Andrew MoffsSEGRO plcSGRO.LBUYSep 29, 2025

European or global REIT exposure as ERE.UN winds up?

One of the big opportunities today is in the European industrial warehouse space. Heavily discounted, a great opportunity. Issue today is that the UK has seen a big increase in interest rates. He thinks that overhang is far too much.

Andrew Moffs

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Andrew MoffsSEGRO plcSGRO.LBUYSep 29, 2025

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