Serious investment thinking that doesn’t take itself too seriously.
Originally published April 2023. In one of financial history's key observations, Howard Marks warns, "we must never forget about the inevitability of cycles. Ignoring cycles and...
The adaptation to hybrid work continues to shape the modern workplace. Business leaders often hope their teams will spend more time in the office. But they may need to fully...
The core investor’s playbook. Who would want to invest in an opportunity that was more likely to fail than succeed? In most fields of investing, including real estate, the answer...
Real estate is a relationship business. It is sometimes an ego business. And it is often an emotional business. So making the case that data-driven analysis should drive...
Two inconvenient truths are fundamental to the relationship between fund investors and asset/fund managers in real estate investing. They are straightforward and well-understood,...
Originally published October 2022. Productivity, sustainability and resilience. This summer I left central London and lived for a month in suburban Austin, Texas. It...