UK property delivered strong total returns of 13.1% last year,
according to the IPD UK Quarterly Property Index, but a poll at the launch
event revealed that investors were worried about the impact of the EU
referendum on the market this year.
Offices returned 3.6% in the last quarter which saw it retake the
lead as the top-performing market sector. This sector finished the year with a
17.6% year-on-year total return.
Retail remained a market laggard with a return of 9%. Industrials
returned 16.5% for the year.
MSCI said results for the final quarter showed signs of further
price stabilisation while rental values continues to improve as business
confidence picked up across the UK.
Yield impact added 5% to the annual returns, with rental value
growth adding 4%, it said.
Malcolm Hunt, executive director, MSCI, said: “The 2015
unleveraged UK direct real estate return of 13.1% represented a third year of
double digit returns for UK real estate, out-performing the other mainstream asset
classes over one, three and five years to December 2015 and narrowing in on
bonds over a 10-year period.”
Christopher Fry, director, LaSalle Investment Management, added
that while low interest rates continued to support capital inflows to the
property market and values, “the “triple high of capital flows, prices, and
returns faces some risks due to the denominator effect on real estate
allocations given recent large movements in stock market values and sovereign
wealth funds showing signs of repatriating capital”.
At the IPD/IPF Property Investment Seminar on Tuesday, the
looming referendum on the UK’s membership of the European Union (EU)
weighed heavily on UK investors’ minds.
A poll at the seminar showed 78% of the audience thought leaving
the EU would have an adverse effect on the property market. However, 89% of the
audience believed the UK would not leave the EU.