In this episode of Trust Issues, Bradley Biggins, co-portfolio manager for Schroder Real Estate, Bradley discusses the outlook for UK commercial property after a tough period, the role property plays within diversified portfolios, explains what the reversionary yield is, and digs into SREI’s brown-to-green sustainability mandate.
00:00 Introduction
01:08 The outlook for UK commercial property
04:31 Why SREI trades at a tighter discount to peers
06:42 The role property plays in diversified portfolios
09:05 What is the reversionary yield and why is this such a powerful tailwind for SREI?
11:26 Why does SREI make sustainability core to its investment process?
13:48 Examples of SREI’s sustainability mandate in action
19:22 Which parts of the UK commercial property market are you most excited about?
22:23 Further information
22:58 Risk warning
Our latest note on SREI: https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-schroder-real-estate-retail-aug-2024
SREI website: https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-real-estate-investment-trust/
Please note that this podcast was recorded on 27 June 2025.

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