header
search-icon
mobile-menu-icon search-icon

RESEARCH

Clients can browse and search the Peel Hunt research library and archive.

TRADING

A tool for our clients to submit and manage orders with Peel Hunt. 

REGISTER FOR OUR RESEARCH PORTAL

Thank you, your registration has been received.
We will be in contact with you shortly.

I'm interested in (tick all that apply)

SEARCH

PEOPLE
SERVICES
NEWS

Advisory and broking services to UK mid & small-cap companies

Comprehensive coverage of over 300 companies

Investment ideas and execution for institutional investors

Complete UK pricing coverage and worldwide access

Insight Image

Over the past 15 years, income has accounted for around three quarters of real estate’s total return. Even over the past five years, when capital values have been rising steadily, income has still accounted for half of the return enjoyed. Importantly, as the capital cycle plays out, income displays both longevity and growth at the index level at least. While income is an important driver of returns in the physical market, returns in the listed sector have been driven by price appreciation (driven principally by NAV growth) rather than dividends. However, we believe that behavioural change is underway, expedited by the appetite for income from investors and boosted by IPOs with a clear bias towards income returns.

To requests access to Peel Hunt's latest Real Estate sector report, Income: The foundation of real estate returns please click here