Member Info for GEML

CB Richard Ellis Monthly Index showed a positive returns and capital growth UK - The latest CB Richard Ellis (CBRE) Monthly Index reveals that commercial property recorded its second consecutive month of positive returns and capital growth in August. All Property saw returns of 1.2% and capital value growth of 0.5%, confirmation of last month’s return to a more positive footing... http://www.property-magazine.eu/cb-richard-ellis-monthly-index-showed-a-positive-returns-and-capital-growth-11791.html Another good month to help INVESCO Property Income Trust (IPI) to recover. IMHO

People are still willing to pay for a good location. These high rents must bode well for INVESCO Property Income trust (IPI) IMHO Summit office building sets Birmingham lease rate record Posted by Michael Tomberlin -- The Birmingham News September 08, 2009 6:00 AM http://blog.al.com/businessnews/2009/09/summit_office_building_sets_bi.html

The LSE trades site can give a false impression re trades. LSE has a largish sell but there are more buys on the PLUS Market. so I think you need to check both when making Buying and selling decissions. Here is one Plus Market link to check IPI trades: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3AIPI.GB&s_ok=OK&minimise=

http://www.telegraph.co.uk/finance/personalfinance/investing/6130046/Is-commercial-property-on-the-up.html

I wounder if some of the large £25K purchases may tern out to be Directors buying? It usually takes a few days before the official announcements. IMHO

Dutch Commercial Property Market Shows Strong Surge http://www.propertywire.com/news/europe/dutch-commercial-property-market-shows-strong-surge-report-shows-200909023467.html

I think we may see at tick up soon above 6p with trades like this one going through. IMHO

http://www.property-magazine.eu/property-market-showing-signs-of-life-11741.html

Another tick up on Plus Market: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3AIPI.GB&minimise= This is not showing on LSE yet

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Thanks Danger here is another article in the Telegraph they have just released on Commercial Property: http://www.telegraph.co.uk/finance/personalfinance/comment/paulfarrow/6120698/Comment-fund-groups-talk-up-commercial-property-again.html ...Yet history suggests that commercial property has a place in a portfolio for investors. Its long-term track record is strong, while it offers diversification away from shares. The decimation of the commercial property sector will, at some stage, open up a great buying opportunity. If you believe some analysts, that time might be now. The tragedy is that it isn't just the investors who got their timing wrong three years ago. So did the marketing departments of fund groups – and they should have known better. ..

Five funds for a higher income If you are fed up with meagre returns on bank and building society savings and are willing to take more risk in pursuit of higher returns, it may be worth considering a stock market-based income fund. By Nina Montagu-Smith Published: 9:10AM BST 01 Sep 2009 http://www.telegraph.co.uk/finance/personalfinance/investing/6120282/Five-funds-for-a-higher-income.html Even after recent increases in bond and share prices, many of these are offering relatively high yields; that is, dividends expressed as a percentage of purchase price. But it is important to understand that, unlike bank and building society deposits, your capital is not guaranteed. You may get back less than you invest. Most of these unit and investment trusts can be held in individual savings accounts (Isas), which means there is no tax to pay on the income you receive from them. As a rule of thumb, the higher the return, the higher the risk you are likely to be taking... One INVESCO fund is Mentioned - but this is great news for the Income Trust Sector and IPI INVESCO Property Income Trust IMHO

Spain emerges as commercial property hot spot in europe Monday, 31 August 2009 http://www.propertywire.com/news/europe/spain-emerges-as-commercial-property-hot-spot-in-europe-200908313458.html ...Spain shares many of the qualities that are currently attracting investors to the UK commercial real estate market, according to new research released by property consultants CB Richard Ellis. The UK real estate market has attracted much attention from potential investors recently due to a growing perception that the repricing of UK real estate has now been sufficient to make it an attractive investment target. Many of the same factors apply to the Spanish market, the report points out. Although in absolute terms the Spanish commercial real estate investment market has shrunk over the past 18 months, with investment activity totalling €1.85 billion in the first half of 2009, the decline has been much less severe than that seen elsewhere in Europe. As a result, Spain’s share of the total European market has more than doubled, from around 3% of the total in 2005/06, to 7.5% in the first half of 2009...

http://www.istockanalyst.com/article/viewiStockNews/articleid/3442912

If we have another good day the share price should rise to a new level, which may even be called a breakout. Good look all long term holders. IMHO

A nice vote of confidence to P.I.’s would be if the Directors and the Institutions started topping up there buying too. Quite a lot of P.I.’s must hold more shares than the directors. I know they have been in a closed period, up to the time of the AGM yesterday, but they should now be able to start adding more share. IMHO

If one was watching TV shows, one may say some of the positions in this video are impossible yet they happen: http://thefunnypage.com/potato-sisters/ Please watch passed the first minute and then be amazed

Remember that IPI is an Income Trust. My understanding is that they have to distribute the profits, as a dividend when they get back on their feet. IPI was paying last year 6p per share in Dividend. If you buy 100,000 share now, they will cost you 6p each or there about. But when they start paying dividends again you will get £6,000 a year back in dividends, which is about what you can get the share for now. But you will get this each year, unless the market goes bananas again. Remember also since they stopped paying the dividend in March, they have been able to pay £10 million of the bank loan back. They may choose to pay loan back, until they reach the 65% barrowing ration. Then I think they will have to start paying dividends again. If they buy the 15% of share back now, while they are cheap. It means the dividend may go up for all the remaining shares as the profits will be divided between fewer shares. I see this as a long term hold and a yearly income source in a couple of year’s time. IMHO

No, I live in North Wales and the AGM is in Jersey. I may go next year.

With IPI I think you need to also keep an eye on the trades on the Plus Market which do not show in the above figues. As sometimes the LSE can be down but the Plus Market up. Here is a link for checking, I do not know how to find this on LSE: http://www.advfn.com/p.php?pid=trades&btn=s_ok&symbol=PLUS%3AIPI.GB&s_ok=OK&minimise=