In this episode of Trust Issues, Bradley Biggins, co-portfolio manager for Schroder Real Estate, Bradley discusses the outlook for UK commercial property after a tough period, the role property plays within diversified portfolios, explains what the reversionary yield is, and digs into SREI’s brown-to-green sustainability mandate.

00:00 Introduction

01:08 The outlook for UK commercial property

04:31 Why SREI trades at a tighter discount to peers

06:42 The role property plays in diversified portfolios

09:05 What is the reversionary yield and why is this such a powerful tailwind for SREI?

11:26 Why does SREI make sustainability core to its investment process?

13:48 Examples of SREI’s sustainability mandate in action

19:22 Which parts of the UK commercial property market are you most excited about?

22:23 Further information

22:58 Risk warning

Our latest note on SREI: https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-schroder-real-estate-retail-aug-2024

SREI website: https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-real-estate-investment-trust/

Please note that this podcast was recorded on 27 June 2025.