Marriott First World Hybrid Real Estate Fund is re-opening

First World Hybrid Real Estate Plc is a real estate investment company that invests in a combination of direct real estate and listed real estate investment trusts.

The objective of this Fund is to combine the benefits of direct and listed First World real estate to generate a reliable, predictable and growing income. With the majority of the return generated from the income yield, the investment outcome can be anticipated with a reasonable degree of certainty.

In the five months since trading was temporarily placed on hold, the Fund has performed well given the unprecedented uncertainty due to the COVID-19 impact on the property market. During this period the direct property portfolio saw:

  • Growth in rental income
  • No rental write-offs
  • An increase in the overall portfolio valuation
  • The Fund has continued to pay quarterly dividends

Despite the market uncertainty and volatility, the Fund has performed well over the last 12 months providing investors with a return of 6.4% in Sterling. The outlook for the First World Hybrid Real Estate Fund remains good due to its emphasis on distribution warehousing. This sector has benefitted from strong occupational and investment demand.  

Return expectation

The Fund’s 4.5% income yield is attractive in an investment environment where income returns are increasingly hard to come by, and especially when compared to a 10 year UK bond yield which is now yielding 0.2%. Investors in the First World Hybrid Real Estate Fund can remain confident that the Fund will continue to serve them well over the longer term and given the First World Hybrid Real Estate’s emphasis on:

  • High-quality distribution warehouses
  • Robust tenants
  • Long term leases

The portfolio will continue to provide investors with between 4.5% – 6.5% in Sterling. For investors looking to diversify their investment portfolios, the First World Hybrid Real Estate Fund provides attractive returns in a first world currency and very little to no correlation to the world stock markets.

For more information or to invest in the First World Hybrid Real Estate Fund please contact Kevin or Greg.