Serious investment thinking that doesn’t take itself too seriously.
So…It has finally happened. A mere decade later than initially expected, the real estate industry is coming to terms with the inevitable end of quantitative easing, ie, 'normal'...
They’re all under one roof. Who sets the price? Historically, the real estate sector, and in particular the listed real estate, was regarded as a single asset class and...
Fund structures being used by REITS. Most readers are, I’m sure, aware of the convergence between funds and REITs. Increasingly, listed REITs are adopting the style and structure...
An exercise in drawing parallels. The first cryptocurrency ETFs have recently been launched. This article briefly examines the concept of parallel markets (in particular that of...
Originally published October 2021. A decade to be optimistic? Somewhere amid the carnage of the retail sector, the existential navel-gazing of the office sector and the...
Originally published March 2021. Plus, reassessing the relationship between UK interest rates and REITs. This article was originally published in June 2019. The perceived wisdom...