Monthly Newsletter 2021

 

Welcome to the March AREF Newsletter, this gives you a snapshot of the work we have been doing throughout the month.

It's been a busy month here and below you will find information on what we've been working on, including: Our Strategic Priorites for the year; replays of our member events held during March  (click here for details); an update on our new D&I Taskforce; details of the new FutureGen Education Series for 2021 and; details of the AREF Annual Awards 2021, where we have added a new award  'The AREF Research Award' as well as adding a new criteria for the 'Investors' Award for Outstanding Achievement', both of which are now open for members to submit their entry. 

We wish you all a great bank holiday weekend.

Many of our news items are for members only so please create a loginThis will also allow you to book on our events. 

 

AREF's Strategic Priorities for 2021

Each year, the Board agrees a number of near-term strategic priorities. These provide a focus for the association’s executive team and all the AREF Committees. Click for further information on our priorities for 2021.

Read more...

Diversity & Inclusion update - Nileena Premchand to Chair to taskforce

We are pleased to announce that Nileena Premchand from Bryan Cave Leighton Paisner has been appointed as Chair of the D&I Taskforce. We had a tremendous response to our call for volunteers, with over 50 people registering! Click below to read the update.

Read more...

Property Investors Matter - First session: Tuesday 27th April 2021

Let’s discuss what matters to you as investors. At these quarterly group video-call sessions, we invite you all to come together for 45 minutes and set your own agenda for discussion. Open to any and all qualified investors in property funds, no AREF membership required.

Register here...

Sponsorship Opportunity - AREF Pub-chat podcast – Series 2: ‘The Road to Recovery?’

Would you like to increase your visibility within the industry and promote your brand? We are offering a unique opportunity to sponsor the second series of the very popular Pub-chats podcast.

Click to view

'The 5 Year Roadmap' video podcast - Sponsored by Sanne Group

We are delighted to announce that Sanne Group are the sole sponsor of our new ESG initiative 'The 5 year Roadmap' video podcast, setting out 6 key themes set to impact the industry over the next 5 years: What they are, when you’ll be affected and insight from industry leaders on why you should care and how to prepare. Watch out for the launch of these video podcasts over April/May.

Don’t be left out of the index!

Click to view the deadlines for submission to the MSCI/ AREF UK Property Fund Index for Q1 2021. If these submission and signoff deadlines are not met your fund risks not being included in the index for this quarter.

Click to view

News

30 Mar 2021
An update on AREF Connect - Our digital Networking Solution

We have now hosted the inaugural meetings for AREF Connect and had a fantastic response from members. Click to view some testimonials from those involved.

News Article
30 Mar 2021
IA Brexit update - UK and EU agree MOU on financial services

On Friday evening, the technical negotiations concluded on the MOU for financial services between the UK and the EU. Click to read the update from The Investment Association.

News Article
29 Mar 2021
AREF CTI Reporting Q&A

We have added Question 30 and 31 to the AREF CTI Reporting Q&A. Any questions on the CTI can be referred to AREF CTI & Expense Ratio Working Group.

News Article
29 Mar 2021
Member Drop in call - for Fund Managers

Throughout 2020 and into 2021 Paul Richards has hosted a member drop in call, this is an informal chat with fund managers about issues affecting them throughout the pandemic.

News Article
26 Mar 2021
IA Political update: Scottish Election look ahead

It’s been a busy week in Scottish politics. Click to read an overview from the Investment Association.

News Article
25 Mar 2021
Andy Speedie, Keills Property Trust

We were very sad to hear the news about the sudden passing of Andy Speedie from Keills Property Trust at the beginning of March. Please click for more details on his funeral.

News Article
25 Mar 2021
Property Week Article: Professional Investor Funds (PIFs) could fill the UK fund sector gap

Melville Rodrigues, leading proponent of a new UK vehicle for real estate investors discussed the opportunities afforded by supporting the Professional Investor Fund (PIF)

Press Article
23 Mar 2021
Watch the replay - UK Treasury's Funds Review: Call for Input consultation - Implications for the Real Estate Funds Sector - 23 March 2021

View the materials from this event, including slides and a recording.

Post-event Materials
22 Mar 2021
Call for Input on the UK Funds Regime

HMT are seeking input on issues across both tax and regulation. The Call for Input closes on 20 April 2021.

Active Consultation
19 Mar 2021
DWP Consultation: Incorporating performance fees within the charge cap

Within this consultation is HMT's response to the consultation on Improving outcomes for members of defined contribution pension schemes.

Active Consultation
17 Mar 2021
IA Update - Political update: Global Britain in a Competitive Age

Read this update from the Investment Association on the announcement from the PM about Global Britain.

News Article
16 Mar 2021
Post-event materials - Investor Webinar: Long Income and LGPS pooling - Tuesday 16th March 2021

View slides from this event.

Post-event Materials
12 Mar 2021
IA Update on the IOSCO Work Programme

The work programme outlines IOSCO's priorities and key deliverables for 2021-2022.

News Article
10 Mar 2021
Government announces further support for commercial and residential tenants

The Government has extended the moratorium on commercial landlords’ right to forfeiture for the non-payment of rent to Wednesday 30th June. Click for more information

News Article
10 Mar 2021
MSCI AREF Property Fund Vision Handbook - Q4 2020.xlsm

Balanced Funds delivered strong performance Q4 2020, driven by industrials. View the Q4 2020 PFV, otherwise known as the property researchers' bible. This is available to a...

Property Fund Vision
10 Mar 2021
Post-event materials- Presentation of the MSCI/AREF Quarterly UK Property Fund Index - Wednesday 10th March

View the materials from this excellent event, including slides and recording.

Post-event Materials
05 Mar 2021
HMT consultations on the tax treatment of asset holding companies in alternative fund structures

AREF responded to the HMT consultation exploring whether changes to the tax treatment of companies used by funds to hold assets could make the UK a more attractive location...

News Article
05 Mar 2021
IOSCO Survey on Liquidity Risk Management Recommendations and Responses to COVID-19

To inform both the Thematic Review of the Recommendations for Liquidity Risk Management for Collective Investment Schemes and the Joint Analysis with FSB, IOSCO has issued ...

Active Consultation
04 Mar 2021
IA Budget Update

Click to read the Investment Associations analysis of the Budget.

News Article
03 Mar 2021
Updated UK Non-Resident Capital Gains Tax Regulations

The regulations introducing portfolio exemption from UKNRCG were laid before the parliament on 2 March. Click to view more.

News Article

See what's coming up on our Events Calendar!

Click to view

 

Industry Initiatives you may be interested in...

27 Jan 2021
Quarterly newsletter from Investment 20/20

Click to view.

News Article
22 Mar 2021
An event from Women Talk Real Estate

View this excellent event on tips and tricks for remote presentations.

News Article

Do you know of a fantastic industry initiative?

Please share this with us and we can include it in the next newsletter.

Email us

 

Upcoming Events

27 Apr 2021 London
Property Investors Matter - exclusive discussion calls for real estate investors
Member Call
05 May 2021 London
CRE Debt: Session 1 - A golden age for debt investing?
Webinar
13 May 2021 London
CRE Debt: Session 2 - Lessons of the past decade and thoughts for the future
Webinar
26 May 2021 London
AREF FutureGen Educational Series 2021 Event 1: Agreeing an Investment Management Agreement
FutureGen event

Sign-up your new Graduates

Do you have new Graduates starting in your firm? If so, then we’d be delighted to hear from them! As part of your AREF membership, graduates at your firm, along with any other FutureGen staff members, can join the AREF membership for free and become a member of the AREF FutureGen Network.

Click to view

Our online events!

Gain some valuable hours of CPD whilst working from home! View our selection of previously filmed events which cover a range of subjects that remain highly topical, including the very popular Social Impact Investing events

View online events

Join our LinkedIn Member Forum

Keep up with all the latest news through our secure LinkedIn Member Forum. This Forum is exclusively for AREF members and is a great way of keeping up-to-date with news and events. Follow the link and click ‘Join’.

Join today

Join the FutureGen Network

AREF is committed to investing in our future! We have over 400 future generation members in our Network. If you would like to join and receive updates on events and industry news, click below.

Join today!

Committee Updates

25 Mar 2021
Corporate Governance Committee - Update

The Committee is working on: Guidance for Code of Practice compliance reviews and preparing the Code for 2021. Click for more info.

Committee Update
25 Mar 2021
Education & Training Committee - Update

The committee is working on: Delivering an events programme for 2021. Click for more info.

Committee Update
29 Mar 2021
ESG & Impact Investing Committee - Update

The Committee is working on ESG metrics reporting. Updates to AREF's Code. Social Impact Investing events. TCFD reporting requirements. Click for more info.

Committee Update
25 Mar 2021
FutureGen Committee - Update

The Committee continue to meet for 'FutureGen Connect' virtual networking and are planning the Educational Series for 2021. Click for more info.

Committee Update
29 Mar 2021
Investor Committee - Update

Currently looking at: LGPS Pooling; ESG metrics; BREXIT; and secondary market trading. Also assisting AREF on a paper for investors. Click for more info.

Committee Update
29 Mar 2021
Public Policy Committee - Update

The Committee is looking at fund liquidity management, Brexit, and the Professional Investor Fund. Click for more info.

Committee Update
29 Mar 2021
Research & Information Committee - Update

The Committee is assessing MSCI’s proposal to change the methodology for index calculations. Also it is commissioning a research project for 2020. Click for more info.

Committee Update
29 Mar 2021
Retail Funds Committee - Update

The Committee is currently leading AREF’s response to FCA CP20/15 and considering whether indemnities should be permitted for property sales. Click for more info.

Committee Update
29 Mar 2021
Tax Committee - Update

The Committee is liaising with HMRC on draft guidance on NRCGT, and requirements the 'Making Tax Digital' initiative, as well as tax measures in the Spring Budget. Click ...

Committee Update

 

The Association of Real Estate Funds (AREF) is the body that represents the interests of its fund managers, those firms that advise and support them and the end-investors. For further information, please visit our website.