3 Reasons You Should Own Some 6.2%-Yielding British Land

2025-02-26 07:53:09 ET

Summary

• Investing in British Land (BTLCY) offers significant long-term return potential due to the UK's inherent stability, and the firm's undervalued, high-quality real estate portfolio.
• Despite negative headlines, the UK remains a stable, high-quality jurisdiction with strong demand for living and business spaces, particularly in London.
• British Land's portfolio benefits from strict building codes limiting supply, driving long-term appreciation, and maintaining high occupancy rates across office, retail, and logistics properties.
• With an incredibly attractive discount to book value and a dividend yield of 6.2%, BTLCY presents a compelling opportunity for those seeking long-term income and appreciation.
• We rate BTLCY a 'Buy'.

About a year ago, we wrote a bullish article on QQQ , the Invesco QQQ Trust ETF.

Titled: " QQQ: Why It Could Be The Best Single Investment For The Next 20+ Years ", the piece talked about why, in our view, investing into top American companies is still basically the best long-term capital allocation strategy out there.

In the piece, we reproduced a recent quote from Jamie Dimon which we thought got to the heart of the issue, where he talked about all of America's many advantages (emphasis ours):

"America has the best hand ever dealt of any country on this planet today, ever .

Americans don't fully appreciate what I'm about to say.

We have peaceful , wonderful neighbors in Canada and Mexico.

We've got the biggest military barrier ever built called the Atlantic and the Pacific.

We have all of the food, water, and energy we will ever need.

We have the best military on the planet, and we will, for as long as we have the best economy - and if you're a liberal listen closely to me on this one, the Chinese would love to have our economy.

We have the best universities on the planet, there are great ones elsewhere, but these are the best, and we still educate most of the kids who start businesses around the world.

We have the rule of law , which is exceptional - if you don't believe me; Britain, Brazil, Russia, India, Venezuela, Argentina, and China, believe me, it's not quite there.

We have a magnificent work ethic , we have innovation... from the core of our bones. You can ask anyone in this room 'What can you do to be more productive' - you can ask assistants, people on the factory floors. It's not just Steve Jobs, it's breadth and depth.

We have the widest and deepest financial markets that the world has ever seen.

I just made a list of these things - it's extraordinary , and we have it today.

Yes we have problems, but when I hear people... if you travel around the world, I mean, get on an airplane, travel around the world, and go to all these other countries and tell me what you think.

Go to Europe. I mean, you want to talk about bad regulations and bad politics...

We have it all ."

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