RE01
Lecture 12: Real Estate Securities
Thies Lindenthal / Colin Lizieri
htl24@cam.ac.uk
February 2023
Putting things into perspective
What are we talking about?
- Total UK real estate is worth £8-9trn. Market cap all companies listed on LSE: £3.8trn. Investable RE: £1trn (54% held by investors).
- REITs held ~£96bn in 2020.