This week we shine a light on REITs in the U.K. Two London-based experts discuss what’s driving deal flow, investment strategies and long-term returns, especially in logistics, retail and hospitality.·      Triple-net REITs in the U.K. offer predictable income and resilience through market cycles.·      Urban logistics and convenience retail are leading sectors, driven by consumer behavior and e-commerce demand.·      Sub–£20-million lot sizes are drawing interest from family offices and regional investors focused on low-debt, high-efficiency deals.·      M&A is accelerating REIT scale and relevance, enabling cost synergies, dividend growth and greater appeal to global capital.·     Interest rate spreads and swap differentials can make U.K. real estate increasingly competitive against European and U.S. markets.

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