Jason Baggaley, manager of the £191m SLI Property Income trust, said controlling the underlying liquidity of his portfolio is key as money continues to flood into the property sector.
The manager, who has run the trust since 2006, said investors must be able to move freely should volatility hit the market. "We are trying to buy early cyclical and smaller lot sizes to avoid the stock that larger funds are looking for," he said. Baggaley (pictured) added the property market is crowded at the moment, but he remains confident there is still value to be found for investors. "It is important to ask when to stop buying. However, the balance of supply and demand is still positive," he said. "For example, we have been increasing our exposure to retail warehousing...
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