Real Estate
The Real Estate team is highly experienced and respected in the industry. The team enjoys a reputation for getting behind the numbers and helping to focus on what is really driving company performance.
With over 35 companies under coverage, the team has the widest coverage of any UK real estate team and this comprises companies of all shapes and sizes. Sectors under coverage include offices, retail, logistics, student accommodation, self-storage, healthcare and residential.
James Carswell joined Peel Hunt’s real estate research team in 2011. He studied mathematics and physics at the University of Durham where he graduated in 2009 and previously worked at Barclays.
Matthew Saperia joined Peel Hunt in 2017. Prior to joining Peel Hunt, Matthew was a partner at The Lazarus Partnership where he established their real estate research business. He has over 20 years of experience in researching UK and European public real estate companies, including roles at ABN AMRO, AEW, and Citigroup. Matthew has a Masters degree in Financial Economics from the University of St Andrews, and is a CFA charterholder.
Highlights
Industrial & logistics
The ongoing disruption caused by the pandemic, and more latterly the tragic events in Ukraine, will likely see companies attempt to build resilience into their supply chains, holding even higher levels of inventory onshore. Delays in the delivery of goods are likely to become more acute and the current crisis will increase pressure on UK warehouse space at a point of record low vacancy.