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Rent Review Matters

The Michael Lever newsletter

All posts tagged "Yield Compression"

Shop investment: direct or indirect?

Aug 2025. Shop investment: direct or indirect? Direct is owning the property, indirect is a shareholder. Which is better depends upon judicious choice. For direct ownership, cue is best taken from institutional investors. Pension funds have a longer time horizon. They do not pay 20 YP (5%) for 10 YP (10%) rack-rented investments. They do […]