Viewpoint

  • 12/1/2023

    Viewpoint – Time for TARA

    2022 can safely be described as a year of two halves with respect to Islamic real estate investment. Scanning the IFN news database may be relatively unscientific, but it does support what we have seen on the ground that international real estate investment dropped substantially from the end of June, as investors paused to monitor […]

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  • 17/11/2022

    Viewpoint – Property and politics

    The opportunity recently to present to a room of Kuwaiti investors on the outlook for UK real estate was a first for me, as I felt obliged to open with a slide or two on politics. Reflecting on former chancellor of the Exchequer Kwasi Kwarteng’s so-called ‘mini budget’, which would, if it had been implemented, […]

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  • 12/10/2022

    Viewpoint – Rising residential

    Investment into the rented residential sector has long been one of the preferred real estate sectors for Islamic investors, with recent research from UBS providing a global perspective, an explanation for the sector’s robustness and some interesting projections for the future. Firstly, rented residential volumes have grown significantly in recent years, most notably in the US […]

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  • 27/9/2022

    Viewpoint – Euro vision

    Currency is not always the first consideration when selecting real estate investment strategies, but when the euro reaches parity with the US dollar for the first time in 20 years, it warrants a closer look, particularly when the challenges of rising energy costs, wider inflation and increasing benchmark interest rates are impacting all western markets. […]

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  • 2/8/2022

    Viewpoint – Onwards and upwards

    It has been great to see the university graduation photos across LinkedIn and social media over the last few weeks. Joy for a job well done, and justified optimism for the future. Hoping not to detract from the endeavours of so many students, we feel the same here at 90 North, having recently closed our […]

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  • 22/6/2022

    Viewpoint – More from multifamily?

    Investment into US multifamily properties has long been a favourite of Islamic investors, and for good reason it would seem, with Newmark reporting a 20% total return for this sector in the 12 months to the end of March, driven by valuation increases. While it is tempting to suggest that such growth cannot continue and […]

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  • 6/6/2022

    Viewpoint – Have you heard about self-fulfilment centres?

    Discussing UK retail parks with investors can be difficult. Firstly, there is trying to explain what they are. Describing them as retail warehousing suggests logistics units with a row of vans outside, while “A collection of large units around a car park” doesn’t paint an attractive image. Could it be as simple as: “It’s where […]

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  • 19/4/2022

    Viewpoint – Kicking the bricks

    With the world continuing to peel back their travel restrictions, the prospect of international travel to both meet investors and for them to travel to inspect properties is hugely exciting and positive for the real estate investment management industry. While video calls and video tours were hugely efficient tools, it is time to ‘press the […]

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  • 11/3/2022

    Viewpoint – If you build it, they will come

    Recent research published by Newmark on the US multifamily sector puts into numbers the extraordinary strength of this asset class at the moment, and helps to explain why many investors are switching their attention to developing such products from the ground up. I’d heard that competition for existing multifamily assets was intense, but the data […]

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  • 19/1/2022

    Viewpoint – Real estate: Go lower or embrace risk

    Shariah compliant real estate investment has long been an established product offering for Islamic investment managers. Now more than ever, the allure of bricks and mortar runs deep, with investors seeking an attractive income component ahead of what can be achieved with other investments. Real estate suits Shariah compliant investing well with a genuine business […]

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