Serious investment thinking that doesn’t take itself too seriously.
I enjoy reading good journalism, whether it chimes with my political view or not. Sometimes, however, I wonder whether I am reading something which is deliberately misleading –...
Welcome to the Zoomaverse (and you are welcome to it). Mark Twain is famously credited with saying: “Buy land, they’re not making it any more.” And then along came the metaverse....
Keep your eye on the far horizon, says this writer. Real estate owners and users are not short of business challenges right now. Climate change, energy use and carbon emission;...
Industrial/residential is the new office/retail. In 1991, 37% of the UK institutional property market measured by IPD was retail; by 2001 this had risen to over 45%. In...
The decade since the Global Financial Crisis has seen sharp increases in asset prices apparently driven by low interest rates. These low interest rates have been caused by...
(Article originally published Summer 2018) Part one: What do recent rises in interest rates mean for property prices? US 10-year Treasury Bill rates have been at an all-time low,...