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RAINMAKER'S VALUE THREAD (VAL) http://www.advfn.com/cmn/fbb/thread.php3?id=12083870 RainMaker has added IPI to his list of recommended stocks, He is doing some digging to call back to check his research.

Is commercial property an investment winner? By Rob Griffin Last Update: 15:49 http://www.moneywise.co.uk/grow-money/investing/article/2009/07/28/commercial-property-investment-winner The value of commercial property has plummeted, but is the time approaching to stake out the ground ready for when 
demand and prices begin to recover? Rob Griffin investigates whether commercial property is an investment winner. ...But is this an over-reaction? What is the truth about commercial property? Is it a great diversifier that can provide excellent returns over the longer term or a busted flush? Can investors still make money or did the last chance vanish when the recession arrived? Before making any judgments, it’s important to understand how the sector works. The first point is that it has nothing to do with residential property or house prices. Commercial property, of which there is estimated to be about £762 billion worth in the UK, is primarily made up of three sectors accounting for 80% of the market – shops, offices and industrial. In addition, there are several smaller areas such as leisure parks, restaurants, pubs and hotels. In its simplest form, commercial property investment can be divided into two distinct parts: direct property and shares held in property-related companies. While both are influenced by broadly similar economic factors – unemployment, interest rates, consumer confidence, and the general demand for space...

Nice recovery Chart in the FT http://markets.ft.com/ft/tearsheets/performance.asp?s=IPI%3ALSE

It is good to see UNIQ rising over the last couple of days I see there is more buying and selling today too. I have had a good couple of days on IPI, as commercial property prices are recovering.

The Buy Back should just reduce the shares in circulation by 15% this means the ones that are left should start rising.. You may want to consider averaging down by buying a few more at these low levels, as we get further into the year and Commercial Property Prices continue to improve. I think we will see this become a good recovery play. IMHO DYOR

http://investmenttrusts.invescoperpetual.co.uk/portal/site/iptrust/investmentrange/investmentcompanies/ipit/# Special Business To consider and, if thought fit, pass the following resolutions of which 4 and 5 will be proposed as special resolutions and 6 as an ordinary resolution: 4. THAT: the Company be generally and unconditionally authorised to purchase (in accordance with Article 57 of the Companies (Jersey) Law 1991 (as amended) ordinary shares of no par value (‘Ordinary shares’) of the Company provided that: (i) the maximum number of ordinary shares hereby authorised to be acquired is 22,934,700 being 14.99% of the total number of ordinary shares in issue as at 25 June 2008; (ii) the minimum price which may be paid for any such share is 1p; (iii) the maximum price which may be paid for any such share is an amount equal to 105% of the average of the middle market quotations for an ordinary share in the Company as derived from The London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such share is contracted to be purchased; (iv) the authority hereby conferred shall expire at the conclusion of the next Annual General Meeting of the Company or on 31 December 2009, whichever is the earliest, being not later than 18 months after the passing of this resolution; (v) the Company may make a contract to purchase its Ordinary shares under the authority hereby conferred prior to the expiry of such

JRVS Chart appears to be forming a double bottom at the current price forming a new support level, if this holds we could start to build on it IMHO I had a good day with IPI today,

One reason for todays 22% increase in IPI: UPDATE 1-UK commercial prop prices turn positive in July-CBRE Thu Aug 6, 2009 7:58am EDT http://www.reuters.com/article/rbssRealEstateOperations/idUSL619240720090806 * Index marks a sea-change in investor sentiment -CBRE * Falling rental values offset by firming yields * Retail warehouses see biggest rise in values (Adds details) By Andrew Macdonald LONDON, Aug 6 (Reuters) - UK commercial property prices rose 0.2 percent in July, their first positive reading since the market peaked in June 2007, data from the world's largest real estate broker, CB Richard Ellis (CBG.N), showed on Thursday. July's rise in prices comes after a 0.8 percent contraction in June, when CBRE said UK commercial property prices were nearing an inflexion point [ID:nL7723345], and follows several high-profile companies saying the sector may be improving. "This month's monthly index results reveal the undoubted sea-change in investor sentiment that has taken place over the past month," said David Wylie, CBRE's head of economics and forecasting. CBRE is one of the biggest contributors of data to benchmark UK index compiler Investment Property Databank (IPD), whose monthly commercial property index is due out next week...

I bought a few more of these for my ISA so the trade may not show for a bit.

Just received my voting form for the AGM on the 26th August 2009 at 10.15, St. Heler, Jerney for Invesco Property Income Trust Ltd. I though resolution five may have an affect on the share price, as fewer shares will be in circulation: "5. To Authorise the Directors to buy back upto 14.99% of the company's issued ordenary shares" Fewer shares will mean the price may rise IMHO.

http://www.bridgingandcommercial.co.uk/newsstory?id=19294787&type=newsfeed&title=commercial_property_market_becoming_optimistic_ Commercial property market 'becoming optimistic' Tuesday 4th Aug 2009 Optimism is slowly returning to the commercial property market as business confidence improves, it has been claimed. Steve Georgiou, director of Property Executive, noted that companies in the north of England are witnessing a slight strengthening of the sector. The comments come in response to the latest Jones Lang LaSalle Quarterly Property Index, published last week, which revealed that property returns fell by just 1.8 per cent in the three months to June. According to the index, this second quarter fall was the lowest seen in the market since June 2008. Mr Georgiou commented: "People are starting to believe that things are slowly picking up and I think they are still waiting for the banks. "It is well documented that the investment market is set to do extremely well and I think a lot of investors are already starting to purchase and buy portfolios." Last month, accountancy firm PricewaterhouseCoopers stated that there has been a rise in overseas investors in the UK's commercial property market.

King Sturge: Investors returning to commercial property market 6th August 2009 By Ian Briggs - Deputy Editor http://www.thebusinessdesk.com/yorkshire/news/15069-king-sturge-investors-returning-to-commercial-property-market.html?news_section=7 PRIVATE investors are returning to Yorkshire’s commercial property market in the belief that prices have "bottomed out", according to property consultants King Sturge. Continuing low interest rates as the UK economy continues to contract are attracting private investors back to property due to the prospect of long-term inadequate returns from banks, ......for the full story register now for free or login below...

From The Times August 4, 2009 Smiths and Menzies buy Dawson News out of administration for £2m http://business.timesonline.co.uk/tol/business/industry_sectors/media/article6737873.ece

Does anyone know why we have risen today? A few large trades going through?

There is some hope that the shares recovery signals the end of the recession. FTSE 100: stock market has best month in more than six years The stock market has enjoyed its best month in more than six years, boosting the savings of millions of investors and bringing hope that the worst of the recession may be over... http://www.telegraph.co.uk/finance/markets/5952111/FTSE-100-stock-market-has-best-month-in-more-than-six-years.html By Harry Wallop and Edmund Conway Published: 10:05PM BST 31 Jul 2009 ...This week, both Nationwide and the Land Registry reported a further increase in house prices, while consumer confidence and retail spending are no longer falling at record rates. Nationwide even suggested house prices could do the “unthinkable” and finish the year higher than they started. Richard Hunter, of financial advisers Hargreaves Lansdown, said: “It looks increasingly likely that we have hit the bottom of the recession. But it’s too early to say it’s a recovery.” Much of the money invested in the stock market is owned by pension funds, and millions of households have their savings invested in shares through Individual Savings Accounts.

There is some hope that the shares recovery signals the end of the recession. FTSE 100: stock market has best month in more than six years The stock market has enjoyed its best month in more than six years, boosting the savings of millions of investors and bringing hope that the worst of the recession may be over... http://www.telegraph.co.uk/finance/markets/5952111/FTSE-100-stock-market-has-best-month-in-more-than-six-years.html By Harry Wallop and Edmund Conway Published: 10:05PM BST 31 Jul 2009 ...This week, both Nationwide and the Land Registry reported a further increase in house prices, while consumer confidence and retail spending are no longer falling at record rates. Nationwide even suggested house prices could do the “unthinkable” and finish the year higher than they started. Richard Hunter, of financial advisers Hargreaves Lansdown, said: “It looks increasingly likely that we have hit the bottom of the recession. But it’s too early to say it’s a recovery.” Much of the money invested in the stock market is owned by pension funds, and millions of households have their savings invested in shares through Individual Savings Accounts.

There is some hope that the shares recovery signals the end of the recession. FTSE 100: stock market has best month in more than six years The stock market has enjoyed its best month in more than six years, boosting the savings of millions of investors and bringing hope that the worst of the recession may be over... http://www.telegraph.co.uk/finance/markets/5952111/FTSE-100-stock-market-has-best-month-in-more-than-six-years.html By Harry Wallop and Edmund Conway Published: 10:05PM BST 31 Jul 2009 ...This week, both Nationwide and the Land Registry reported a further increase in house prices, while consumer confidence and retail spending are no longer falling at record rates. Nationwide even suggested house prices could do the “unthinkable” and finish the year higher than they started. Richard Hunter, of financial advisers Hargreaves Lansdown, said: “It looks increasingly likely that we have hit the bottom of the recession. But it’s too early to say it’s a recovery.” Much of the money invested in the stock market is owned by pension funds, and millions of households have their savings invested in shares through Individual Savings Accounts.

GOOD NEWS NUMIS up target :-)) 56p STRONG BUY Strong BUY and overweight. i.e. The best investment in this sector. Nicola Mallard/Investec also comments that Uniq's UK business is in a upward trend and ALL Euro Businesses back in profit and prime for selling. Broker recommendation full details Date: 31 July, 2009 Broker: Numis Securities Company: UNIQ Recommendation: Retain Buy price target 56p InterMarket Stock's recommendation rating:

The price appears to be recovering after this mornings shake out.

Invesco Property Income Trust Limited Annual Financial Report Announcement for the year ended 31 March 2009 http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10127699 Looks Good to me and says its a going concern IMHO