UK Industrial: Positioning for the next phase of growth
Read our latest report on the evolving Industrial Real Estate landscape
In recent times we’ve observed that the performance of broad real estate sectors seems to be converging. In this context, it may mean investors should exercise greater selectivity within an evolving industrial sector when seeking outperformance.
While industrial real estate’s relative performance prospects, in our view, are likely to remain strong in the long term, we believe the extent of outperformance seen over previous cycles is unlikely to be repeated.
Saying this, we believe the long-term drivers of industrial property demand remain both positive and broad-based, with the potential for future growth in the sector supported by two global megatrends – Digitalisation and Deglobalisation.
We believe care asset and segment selection within Industrials remains critical, with the age of properties and associated capex requirements being increasingly important.
You can read our full report on the UK Industrial Real Estate sector here.
Assumptions, opinions and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts will come to pass.
Key risks
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, and the investor may get back less than the original amount invested.
Whilst L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus here:
