UB Nordic Commercial Real Estate Fund

Funds and ETFs
22

Frans chatted with portfolio manager Mikko Hentinen about, among other things, the performance of UB’s Nordic Commercial Properties fund. :slight_smile:

Topics:

00:00 Introduction
00:43 Mikko’s return
02:00 Events of the past year
03:52 Fund’s investment strategy
07:55 Nordic market
10:49 Return target
13:02 Nordic markets
17:30 Finnish office market
20:27 Real estate funds

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23

Frans interviewed Mikko Hentinen, portfolio manager of the UB Nordic Commercial Properties Fund. :slight_smile:

Topics:

00:00 Introduction
00:21 Real estate portfolio manager’s job description
02:14 Q3 updates
04:18 Market development
06:47 Norway
09:14 Sweden
11:31 International capital plays a big role in Finland
13:15 Effects of the pension system reform
15:43 Prime properties

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25

UB Nordic Commercial Properties fund’s portfolio manager Mikko Hentinen and Frans discussed the performance of the real estate fund, general market outlook for the sector, and more.

Topics:

00:00 Introduction
00:29 Fund performance last year
01:04 Development of key return drivers
03:47 Industrial property acquisition in Norway
06:06 Transaction size and yield level
07:30 Market outlook for 2026
12:00 Impact of interest rate cuts on the Norwegian real estate market
14:55 Industrial and logistics properties as the star sectors of recent years
18:03 Outlook for Nordic office properties
22:08 Divergent development of commercial properties
25:53 Impact of the Middle East conflict on the real estate sector

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26

Frans‑Mikael Rostedt discussed the fund’s current status and interest rate matters, among other things, with Mikko Hentinen, portfolio manager of UB Nordic Property. :slight_smile:

Topics:
(00:00) Introduction (00:11) Q1 update (01:05) Fair values (03:54) Yield requirements (05:00) Real estate developments (08:58) Market situation (11:39) Transaction volumes (13:56) Stock markets have already forgotten the Strait of Hormuz (14:28) UB Nordic Property – return target

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27

Frans discussed the real estate market once again with Mikko Hentinen, portfolio manager of the UB Nordic Property Fund (UB Pohjoismaiset Liikekiinteistöt). :slight_smile:

Topics:

(00:00) Introduction
(00:20) Fund update
(02:16) Rise in interest rates
(03:23) Norway’s interest rate environment
(05:08) Real estate transaction market
(06:39) Impact of interest rates on yield requirements
(07:53) Data centers

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