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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Halls of Shrewd'm / An Open Letter
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Author: TheReitStuff ⎊☼🐝  😊 😞
Number: of 78 
Subject: Re: Any thoughts on UK real estate?
Date: 10/21/25 7:53 PM
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Jim mentioned LAND (UK) and BLND (UK) as interesting opportunities earlier this year.

LAND was roughly 530p last month and is currently around 630p. A gain of roughly 19%.

Similarly, BLND was around 320p last month and is currently around 380p. Also a gain of roughly 19%.

Both are approaching the high points of valuation from the summer.

Perhaps it might be time to consider shrinking positions a little?

It has been a rather enthusiastic rally on not much news.

Remember that the UK will have its budget in late November. In 2022, a proposed UK budget triggered a shock increase in bond yields around October 2022 which caused a sudden drop in the UK stockmarket. There was also a drop in UK REIT prices around October 2023.

TRS
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