UK commercial property update and outlook
All Property quarterly return ticked up to 6.2% in April despite the various economic headwinds affecting households and businesses along with inflation and monetary tightening. Industrial quarterly total return has steadied somewhat after its exceptional surge in Q4 2021 and Q1 2022, but most other weaker individual segments have recovered and posted at the very least neutral or somewhat positive returns. Retail warehouses actually outperformed industrial for the second successive month in April, with the latter segment lower-yielding and more susceptible to rising debt costs and extra scrutiny of exit yields.
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