Trust Issues: Investing in UK commercial property with Schroders’ Bradley Biggins

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.

The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.

• No. of episodes: 85
• Latest episode: 2025-08-11
• Business

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