
Head Of Research

The (contrarian) case for listed real estate
When I started in real estate more than 25 years ago, nobody was really interested in listed property. At that time, I was a real estate equity analyst at ABN AMRO (later with JP Morgan), but few...
WHAT’S NEW

The Analyst
10 charts: the death of the Almighty Consumer continues to be premature
Transaction data, hotel bookings, value shoppers, booze hounds, student borrowers . . . we got it all checking in on the Almighty Consumer, tariff uncertain, or nay? transaction...

The Storyteller
An account of what i’ve been up to
I’ve just finished a ten day solo tour down South as the World’s Oldest Stand-Up and it was a major adventure for an old guy with memory issues who keeps forgetting the word...

The Analyst
The stock market won’t save us
Sometimes reality bites back at Trump, but not always. During the 2024 campaign, the stock market typically reacted favourably to good polling news for Donald Trump, and it...

The Analyst
Is real estate chaotic?
Some readers may be familiar with Liu Cixin’s award-winning 2008 science fiction novel The Three-Body Problem or its 2024 Netflix adaptation. Either version provides a fitting...

Head Of Research
The (contrarian) case for listed real estate
When I started in real estate more than 25 years ago, nobody was really interested in listed property. At that time, I was a real estate equity analyst at ABN AMRO (later with JP...

The Storyteller
Letter From Paris: Restaurant Le Train Bleu
‘Une invitation au voyage’ Last Monday I took the TGV from Paris to Cannes to attend the annual MIPIM property conference. This grand and familiar train journey was preceded by a...
FEATURED CONTRIBUTORS
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INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
THE MACRO VIEW
Recent financial news and how it connects across all asset classes

TECHNOLOGY
Fintech, proptech and what it all means

PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
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.