Serious investment thinking that doesn’t take itself too seriously.
Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks...
From the beginning of November – when the market decided that the Fed was hinting at rate cuts in Q1 of this year until the turn of the year – the quoted sector rallied by an...
A lousy summer, an unsatisfactory conclusion to The Ashes, for us, wrapped up warm for the first day of the football season, and a job following the quoted real estate sector....
“What’s wrong with that?” Buzzword of the year so far! The best is getting better, and the worst is getting worse. It applies to the assets and, to a lesser extent, the quoted...
A New Year and just maybe a brighter dawn for the quoted REITs? As I type we’re about to finish the results season for the December year end companies. Results have varied...
Originally published October 2022. But this writer believes there’s plenty of hope for landlords. The sector had a tawdry H1 with significant underperformance against the...