Serious investment thinking that doesn’t take itself too seriously.
Paying dividends is kind of important for a REIT, but some of them seem to have forgotten that lately. This is my 40th year following the sector as analyst, salesman and...
REITs are split ever more markedly into the strong and the weak, with offices set to join retail on the wrong side of that divide – meanwhile, at last I’m getting a lie-in....
My world: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. Offices will recover, thanks to desk...
With so much capital chasing anything with a decent yield and without excessive risk, property remains attractive – but are these shares as cheap as they look? The property...
REITs are becoming what they always should have been: low-leveraged balance sheets and long-term income streams with a sustainable, growing dividend Three features stand out for...