235: Money Makers Investment Trusts Podcast - with Richard Shepherd-Cross (26 Oct 2024)


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Oct 25 2024 43 mins   24
In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Richard Shepherd-Cross, manager of the Custodian Property Income REIT (CREI) to discuss the trust.

Section Timestamps:
0:00:23 - Introduction
0:00:51 - Looking back over ten years of CREI
0:03:14 - Pros and cons of managing a commercial property trust
0:08:12 - Capital growth
0:13:08 - Cost of ownership and cost disclosure
0:16:37 - Gearing
0:21:04 - A short break
0:21:59 - The discount
0:31:00 - The merger proposal with Abrdn Property Income (API)
0:34:35 - Are investment trusts really the best structure for commercial property?
0:39:03 - Risk of an undervalued takeover
0:42:59 - Close


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Produced by Ben Gamblin.