Jack Sidders

speaker

477 appearances 14 recordings 3 series first heard Jan 2026 last heard 29 Jul

Jack Sidders’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 5.

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Merryn Talks Money · The UK's Shrinking REITs Sector Is Still Attracting Buyers · 8 Jul 2026 podcast

The actual value that management teams bring here is supposed to be on the operational side, so in terms of increasing rents, increasing earnings.

Well, that side of the ledger actually looks pretty positive for the reason being that going back even further, we've had Brexit, then we had the pandemic.

Then we've had runaway inflation.

So a whole series of bad shocks, which kind of means across most sectors, no one's really built very much for 10 years plus now in the UK.

Whether that's offices, retail, no one's built anything because we had far too much retail.

Warehouse development has still gone on, but even a lot of that was kind of upended by inflation.

the end of the cheap money era.

So there's certainly not oversupply in many, if any, sectors.

And in quite a few of the sectors, there's really quite chronic undersupply.

And assuming that the economy, you know, the economy has not been going great guns, but assuming it sort of continues to just about tick along, that should mean that rental growth is pretty robust.

And therefore, that should be a good growth opportunity.

Yeah, I mean, the other thing to say on that point is if you go back to the last really painful recession, I mean, putting the pandemic to one side, that we had in the financial crisis, yes, obviously there were huge credit issues within landlords' portfolios in terms of their tenants.

But even then, vacancy didn't actually get...

that bad.

I mean, yes, it got worse, but it wasn't existential.

The real problem was the fact they were all massively over leveraged.

And that was the big issue.

They have learned their lesson.

The UK REITs have learned their lesson.

And as a sector, they are not, generally speaking, significantly over leveraged now.

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