Serious investment thinking that doesn’t take itself too seriously.

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About Simon Marx

About Simon Marx

Simon is Head of Research at Lothbury Investment Management. He is a regular conference speaker and visiting lecturer at various universities including Bayes Business School and the University of Reading. Simon has over 20 years’ experience in UK and European real estate, including 11 at LaSalle Investment Management. He also blogs his own opinions at myreeducation.substack.com, unaffiliated with his employer.

The Analyst

Yield forecasts and poor results

Yield forecasts and poor results

Income returns are remarkably steady and predictable, and forecasts of rental growth are often reasonably accurate as they are founded in the physical world of supply and demand....

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