UK Commercial Real Estate https://xitter.cf/t.co/69WF83LZo3
London, UK
Joined May 2012
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Jonathan Roth retweeted
Ministers left in tears as Holocaust survivor makes speech at Number 10.
Read more 🔗 trib.al/1HGPNfq
Jonathan Roth retweeted
🇪🇺 So good to see the world wake up to the terrors of the European Commission
I hope all the attention helps European people via their country's governments force the European Union to reform and redesign its structure to one that's actually democratic
No indirect appointment of corrupt cronies but actual democracy close to the people
It also makes no sense to have 720 members of the European Parliament, it's simply too much and makes it too inefficient
The real cancer rotting the EU from within though is the European Commission which should be disbanded and replaced with a democratic body
FYI the European Commission consists of 32,000 paid civil servants and all it does it create laws that nobody agrees with
Europeans, you should keep posting about the terrors of the European Commission and vote parties into power in your country that can put real pressure on the EU to change and reform
Amidst ongoing market uncertainty, many investors are focusing on long-income deals. Development projects are expensive, financing costs remain high, and the occupational story is unpredictable for value-add projects outside of core locations.
Acquiring income-producing assets offers a level of certainty and stability. Investors are targeting buildings with long leases (10+ years), guaranteed CPI or RPI-linked rental uplifts, and tenants with strong financial covenants. Examples include supermarkets let to the likes of Tesco and Sainsbury’s. Yields are even sharper where there is future development potential on these sites.
This stock is now available at more attractive yields than in recent years. Many predict interest rates to fall over the next 12 months, which could lead to yield compression and capital value growth.
This is a defensive and income-focused strategy, and as long as the economic climate remains bearish, these deals will stay at the top of investors’ minds.
The UK government has proposed banning upwards-only rent reviews in new commercial leases in England, with the legislation expected to come into force by 2027 or 2028.
In theory, the policy sounds positive. One of its stated aims is to boost local high streets by ensuring rents reflect fair market value. In practice, I’m not convinced it will work and it risks undermining investor sentiment, as knowing that rental income cannot fall helps underpin property values and long-term investment decisions.
Most leases are already shorter (5 years or less), and many will revert to index-linked reviews (CPI and RPI) or fixed uplifts. The legislation also includes offices and warehouses, which have little relevance to the high street. Ironically, rent reviews for offices tend to involve established blue-chip companies that require certainty through long leases. These are the occupiers who could benefit most from this legislation.
The question is how this will affect office underwriting if rent rolls can move in both directions (upwards and downwards), and what impact this will have on risk and pricing.
Jonathan Roth retweeted
We don't have to live like this.
No more decline.
We deserve better.
I’m absolutely sick of seeing endless disgusting graffiti on the tube.
So this morning I teamed up with @lfg_uk to do something about it🧽🧼✨
Jonathan Roth retweeted
Dear Members of the @PulitzerPrizes board,
My name is Emily Damari. I was held hostage in Gaza for over 500 days.
On the morning of October 7, I was at home in my small studio apartment in Kibbutz Kfar Aza when Hamas terrorists burst in, shot me and dragged me across the border into Gaza. I was one of 251 men, women, children, and elderly people kidnapped that day from their beds, their homes, and a music festival.
For almost 500 days I lived in terror. I was starved, abused, and treated like I was less than human. I watched friends suffer. I watched hope dim. And even now, after returning home, I carry that darkness with me - because my best friends, Gali and Ziv Berman are still being held in the Hamas terror tunnels.
So imagine my shock and pain when I saw that you awarded a Pulitzer Prize to Mosab Abu Toha.
This is a man who, in January, questioned the very fact of my captivity. He posted about me on Facebook and asked, “How on earth is this girl called a hostage?” He has denied the murder of the Bibas family. He has questioned whether Agam Berger was truly a hostage. These are not word games - they are outright denials of documented atrocities.
You claim to honor journalism that upholds truth, democracy, and human dignity. And yet you have chosen to elevate a voice that denies truth, erases victims, and desecrates the memory of the murdered.
Do you not see what this means? Mosab Abu Toha is not a courageous writer. He is the modern-day equivalent of a Holocaust denier. And by honoring him, you have joined him in the shadows of denial.
This is not a question of politics. This is a question of humanity. And today, you have failed it.
Jonathan Roth retweeted
Tonight at King's College, I felt as if I were under Islamic regime occupation again.
At an event where I, as a Muslim Iranian, voiced Iranians' will for regime change, a pro-Palestinian mob shut it down when I mentioned Iran Lion & Sun flag.
Unacceptable in the UK academica.
Jonathan Roth retweeted
Well, thank God also for free and open debate.
Having visited Ukraine every year but one since 2011, I think I have an informed and realistic view.
I repeatedly criticized the Biden administration for its failure to deter Putin in 2021 and failure to end the war while Ukraine still had some leverage.
I have said more than once in the past three years that the war would not have happened if President Trump had been reelected in 2020.
I supported his campaign for reelection last year, consistently predicted his and your victory, and welcomed the “vibe shift” that victory represented.
I have also supported the President’s previous calls to negotiate peace between Russia and Ukraine.
So I am not sure I really qualify as a globalist.
In fact, I agree with all five of the points you make. Indeed, I praised your Munich speech.
But I simply cannot understand the logic of beginning a negotiation this difficult by conceding so many crucial points to Russia.
As I understand it, before negotiations have even begun, NATO membership for Ukraine has been taken off the table and the loss of 20% of its territory has in effect been conceded. Correct me if I am wrong.
I have read also (though it may not be true) that “American officials are suggesting a different sort of peacekeeping force, including non-European countries such as Brazil or China, that would sit along an eventual ceasefire line as a sort of buffer.” China? Seriously?
On Wednesday, President Trump accused Ukraine of having “started it,” meaning the war.
He also cast doubt on the legitimacy of President Zelensky’s government.
It is not “moralistic garbage” but a hard and realistic lesson of history that wars are easy to start and hard to end.
As for “historical illiteracy,” here are some facts.
It took 1 year, 10 months, 25 days for Woodrow Wilson to negotiate an end to World War I (it helped that the Allies won);
2 years, 18 days to negotiate an end to the Korean War;
3 years, 5 months, 24 days to negotiate an end to the Vietnam War;
And 5 years, 5 months, 1 day to negotiate peace between Israel and Egypt.
I earnestly hope that the Trump administration can negotiate an end to this war. But if we end up with a peace that dooms Ukraine first to partition and then to some future invasion, it will be a sorry outcome.
To repeat, I agreed with most of your criticisms of Europe at Munich. I would add that the Europeans have talked for “strategic autonomy” for too long without making a serious attempt to achieve it.
But you and President Trump campaigned last year with a slogan that dates back even further than George H.W. Bush’s words that I quoted. That phrase was “peace through strength.”
I wish you luck.
EV Charging Infrastructure's Growing Influence on Roadside Real Estate
jonathanroth.substack.com/p/…
