React Analysis

Light, Traffic Light, Shop

COVID-19 should be the catalyst to drive a revolution in the UK budget hotel sector

The fallout of the Travelodge CVA is a turning point
Electronics, Mobile Phone, Cell Phone

Amazon’s 11m sq ft barrage begins to influence funding market dynamics

Amazon has bolstered its real estate team in the UK and has growing clout in the investment market
Human, Pedestrian, Person

Mixed bag for Scottish rents as retail struggles

CBRE and HFD provided React News with exclusive data on Scottish rent collection
Person, Human, Room

Invesco sells 18.6% stake in NewRiver a year after buying shares from Woodford

Invesco sells almost entire stake in NewRiver REIT
Road, Transportation, Train Track

The big questions: how might intu unravel?

Shopping centre firm on the brink
View of Regent Street

Norges’ successes, narrow escapes and next steps in property

Sovereign wealth fund reveals how its real estate strategy is evolving
  • Norges has delivered real estate returns well ahead of its cost of capital over the past decade
  • Fund has benefited from being an early mover in logistics. Initially, it considered investing in dominant UK shopping centres but then decided to limit retail investment to prime high-street locations
Tie, Accessory, Accessories

What now for 3m+ sq ft of regional office requirements?

React News is tracking deals in Manchester, Leeds, Liverpool, Birmingham, Newcastle, Nottingham, Glasgow, Edinburgh, Bristol & Belfast
Human, Person, College

Pandemic throws spotlight on valuation

Valuers rethink approach to material uncertainty clauses and property inspections
  • RICS is leading regular calls between valuers on specific sectors and use of material uncertainty clauses
  • Caveat to be lifted in a co-ordinated way by sector and potentially by geography
Building, Architecture, Window

What next for the €1.5bn+ of assets in gated Irish property funds?

Irish property funds moving to increase cash positions to process redemptions