Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Property

Podcast: The view from the top – a long-term look at private markets
This week on LGIM Talks, the cameras are rolling as we sit down for a special video edition of the podcast. 
Income and impact: Opportunities in affordable housing
Why we see a potential opportunity for private institutional capital to work in partnership with the public sector to address the UK’s affordable housing needs. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
Growing confidence
Despite the risks, we expect 2025 to be a much stronger year for asset performance and market liquidity. 
The UK's planning pickle
The discretionary planning system is a barrier to growth, but reformists must ruffle feathers to get results. 
The office market has changed. What will determine performance going forward?
Four years of structural change and 18 months of headwinds have shaken the office market. What conclusions can we draw about potential investor allocations? 
How close is the UK office sector to fair value?
After a dramatic repricing, are offices still expensive given the risks the sector faces? 
After a period of radical change, how are UK offices performing compared with the rest of the world?
The post-Covid performance of the British office market has been between the extremes of the returns delivered in Asia and America. 
UK real estate: Performance after repricing
Could the UK be closer to the end of this process than other countries? 
Podcast: How could UK real estate perform after repricing?
LGIM Talks sits down with Bill Page, Head of Real Estate Research at LGIM Real Assets, to discuss the outlook for UK property. Recommended content for you
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