In the second of our mini-series covering UK commercial real estate, we look at the Q1 2020 data and assess what it means for our industry as it comes to terms with the impacts of Covid-19 on the wider economy. Rent collection and capital value movements have been highly variable between sectors, evidencing trends we expect to continue. Stock picking, due diligence and diversification at both asset and tenant level remain key to managing risk in real estate portfolios.
