The Analyst
Office and retail: Supply down, demand up
Pop the champagne, hoist the main brace, rejoice, and be grateful! The real estate sector isn’t just up, by a whopping 6%, it’s also outperforming the All-Share Index. It may have taken liberation...
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WHAT’S NEW
Technology
Apple’s $20 billion ticking time bomb
As the world watched Apple attempt to chart its AI future at WWDC in June, a more consequential development for its near-term business brewed 3,000 miles east. In Washington...
Green Chronicle
1.5 million homes, but still no place to call home?
Why it’s time for our housebuilders to think like placemakers. Let’s start with the obvious: housing is in crisis. Most agree we need more of it – 1.5 million homes by the end of...
The Analyst
Derby distress and Padel bingo
I didn’t know The Derby was on Saturday until the next day when I spotted a newspaper montage of flamboyant fashion photos of some who had made it to Epsom Downs. Too late...
The Analyst
I used ChatGPT to help underwrite an investment idea
And it was awesome. Random Walk is interested in s-mid caps that stand to benefit from an increase in the secular demand for energy, with a bias towards natural gas, given that...
The Analyst
Office and retail: Supply down, demand up
Pop the champagne, hoist the main brace, rejoice, and be grateful! The real estate sector isn’t just up, by a whopping 6%, it’s also outperforming the All-Share Index. It may...
Head Of Research
US stock market in the age of fiscal dominance
Trump 2.0 is not playing out as billed in last year's election - is it going to be Wall Street over Main Street yet again? For about a week in April, the Trump administration did...
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INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
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Fintech, proptech and what it all means
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Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment
THE PROFESSOR
Analysis and opinion from the academic sphere
FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.