco as I think the high st is more or less finished.

With this in mind there ought to be a high demand from Retailers who will have to move quickly to selling the majority of their goods online.

People stopped buying Chinese tat off the High St.

What happens if they stop buying Chinese tat altogether?

Think it makes more sense to buy Amazon shares given that asset values can't but be impoacted more generally.

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sancho panza
1 hour ago, Sasquatch said:

The High Street will come back eventually but with much more usefulness and much less froth. I just don't see a utopian future with people sitting in the houses with robot butlers and items being delivered by drone. Just don't see it.

Might take 20 years mind you....

I think the High St has a future now,it's just not one that includes small chains of shops  paying £30k in rent and £15k in rates

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sancho panza
59 minutes ago, spunko said:

6a01348793456c970c01bb09c9eb43970d-500wi

I don't see it personally.... The High St is dead. The only solution now is to convert the stores into housing, even offices won't work now.

Its relentless isn't it?USA is ahead of us,but everything points to rents going south on most CRE,possibly to rent free to get the business rates paid.

Edited by sancho panza
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M S E Refugee
5 minutes ago, sancho panza said:

People stopped buying Chinese tat off the High St.

What happens if they stop buying Chinese tat altogether?

Think it makes more sense to buy Amazon shares given that asset values can't but be impoacted more generally.

I was thinking more of the large chains leaving the high street and migrating to mainly online sales which would create demand for warehousing.

I agree with Spunko that you will see commercial property being converted into residential property.

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Green Devil

Like others I don't see a future short or mid term in commercial property. Online all the way. I think there are other better investments medium to long term than residential as well, if you consider mass unemployment arrives after furlough. Short the banks (lol) (joke). 

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On 11/07/2020 at 17:26, M S E Refugee said:

I am thinking of investing in some REITS and companies that invest in Warehouses such as Stag Industrial Inc,Warehouse REIT PLC and Serco as I think the high st is more or less finished.

With this in mind there ought to be a high demand from Retailers who will have to move quickly to selling the majority of their goods online.

Nope, stay away...well away. That is my two pence.

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M S E Refugee
1 hour ago, Sideysid said:

Nope, stay away...well away. That is my two pence.

Too late :CryBaby:

I have bought Prologis,Stag Industrial,Tritax Big Box ,Urban Logistics and Warehouse REIT.

 

Edited by M S E Refugee
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  • 5 months later...
M S E Refugee

I am down to 3 Warehouse REITS (Stag Industrial, Warehouse REIT Plc and Tritax Big Box).

Quite happy with them so far as I am up around 8% on Tritax and Warehouse REIT but down 6% on Stag but that doesn't include dividends.

Aberdeen Standard Investments have just bought a 60% stake in Tritax and will probably merge it with their Warehouse business in Europe.

I'm very bullish on this sector as we haven't seen the true extent of the carnage on the high st yet, in my local Town there are quite a few shops up for sale rather than To Let which tells me that the games up for commercial real estate in the provincial Towns and Cities.

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wherebee
On 13/07/2020 at 00:34, Green Devil said:

Like others I don't see a future short or mid term in commercial property. Online all the way. I think there are other better investments medium to long term than residential as well, if you consider mass unemployment arrives after furlough. Short the banks (lol) (joke). 

Malls and retail shopping is very big in Asian cities, because apartments are so small and getting out of the home to 'go shopping' is what people to to meet friends and socialise.  You don't have to buy anything.  You won't have a dinner party at home, for example, you'll meet at a restaurant in a mall or shopping complex. (The very rich have dinner parties as well, of course).

So it depends how you see the future of the UK going re immigration - is it going to follow the east with more and more megacities?  If they are going to continue packing them into the country into more and more smaller homes, then people will still go out to the shops just because it's better than sitting at home.

I would have said pre pandemic this was likely for the UK (although I think high street is dead for a good while).  Now, post pandemic, and the other resets coming, I don't know - I think they might be aiming for a UBI/feudal system which will again generate income for high street shops selling tat and experiences.

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  • 2 weeks later...
macca
On 11/07/2020 at 20:49, spunko said:

6a01348793456c970c01bb09c9eb43970d-500wi

I don't see it personally.... The High St is dead. The only solution now is to convert the stores into housing, even offices won't work now.

With the population rising i wonder what all these people are going to do? Converting office blocks and closing shops..

I already see 10 people outside my mcdonalds waiting to collect food deliveries every day..

I'm guessing topped up with our nearly £100 billion of in work benefits and housing benefits we spend every year, cant see mcdonalds delivery paying the bills in London with rent being £1400 for a house without bills.

It seems this economy is very top heavy with made up bullshit jobs and the real jobs continue to evaporate,,Exported to China no doubt..

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AlfredTheLittle
35 minutes ago, macca said:

 

I already see 10 people outside my mcdonalds waiting to collect food deliveries every day..

I'm guessing topped up with our nearly £100 billion of in work benefits and housing benefits we spend every year, cant see mcdonalds delivery paying the bills in London with rent being £1400 for a house without bills.

 

Delivery drivers are mainly men, and therefore mainly excluded from the benefits gravy train. It's not an easy life, many of them are foreign and it's just about worthwhile if they live in a room in a grotty shared house, work very long hours and send a bit of money home. That won't be worth doing anymore in a few years if our currency keeps declining.

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Sugarlips

This strategy is not for most but after the ‘08 stock crash we wanted to diversify so we bought land cheaply 10 years ago and built a low maintenance country bolt hole in our superfund (no leverage), we intend to build a second dwelling cheaply to improve the yield and to accommodate our growing family to use as and when it’s vacant in retirement. It’s partly a shtf/tfh escape hatch from city life, part lifestyle weekender and a bet against FIAT, not a get rick quick scheme. I guess I mention it because it’s a form of direct property exposure but with an enjoyment element.

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spygirl
On 03/01/2021 at 11:01, M S E Refugee said:

I am down to 3 Warehouse REITS (Stag Industrial, Warehouse REIT Plc and Tritax Big Box).

Quite happy with them so far as I am up around 8% on Tritax and Warehouse REIT but down 6% on Stag but that doesn't include dividends.

Aberdeen Standard Investments have just bought a 60% stake in Tritax and will probably merge it with their Warehouse business in Europe.

I'm very bullish on this sector as we haven't seen the true extent of the carnage on the high st yet, in my local Town there are quite a few shops up for sale rather than To Let which tells me that the games up for commercial real estate in the provincial Towns and Cities.

I think warehouse investments are safe-ish.

Not sure if the market has gone - you just dont need that many. And they are not expsensive easy.

If you mean resi property then no, not unless youve got 1m in assets as well as your own house.

UK people  are far too exposed to too much property.

 

 

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